Personal Banker

UMB Bank

Personal Banker providing tailored financial solutions and enhancing customer relationships in consumer banking. Engaging with clients through personalized interaction to fulfill their banking needs.

Posted 7/14/2026full-timeGrandview • 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 skills to convert transactions into sales opportunities while maintaining compliance with 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 resume

Applicant Tracking System Keywords

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

Hard Skills

Transaction ManagementCash Drawer ManagementBank Documentation CompletionProduct Recommendations

Soft Skills

Relationship BuildingCommunication SkillsTime Management

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingCross-SellingClient Relationship ManagementLead Generation

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