Personal Banker: Build Relationships & Loans

UMB Bank; Clovis (NM); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Health, dental, vision insurance

Job summary

UMB Bank is seeking a Personal Banker in Clovis, NM. This in-office, full-time role focuses on building customer relationships and recommending financial solutions to meet clients' goals.

You will learn UMB products, work with leaders, and grow your personal book of business through proactive outreach and cross-selling. Qualified candidates have a HS Diploma, 2 years of retail banking sales, and the ability to obtain NMLS within 90 days.

Qualifications

• HS Diploma or equivalent required.
• Two years of retail banking sales or related experience.
• Ability to obtain NMLS registration within 90 days.
• Basic math skills and problem-solving within risk parameters.
• Strong ability to build relationships and educate customers.
• Proven business development to grow personal book of business.
• Bilingual skills are a plus.

Responsibilities

• Ask personalized questions to understand customers' financial goals.
• Build and manage a loan pipeline with home equity, personal, auto, and mortgage referrals.
• Create sales opportunities through networking and proactive outreach.
• Learn banking processes and maintain accurate documentation.
• Meet or exceed daily KPIs while delivering excellent customer experience.
• Perform other duties as assigned.

Skills

Retail banking sales

Customer relationship building

Cross-selling

Communication

Math skills

NMLS registration

Learning products

Business development

Education

HS Diploma or equivalent

Tools

None

Job description

UMB Bank is seeking a Personal Banker in Clovis, NM. This in-office, full-time role focuses on building customer relationships and recommending financial solutions to meet clients' goals.

You will learn UMB products, work with leaders, and grow your personal book of business through proactive outreach and cross-selling. Qualified candidates have a HS Diploma, 2 years of retail banking sales, and the ability to obtain NMLS within 90 days.