Personal Banker II: Grow Your Client Base & Loan Pipeline

UMB Financial Corporation; Santa Fe (NM); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

UMB Financial Corporation is seeking a Personal Banker II in Santa Fe, NM to nurture customer relationships and drive sales of lending and banking products. The role emphasizes learning products, following procedures, and delivering an outstanding customer experience.

You will prospect, manage a loan pipeline, and leverage product knowledge to meet customer financial goals while working in a high-energy, sales-driven team environment.

Qualifications

• HS Diploma or equivalent required.
• College degree or military equivalent strongly preferred.
• Bilingual candidates encouraged.

Responsibilities

• Asks personalized questions to learn customer goals and connect them to financial solutions.
• Develops a loan pipeline and grows cross-sell opportunities for home equity, personal, auto loans, and mortgage referrals.
• Creates sales opportunities and grows the customer base through networking, campaigns, and referrals.
• Learns processes like transactions, cash drawer handling, and bank documentation per standards.
• Meets daily KPIs while delivering exceptional customer experience.

Education

HS Diploma or equivalent

College degree or military equivalent strongly preferred

Job description

UMB Financial Corporation is seeking a Personal Banker II in Santa Fe, NM to nurture customer relationships and drive sales of lending and banking products. The role emphasizes learning products, following procedures, and delivering an outstanding customer experience.

You will prospect, manage a loan pipeline, and leverage product knowledge to meet customer financial goals while working in a high-energy, sales-driven team environment.