Demonstrates strong sales acumen through personalized customer engagement and product recommendations, while adhering to industry standards and legal requirements. Capable of thriving in a fast-paced, team-oriented environment with a focus on achieving performance metrics.

Highest-signal resume keywords

Sales ExperienceCustomer EngagementNMLS RegistrationProduct KnowledgeCommunication Skills

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 for workplace banking, and developing referral networks
Achieve daily key performance metrics while balancing competing priorities
Learn and perform transactions, cash-drawer management, and bank documentation according to industry and legal standards
Perform other assigned duties

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 thrive in a high-energy, sales-driven team
Product knowledge and conversation skills to identify customer needs and recommend financial solutions
Compelling communication, positive image, problem-solving, and attention to detail

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
Associate banking benefits
Extensive training on UMB products and services, the sales process, and financial solutions
Mentorship from UMB leaders

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 DocumentationCross-SellingPerformance Metrics

Soft Skills

Problem-SolvingAttention to DetailPositive Image

Certifications & Qualifications

HS DiplomaNMLS Registration

Industry Keywords

Retail BankingFinancial SolutionsCustomer NeedsReferral NetworksWorkplace Banking