Personal Banker

UMB Bank

Personal Banker building customer relationships and selling banking products for UMB Bank. Creating sales opportunities, cross-selling solutions, and managing branch transactions.

Posted 8/21/2026full-timeIndependence • 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 customer relationship management and sales skills, with the ability to identify customer needs and recommend appropriate financial solutions. Proficient in managing transactions and documentation while adhering to industry standards.

Highest-signal resume keywords

Customer Relationship ManagementSales ExperienceFinancial Solutions RecommendationAttention to DetailNMLS Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ManagementCash Drawer ManagementBank DocumentationProduct KnowledgeCross-Selling

Soft Skills

Communication SkillsCustomer EngagementProblem-Solving

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingFinancial ServicesKey Performance MetricsWorkplace BankingReferral Networks

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
Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing 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
Perform other duties as assigned

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
Product knowledge and conversation skills to identify customer needs and recommend financial solutions
Attention to detail when completing documents or explaining features and benefits

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, flexible spending, and 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 offering financial solutions
Mentorship and expertise from UMB leaders