Personal Banker I: Relationship & Financial Solutions

UMB Financial Corporation; Santa Fe (NM); On-site; USD 38,916 - 57,244; Full time

Benefits offered by this job

401(k) matching

Paid time off

Medical, dental, vision insurance

Tuition reimbursement

Employee assistance program

Job summary

UMB Financial Corporation in Santa Fe, NM is hiring a Personal Banker I to build trusted relationships with customers, understand their financial needs, and offer solutions across checking, savings, loans and investment products.

The role includes in-branch service, workplace banking outreach, and cross-selling while maintaining accuracy and compliance. You'll receive training and have opportunities to grow within consumer banking at UMB.

Qualifications

• HS Diploma or equivalent required.
• At least 1 year of retail/customer-facing experience.
• Ability to obtain NMLS registration within 90 days.
• Strong communication and problem-solving skills.

Responsibilities

• Convert routine service requests into cross-sell conversations with customers.
• Call leads, visit businesses, and develop referral networks to create sales opportunities.
• Achieve daily performance metrics while balancing competing priorities.
• Learn processes like transactions, cash drawer handling, and completing bank documentation to industry and legal standards.
• Maintain accuracy and compliance in documentation and product details.
• Support branch team with other duties as assigned.

Skills

Customer service

Sales

Communication

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation in Santa Fe, NM is hiring a Personal Banker I to build trusted relationships with customers, understand their financial needs, and offer solutions across checking, savings, loans and investment products.

The role includes in-branch service, workplace banking outreach, and cross-selling while maintaining accuracy and compliance. You'll receive training and have opportunities to grow within consumer banking at UMB.