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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong business development capabilities and expert product knowledge to effectively engage customers and drive sales in a retail banking environment. Proficient in managing loan pipelines and delivering exceptional customer experiences while adhering to industry standards.
Highest-signal resume keywords
Retail Banking Sales ExperienceBusiness Development CapabilitiesNMLS RegistrationCustomer Relationship BuildingProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Pipeline ManagementCash-Drawer ManagementBasic Math SkillsProduct KnowledgeTransaction Processing
Soft Skills
Compelling CommunicationAttention to DetailCoaching and MentoringPositive Image CreationCustomer Engagement
Certifications & Qualifications
NMLS Registration
Industry Keywords
Consumer LendingHome Equity LoansUnsecured Personal LoansAuto LoansMortgage Referrals
About the role
Key responsibilities & impact- Ask personalized questions to learn customers’ financial goals and connect them with suitable solutions
- Create and manage a loan pipeline, focusing on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
- Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
- Learn and perform transactions, cash-drawer management, and bank documentation according to industry and legal standards
- Challenge daily key performance metrics while balancing competing priorities and delivering an exceptional customer experience
- Perform other duties as assigned
Requirements
What you’ll need- HS Diploma or equivalent
- Two years of retail banking sales experience or other relevant experience
- Reliable transportation and ability to work branch hours, including weekends and some evenings
- Ability to obtain a NMLS registration within 90 days
- Ability to learn products, services, and procedures quickly and accurately
- Basic math skills and ability to problem solve within established risk parameters/tolerances
- Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships
- Strong business development capabilities for proactively growing a personal book of business using campaign offers, prospecting leads, service-to-sales conversations, and centers of influence for referrals
- Ability to thrive in a high-energy, sales-driven team and leverage coaching and feedback
- Expert product knowledge and conversation skills
- Compelling communication, positive image, problem-solving, and positive-outcome creation
- Attention to detail when completing documents or explaining features and benefits
- Enjoy coaching others as a sales mentor
- College degree or military equivalent strongly preferred
- Bilingual ability is a bonus
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- 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
- Extensive training on UMB’s products and services, the sales process, and offering financial solutions
- Mentorship and expertise from UMB leaders