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UMB Bank

Personal Banker

UMB Bank

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

Posted 10/27/2026full-timeKansas City • Kansas • United StatesJunior💰 $21 per hourWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in customer engagement and sales through personalized interactions, effectively 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

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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 ManagementProduct RecommendationsSales TechniquesBank Documentation
Soft Skills
Effective CommunicationPositive Image ProjectionCompelling PresentationCustomer Needs Identification
Certifications & Qualifications
HS Diploma or EquivalentNMLS Registration
Industry Keywords
Retail BankingCross-SellingKey Performance MetricsFinancial SolutionsReferral Networks

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 job 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, flexible spending, and dependent care accounts
  • Adoption assistance
  • Employee assistance program
  • Fitness reimbursement
  • Tuition reimbursement
  • Associate wellbeing program
  • Associate emergency fund
  • Various associate banking benefits
  • Extensive training on UMB’s products and services, the sales process, and offering financial solutions
  • Mentorship and expertise from UMB leaders