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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer engagement and sales skills by identifying customer needs and providing tailored financial solutions. Proficient in managing transactions and maintaining compliance with industry standards while achieving performance metrics.
Highest-signal resume keywords
Customer Relationship ManagementSales Opportunity DevelopmentNMLS RegistrationAttention to DetailProblem Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ManagementCash Drawer ManagementProduct RecommendationSales ConversionBank Documentation
Soft Skills
Effective CommunicationPositive Image ProjectionCompelling PresentationCustomer Needs Identification
Certifications & Qualifications
HS Diploma or EquivalentNMLS Registration
Industry Keywords
Retail EnvironmentWorkplace BankingCross-SellingKey Performance MetricsFinancial Solutions
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, project a positive image, solve problems, and create positive outcomes
- Attention to detail when completing documents or explaining features and benefits
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- 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