Personal Banker II

UMB Bank

Personal Banker at UMB, experts at building relationships and offering financial solutions. Responsible for managing loan pipelines and growing the customer base through personalized service.

Posted 7/14/2026full-timeGladstone • Montana • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $22 per hourWebsite

Core Competencies

Role fit

Core 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 grow a personal book of business. Proficient in managing loan pipelines and delivering exceptional customer experiences while adhering to industry standards.

Highest-signal resume keywords

Retail Banking Sales ExperienceNMLS RegistrationCustomer Relationship BuildingProblem Solving SkillsSales Mentorship

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan Pipeline ManagementBasic Math SkillsBank DocumentationProduct KnowledgeSales Conversion Techniques

Soft Skills

Customer EngagementActive ListeningCommunication SkillsAttention to DetailCoaching Others

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Financial GoalsSales OpportunitiesKey Performance MetricsHigh-Energy Team EnvironmentCustomer Experience

About the role

Key responsibilities & impact

Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions
Creating and managing a successful loan pipeline with strong closing conversions
Creating sales opportunities and growing UMB's customer base by applying keen product knowledge
Learning processes like transactions, managing a cash drawer and completing bank documentation according to industry standards
Challenging daily key performance metrics to elevate personal goals and provide unparalleled customer experience
Other duties as assigned

Requirements

What you’ll need

HS Diploma or equivalent
2 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 while operating 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 your own personal book of business
Thrive in a high-energy, sales-driven team
Expert product knowledge and conversation skills to make a difference in customers' financial lives
Communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
Attention to detail while completing documents or explaining features and benefits
Enjoy coaching others as a sales mentor

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