Personal Banker

UMB Bank

. Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations .

Posted 9/21/2026full-timeErie • Colorado • United StatesJunior💰 $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer engagement and sales skills, with the ability to identify customer needs and recommend financial solutions. Proficient in managing transactions and maintaining compliance with industry standards while achieving performance metrics in a team-oriented environment.

Highest-signal resume keywords

Customer EngagementSales SkillsProduct KnowledgeNMLS RegistrationAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction ManagementCash Drawer ManagementBank DocumentationSales Opportunity DevelopmentCross-Selling

Soft Skills

Communication SkillsRelationship BuildingPositive Image ProjectionHigh-Energy Teamwork

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail EnvironmentFinancial SolutionsKey Performance MetricsWorkplace BankingCustomer Needs Identification

About the role

Key responsibilities & impact

Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
Achieve daily key performance metrics while balancing competing priorities
Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
Build customer relationships and recommend and sell products and services
Identify customer needs and offer financial solutions
Perform other duties as assigned

Requirements

What you’ll need

HS Diploma or equivalent
One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales, or relevant experience
Reliable transportation
Ability to work branch hours, including weekends and some evenings
Ability to obtain NMLS registration within 90 days
Ability to communicate compellingly and project a positive image
Attention to detail when completing documents or explaining features and benefits
Product knowledge and conversation skills
Ability to work in a high-energy, sales-driven team

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Company-sponsored medical, dental, vision, and other insurance coverage
Health savings accounts
Flexible spending accounts
Dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Associate banking benefits
Extensive training on UMB’s products and services, the sales process, and offering financial solutions
Mentorship and expertise from UMB leaders