Branch Transaction Specialist

UMB Bank

Branch Transaction Specialist assisting clients in a fast-paced environment with banking transactions and helping achieve growth targets. Training and support provided for career development.

Posted 7/23/2026full-timeAurora • Colorado • 🇺🇸 United StatesMid-LevelSenior💰 $18 - $19 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial transactions and customer service while ensuring compliance with policies and regulations. Possesses strong communication and organizational skills to effectively connect customers with banking solutions and technology.

Highest-signal resume keywords

Financial TransactionsCustomer ExperienceCash HandlingCommunication SkillsLeadership Experience

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

Basic Math SkillsCash Handling SkillsComputer SkillsKnowledge of Banking ProductsRisk Identification

Soft Skills

ProfessionalismOrganizational SkillsCustomer EngagementInfluencing SkillsTeam Collaboration

Tools & Technologies

Self-Service PlatformsDigital Banking Platforms

Certifications & Qualifications

HS Diploma or Equivalent

Industry Keywords

Banking RegulationsCustomer ServiceBranch OperationsGrowth TargetsSafety and Soundness

About the role

Key responsibilities & impact

Completing financial transactions and service requests accurately and efficiently, while complying with all policies, procedures, and regulations.
Earning customers’ personal recommendation by consistently delivering the unparalleled customer experience in the lobby, drive-thru and over the phone.
Play an active role in branch daily operations to ensure safety and soundness for both the customer and the bank.
Maintaining an expert knowledge of self-service and digital platforms to help customers learn how to complete their banking needs at their convenience.
Helping the branch achieve growth targets by identifying opportunities to connect customers with team members who can help them make money, save money and protect money.

Requirements

What you’ll need

HS Diploma or equivalent
Ability to work Saturdays as needed or scheduled
Basic math and cash handling skills
Ability to learn products, services, and processes quickly and accurately
Professional, thorough, and organized with strong computer skills
Excellent communication skills – ability to make personal connections, engage customers, and always be courteous and professional in a team environment
Strong desire and ability to influence, educate and connect customers to technology
Ability to follow policies, procedures, and regulations to identify risks and take appropriate action to prevent losses and keep the customer and bank safe.
One year experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education (bonus points).
Leadership roles experience preferred (team lead, shift lead, etc.)

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