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Personal Banker
UMB BankPersonal Banker at UMB providing financial solutions through customer relationship building and sales interactions. Engaging with customers to meet their financial needs while achieving daily performance metrics.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer engagement and sales skills through personalized interactions, effectively converting service requests into sales opportunities. Proficient in managing transactions and adhering to industry standards while achieving performance metrics.
Highest-signal resume keywords
Customer EngagementSales Opportunity CreationKey Performance Metrics AchievementNMLS RegistrationRetail 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 ManagementBank DocumentationProduct Recommendations
Soft Skills
Relationship BuildingTime Management
Certifications & Qualifications
NMLS Registration
Industry Keywords
Retail BankingCross-SellingClient RelationshipsService Requests
About the role
Key responsibilities & impact- Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
- Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
- Achieving your daily key performance metrics while balancing competing priorities
- Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
- Other job duties as assigned
Requirements
What you’ll need- You have a HS Diploma or equivalent
- You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
- You have reliable transportation and ability to work branch hours, including weekends and some evenings
- You have the ability to obtain NMLS registration within 90 days
Benefits
Comp & perks- 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