Personal Banker

UMB Bank

. Build customer relationships and recommend and sell banking products and services .

Posted 10/10/2026full-timeLeawood • Kansas • United StatesJunior💰 $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer relationship management and sales skills, with the ability to identify customer needs and provide tailored financial solutions. Proficient in achieving key performance metrics while maintaining attention to detail and effective communication.

Highest-signal resume keywords

Customer Relationship ManagementSales ExperienceNMLS RegistrationProduct KnowledgeProblem-Solving Ability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsTransaction ManagementAccount MaintenanceCross-SellingKey Performance Metrics

Soft Skills

Compelling CommunicationAttention to DetailPositive Professional ImageAbility to Thrive in High-Energy EnvironmentAbility to Balance Competing Priorities

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Banking ProductsRetail EnvironmentCustomer NeedsReferral NetworksWorkplace Banking

About the role

Key responsibilities & impact

Build customer relationships and recommend and sell banking products and services
Identify customer needs and offer financial solutions that support customers’ financial well-being
Convert transactions, account maintenance, and routine service requests into cross-sell conversations
Call leads to create sales opportunities
Visit businesses to offer workplace banking
Develop referral networks
Achieve daily key performance metrics
Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
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 thrive in a high-energy, sales-driven team
Product knowledge and conversation skills to identify and address customer needs
Compelling communication and positive professional image
Problem-solving ability
Attention to detail
Ability to achieve daily key performance metrics while balancing competing priorities

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
Leadership mentorship and expertise
Career growth opportunities within Consumer banking and UMB