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Personal Banker
UMB BankPersonal Banker positioning to build customer relationships and recommend financial solutions. Working to achieve key performance metrics and provide excellent customer service in a retail banking environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer engagement and sales skills by converting routine service requests into cross-sell opportunities while adhering to industry standards. Capable of achieving performance metrics and managing multiple priorities effectively.
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 Documentation Completion
Soft Skills
Relationship BuildingCommunication SkillsTime Management
Certifications & Qualifications
HS Diploma or EquivalentNMLS Registration
Industry Keywords
Workplace BankingCross-SellingClient Relationship Management
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 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- HS Diploma or equivalent
- 1 year of experience in a retail environment engaging with customers and making product recommendations leading to sales or relevant experience
- Reliable transportation and ability to work branch hours, including weekends and some evenings
- 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