Personal Banker

UMB Bank

Personal Banker building customer relationships and selling financial solutions at UMB, a financial services company. Handling branch transactions, cash management, cross-selling, and referral development in Fresno.

Posted 8/11/2026full-timeFresno • California • 🇺🇸 United StatesJunior💰 $24 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong sales acumen through personalized customer engagement and product recommendations, while maintaining compliance with industry standards. Capable of building client relationships and achieving performance metrics in a fast-paced, team-oriented environment.

Highest-signal resume keywords

Sales ExperienceCustomer EngagementNMLS RegistrationProduct KnowledgeCommunication Skills

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

Transaction ManagementCash Drawer ManagementBank DocumentationSales ConversionCross-Selling

Soft Skills

Problem-SolvingAttention to DetailPositive Professional Image

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingClient RelationshipsReferral NetworksKey Performance MetricsWorkplace Banking

About the role

Key responsibilities & impact

Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
Deepen client relationships while meeting customer needs
Create sales opportunities by calling leads
Visit businesses to offer workplace banking
Develop referral networks
Achieve daily key performance metrics while balancing competing priorities
Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
Perform other job duties as assigned

Requirements

What you’ll need

High school 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
Ability to work branch hours, including weekends and some evenings
Ability to obtain NMLS registration within 90 days
Ability to thrive in a high-energy, sales-driven team
Expert product knowledge and conversation skills
Compelling communication and positive professional image
Problem-solving ability
Attention to detail

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Medical, dental, vision, and other insurance coverage
Health savings account
Flexible spending account
Dependent care account
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits
Extensive training on UMB’s products and services, the sales process, and offering financial solutions
Mentorship and expertise from UMB leaders