Demonstrates strong customer engagement and sales skills, with the ability to identify customer needs and recommend financial solutions. Proficient in managing transactions and maintaining compliance with industry standards while achieving performance metrics.

Highest-signal resume keywords

Customer EngagementSales ExperienceNMLS RegistrationAttention To DetailProduct Knowledge

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
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 and project a positive image
Attention to detail when completing documents or explaining features and benefits
Product knowledge and conversation skills to identify customer needs and recommend financial solutions

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
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

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 DocumentationSales Opportunities CreationCross-Selling

Soft Skills

Compelling CommunicationPositive Image ProjectionRelationship Building

Certifications & Qualifications

HS DiplomaNMLS Registration

Industry Keywords

Retail EnvironmentFinancial SolutionsKey Performance MetricsCustomer Needs IdentificationReferral Networks