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Core Competencies
Role fitCore 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. Capable of achieving performance metrics while managing transactions and adhering to industry standards.
Highest-signal resume keywords
Customer Relationship ManagementSales ExperienceFinancial SolutionsNMLS RegistrationBilingual in Spanish
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash ManagementTransaction ProcessingProduct RecommendationsSales ConversionKey Performance Metrics
Soft Skills
CommunicationInterpersonal SkillsProblem SolvingTime Management
Certifications & Qualifications
NMLS Registration
Industry Keywords
Retail BankingCustomer EngagementCross-SellingReferral NetworksBank Documentation
About the role
Key responsibilities & impact- Build customer relationships and recommend and sell products and services
- Identify customer needs and offer financial solutions
- 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
- 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
- Preferably bilingual in Spanish
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
