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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer engagement skills with a focus on sales conversion and relationship building. Capable of managing transactions and adhering to industry standards while achieving performance metrics.
Highest-signal resume keywords
Customer EngagementSales ConversionNMLS RegistrationBilingual in SpanishRetail Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ManagementCash Drawer ManagementProduct RecommendationsSales Opportunities DevelopmentKey Performance Metrics Achievement
Soft Skills
Relationship BuildingCommunication SkillsTime Management
Certifications & Qualifications
NMLS Registration
Industry Keywords
Retail BankingCross-SellingAccount MaintenanceService RequestsLegal Standards
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 job 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, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Associate banking benefits
