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Personal Banker
UMB BankPersonal Banker at UMB building customer relationships and offering financial solutions. Engage clients through personalized interactions to deepen relationships and meet customer needs.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer engagement and sales skills through personalized interactions and product recommendations. Capable of achieving performance metrics while managing multiple priorities in a retail banking environment.
Highest-signal resume keywords
Customer EngagementSales ConversionNMLS RegistrationRetail Banking ExperiencePerformance Metrics Achievement
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 CompletionProduct Recommendations
Soft Skills
CommunicationInterpersonal SkillsTime Management
Certifications & Qualifications
HS Diploma or EquivalentNMLS Registration
Industry Keywords
Workplace BankingCross-SellingReferral Networks
About the role
Key responsibilities & impact- Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations
- 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
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
- A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- An employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- An associate wellbeing program
- An associate emergency fund
- Various associate banking benefits