Personal Banker

UMB Bank

Personal Banker building customer relationships and selling UMB banking products. Identifying financial needs, generating sales opportunities, and delivering personalized solutions.

Posted 8/21/2026full-timeRemote • Montana • 🇺🇸 United StatesJunior💰 $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 personalized customer engagement and product recommendations, while effectively managing transactions and maintaining compliance with industry standards. Proven ability to build relationships and achieve performance metrics in a fast-paced, team-oriented environment.

Highest-signal resume keywords

Sales ExperienceCustomer Relationship ManagementProduct KnowledgeNMLS RegistrationProblem-Solving Ability

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 ProcessesCash Drawer ManagementBank DocumentationSales Conversion TechniquesKey Performance Metrics

Soft Skills

Compelling CommunicationAttention to DetailPositive Professional ImageAbility to Thrive in High-Energy Environments

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Retail BankingCross-SellingCustomer Needs AssessmentReferral NetworksWorkplace 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
Learn and perform transaction processes, cash drawer management, and bank documentation according to industry and legal standards
Perform other duties as assigned
Build customer relationships and recommend and sell products and services
Work closely with UMB leaders through training, mentorship, and expertise

Requirements

What you’ll need

HS 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 for identifying customer needs and recommending financial solutions
Compelling communication and positive professional image
Problem-solving ability
Attention to detail
Ability to meet daily key performance metrics and balance competing priorities

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’s products and services, the sales process, and financial solutions
Mentorship and expertise from UMB leaders