Personal Banker

UMB Bank

Personal Banker building customer relationships and selling financial solutions at UMB, a financial services company. Serving Kansas City branch customers through cross-selling, cash handling, referrals, and personalized banking conversations.

Posted 8/17/2026full-timeKansas City • Kansas, Montana • 🇺🇸 United StatesJunior💰 $20 - $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong sales acumen through effective customer engagement and product recommendations, while maintaining compliance with industry standards. Excels in building lasting client relationships and delivering exceptional customer experiences in a fast-paced, team-oriented environment.

Highest-signal resume keywords

Sales ExperienceCustomer Relationship ManagementProduct KnowledgeCompelling CommunicationNMLS Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ManagementCash Drawer ManagementBank DocumentationCross-SellingSales Opportunity Development

Soft Skills

Problem-SolvingAttention to DetailCustomer Experience DeliveryHigh-Energy Team Collaboration

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingFinancial Well-BeingClient RelationshipsKey Performance MetricsReferral Networks

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 products and services to help customers secure their financial well-being
Build customer relationships and deliver an unparalleled customer experience
Perform other 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 abilities
Attention to detail when completing documents and explaining features and benefits

Benefits

Comp & perks

Extensive training on UMB’s products and services, the sales process, and offering financial solutions
Mentorship and expertise 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