Personal Banker - Build Lasting Relationships & Solutions

UMB Financial Corporation; Albuquerque (NM); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Medical, dental, and vision insurance

Health savings account

Tuition reimbursement

Employee assistance program

Job summary

UMB Financial Corporation is seeking a Personal Banker to build relationships and recommend banking products, guiding customers toward financial solutions and a smooth shopping experience. You will convert transactions into cross-sell opportunities, call leads and visit workplaces, while meeting daily KPIs and maintaining compliance.

Training on products and the sales process is provided. The role requires a HS diploma, at least one year in retail, and the ability to obtain NMLS within 90 days;

Qualifications

• HS Diploma or equivalent required.
• At least 1 year in retail with sales or product recommendations.
• Ability to obtain NMLS registration within 90 days.
• Strong communication and customer service skills.

Responsibilities

• Convert transactions into cross-sell opportunities.
• Call leads, visit businesses for workplace banking and referrals.
• Meet daily performance metrics while handling priorities.
• Learn banking processes and maintain compliance.
• Perform other duties as assigned.

Skills

Customer service

Sales skills

Communication

Product knowledge

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build relationships and recommend banking products, guiding customers toward financial solutions and a smooth shopping experience. You will convert transactions into cross-sell opportunities, call leads and visit workplaces, while meeting daily KPIs and maintaining compliance.

Training on products and the sales process is provided. The role requires a HS diploma, at least one year in retail, and the ability to obtain NMLS within 90 days;