Personal Banker

UMB Bank

Personal Banker building customer relationships and selling banking products at UMB, a financial services company. Serving customers and creating sales opportunities at the Lee’s Summit branch.

Posted 8/21/2026full-timeLee's Summit • Montana • 🇺🇸 United StatesJunior💰 $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer relationship management and sales skills, with the ability to identify customer needs and provide tailored financial solutions. Proficient in transaction management, cash handling, and compliance with industry standards.

Highest-signal resume keywords

Customer Relationship ManagementSales ExperienceFinancial Product KnowledgeNMLS RegistrationAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ManagementCash HandlingBank DocumentationFinancial RecommendationsCross-SellingAccount MaintenanceSales Conversion

Soft Skills

Problem SolvingCommunication SkillsPositive Image Projection

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingCustomer EngagementReferral NetworksKey Performance Metrics

About the role

Key responsibilities & impact

Build customer relationships and recommend and sell banking products and services
Identify customer needs and offer financial solutions to support customers’ financial well-being
Convert transactions, account maintenance, and routine service requests into cross-sell conversations
Call leads to create sales opportunities
Visit businesses to offer workplace banking
Develop referral networks
Achieve daily key performance metrics while balancing competing priorities
Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
Work closely with UMB leaders through mentorship and coaching
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 communicate compellingly, project a positive image, solve problems, and create positive outcomes
Attention to detail when completing documents or explaining features and benefits
Product knowledge and conversation skills for identifying customer needs and making financial recommendations

Benefits

Comp & perks

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