Personal Banker I: Relationship-Driven Banking & Growth

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

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Job summary

UMB Financial Corporation is seeking a Personal Banker to build relationships, assess financial needs, and promote banking products across branches in New Mexico. The role emphasizes relationship banking, expert product knowledge, and delivering an exceptional customer experience.

You will receive comprehensive training, work with leaders, and contribute to a sales-driven environment while ensuring compliance with industry standards.

Qualifications

• Strong sales acumen with ability to convert inquiries into opportunities.
• Ability to explain banking products and benefits to customers.
• Excellent communication and interpersonal skills for face-to-face interactions.
• Attention to detail in handling documents and policies.
• Willingness to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to convert transactions into cross-sell conversations while meeting customer needs.
• Call leads, visit businesses to offer workplace banking, and develop referral networks.
• Achieve daily performance metrics while balancing competing priorities.
• Learn processes like transactions, cash handling, and bank documentation per standards.
• Perform other duties as assigned.

Skills

Sales skills

Customer relationships

Product knowledge

Communication skills

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build relationships, assess financial needs, and promote banking products across branches in New Mexico. The role emphasizes relationship banking, expert product knowledge, and delivering an exceptional customer experience.

You will receive comprehensive training, work with leaders, and contribute to a sales-driven environment while ensuring compliance with industry standards.