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Personal Banker I
UMB BankPersonal Banker recommending banking products and services for UMB, a financial services company. Building customer relationships through sales conversations, referrals, and branch banking support in Hiawatha.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong product knowledge and conversation skills to effectively identify customer needs and recommend banking products. Excels in a high-energy, sales-driven environment while maintaining attention to detail and achieving key performance metrics.
Highest-signal resume keywords
Customer EngagementSales ExperienceNMLS RegistrationCommunication SkillsProblem-Solving Skills
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 DocumentationProduct RecommendationsCross-Selling
Soft Skills
Attention to DetailCompelling CommunicationAbility to Thrive in Team
Certifications & Qualifications
NMLS Registration
Industry Keywords
Retail BankingFinancial Well-BeingClient RelationshipsReferral NetworksKey Performance Metrics
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
- Call leads, visit businesses to offer workplace banking, and 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
- Recommend and sell banking products and services to help customers secure their financial well-being
- 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 skills
- Attention to detail when completing documents or explaining features and benefits
Benefits
Comp & perks- 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
- Associate banking benefits