Personal Banker III

UMB Bank

Personal Banker III at UMB enhancing customer relationships and supporting branch achievements within retail banking. Engaging with the team and driving performance targets while providing exceptional service.

Posted 8/1/2026full-timeLiberty • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $51,291 - $75,460 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong sales acumen with a proven ability to achieve sales targets while fostering customer relationships and mentoring team members. Possesses expert product knowledge and effective communication skills to deliver exceptional customer experiences.

Highest-signal resume keywords

Retail Banking Sales ExperienceSales Target AchievementNMLS RegistrationCoaching and MentoringCustomer Relationship Management

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 SkillsTransaction ProcessingProduct KnowledgeSales Opportunity Creation

Soft Skills

Problem SolvingAttention to DetailCompelling CommunicationTeam SupportRelationship Building

Certifications & Qualifications

NMLS Registration

Industry Keywords

Customer ExperienceRetail BankingSales-Driven TeamBranch OperationsCash Drawer Management

About the role

Key responsibilities & impact

Strengthening customer relationships
Encouraging branch achievements
Supporting team members to ensure progress to essential activities and behaviors
Stepping in to support the Branch Manager
Building relationships with Regional Delivery Manager, specialists, and Personal Banking team
Delivering the Unparalleled Customer Experience
Individually creating and managing a successful loan pipeline
Creating sales opportunities and growing UMB's customer base
Learning processes like transactions and managing a cash drawer

Requirements

What you’ll need

HS Diploma or equivalent
At least three years of retail banking sales experience or other relevant experience
Proven ability to achieve sales targets
Ability to work branch hours, including weekends and some evenings
Can obtain an NMLS registration within 90 days
Passionate about leading and developing others
Enjoy coaching others as a sales mentor
Thrive in a high-energy, sales-driven team
Use expert product knowledge and conversation skills
Communicate in a compelling manner
Solve problems and create positive outcomes
Demonstrate attention to detail
Have basic math skills
Ability to learn products, services, and procedures quickly and accurately
Demonstrate ability to make personal connections
Engage and educate customers and teammates

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
Dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits