Personal Banker

UMB Bank

Personal Banker providing banking solutions and fostering customer relationships in a retail environment. Engaging with customers to achieve sales goals and contribute to their financial well-being.

Posted 7/14/2026full-timeKansas City • Kansas, Montana • 🇺🇸 United StatesJunior💰 $20 - $21 per hourWebsite

Core Competencies

Role fit

Core 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 managing transactions and maintaining a cash drawer effectively, with a focus on achieving performance metrics.

Highest-signal resume keywords

Customer EngagementSales Opportunity CreationKey Performance Metrics AchievementTransaction ManagementNMLS Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesProduct RecommendationsTransaction ManagementCash Drawer ManagementBank Documentation

Soft Skills

Relationship BuildingTime ManagementCommunication

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail EnvironmentCross-SellingClient RelationshipsWorkplace Banking

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

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 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