Personal Banker I

UMB Bank

. Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations that deepen client relationships .

Posted 11/9/2026full-timeOmaha • Nebraska • 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 skills to convert transactions into sales opportunities while managing cash transactions and adhering to industry standards. Capable of achieving performance metrics and maintaining client relationships through effective communication and personalized service.

Highest-signal resume keywords

Customer EngagementSales Opportunity DevelopmentCash ManagementNMLS RegistrationPerformance Metrics Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ManagementProduct RecommendationsBank DocumentationCross-SellingAccount Maintenance

Soft Skills

CommunicationRelationship BuildingTime Management

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Retail BankingClient RelationshipsLead GenerationReferral NetworksLegal Standards

About the role

Key responsibilities & impact

Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations that deepen client relationships
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
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

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
Comprehensive company-sponsored benefit plan including 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