Personal Banker I

UMB Bank

Personal Banker recommending financial products and building customer relationships for UMB, a financial services company. Handling banking transactions, sales opportunities, and customer financial solutions in Rockford.

Posted 8/12/2026full-timeRockford • Illinois • 🇺🇸 United StatesJunior💰 $38,916 - $57,244 per yearWebsite

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 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 DocumentationCross-SellingSales Opportunity Development

Soft Skills

Problem-SolvingAttention to DetailCompelling CommunicationTeam Collaboration

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingFinancial ProductsClient RelationshipsPerformance MetricsWorkplace Banking

About the role

Key responsibilities & impact

Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations that deepen client relationships
Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing 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
Recommend and sell financial products and services based on customer needs
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
Product knowledge and conversation skills to identify customer needs
Compelling communication and problem-solving skills
Attention to detail when completing documents or explaining features and benefits

Benefits

Comp & perks

$2000 sign-on bonus
Extensive training on UMB’s products and services, the sales process, and offering financial solutions
Mentorship from UMB leaders
Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Company-sponsored 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