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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 strong customer engagement and sales skills by identifying customer needs and recommending financial solutions. Capable of achieving performance metrics while maintaining attention to detail and compliance with industry standards.

Highest-signal resume keywords
Customer EngagementSales ExperienceNMLS RegistrationProduct KnowledgeAttention to Detail

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Transaction ManagementCash Drawer ManagementBank DocumentationFinancial SolutionsCross-Selling
Soft Skills
Communication SkillsProblem SolvingRelationship BuildingPositive Image Projection
Certifications & Qualifications
HS DiplomaNMLS Registration
Industry Keywords
Retail EnvironmentWorkplace BankingKey Performance MetricsCustomer Needs Identification

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 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
  • Product knowledge and conversation skills to identify customer needs and recommend financial solutions

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, 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’s products and services, the sales process, and offering financial solutions
  • Mentorship and expertise from UMB leaders