Personal Banker

UMB Bank

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

Posted 10/5/2026full-timePrairie Village • Kansas • United StatesJunior💰 $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship management and sales skills, with the ability to identify customer needs and provide tailored financial solutions. Proficient in managing cash transactions and adhering to industry standards while achieving key performance metrics.

Highest-signal resume keywords

Customer Relationship ManagementSales ExperienceCash Drawer ManagementNMLS RegistrationKey Performance Metrics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product KnowledgeFinancial SolutionsTransaction ManagementAccount MaintenanceBank Documentation

Soft Skills

Communication SkillsInterpersonal SkillsProblem-Solving Skills

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Retail BankingCross-SellingCustomer Needs AssessmentPerformance MetricsLegal Standards

About the role

Key responsibilities & impact

Build customer relationships and recommend and sell banking products and services
Identify customer needs and offer financial solutions
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
Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
Work closely with UMB leaders and participate in training and mentorship
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 meet daily key performance metrics
Product knowledge and conversation skills for identifying customer needs
Ability to manage a cash drawer and complete bank documentation according to industry and legal standards

Benefits

Comp & perks

Extensive training on UMB’s products and services, the sales process, and offering financial solutions
Mentorship and expertise from UMB leaders
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
Various associate banking benefits