Demonstrates strong product knowledge and effective communication skills to engage customers and drive sales. Capable of managing cash transactions and completing bank documentation while adhering to industry standards.

Highest-signal resume keywords

Customer EngagementSales ConversionCash ManagementNMLS RegistrationAttention To Detail

About the role

Key responsibilities & impact

Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
Deepen client relationships while meeting customer needs
Create sales opportunities by calling leads
Visit businesses to offer workplace banking
Develop referral networks
Achieve daily key performance metrics while balancing competing priorities
Learn and perform transaction processes
Manage a cash drawer
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 work effectively in a high-energy, sales-driven team
Strong product knowledge and conversation skills
Compelling communication and positive image
Problem-solving ability
Attention to detail
Ability to meet daily key performance metrics
Ability to complete transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards

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 products, services, sales process, and financial solutions
Mentorship from UMB leaders

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 ProcessesBank DocumentationSales OpportunitiesKey Performance MetricsProduct Recommendations

Soft Skills

Compelling CommunicationProblem-Solving AbilityPositive ImageAttention To Detail

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail EnvironmentWorkplace BankingReferral NetworksCustomer NeedsHigh-Energy Team