Personal Banker I: Relationship & Solutions Specialist

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

Annual incentive pay

Paid holidays

Medical insurance

Dental insurance

Vision insurance

Health savings account

Flexible spending accounts

Dependent care accounts

Adoption assistance

Employee assistance program

Wellbeing program

Tuition reimbursement

Fitness reimbursement

Emergency fund

Banking benefits

Job summary

UMB Financial Corporation in Albuquerque, NM seeks a Personal Banker to build client relationships, understand needs, and offer financial solutions. You will learn UMB’s products, participate in the sales process, and collaborate with leaders to advance your career in consumer banking.

Expect a training-focused, customer-centric role that supports a broad range of financial services. The position supports branch-based sales and service delivery, with opportunities to grow through mentorship and

Qualifications

• HS Diploma or equivalent.
• 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Asking personalized questions to convert transactions and service requests into cross-sell conversations.
• Calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving daily key performance metrics while balancing priorities.
• Learning processes like transactions, cash drawer management and bank documentation per standards.
• Other job duties as assigned.

Skills

Relationship building

Sales oriented

Communication skills

Attention to detail

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation in Albuquerque, NM seeks a Personal Banker to build client relationships, understand needs, and offer financial solutions. You will learn UMB’s products, participate in the sales process, and collaborate with leaders to advance your career in consumer banking.

Expect a training-focused, customer-centric role that supports a broad range of financial services. The position supports branch-based sales and service delivery, with opportunities to grow through mentorship and