Relationship-Driven Personal Banker I

UMB Financial Corporation

Santa Fe (NM)

On-site

USD 29,530 - 43,240

Full time

14 days+

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Benefits offered by this job

Paid Time Off
401(k) matching program
Comprehensive health insurance
Tuition reimbursement
Fitness reimbursement

Job summary

UMB Financial Corporation is seeking a Personal Banker I in Santa Fe, NM, to build customer relationships and offer financial solutions. You will engage clients, converting transactions into sales while providing exceptional customer service.

Responsibilities include achieving performance metrics, attending to customer needs, and collaborating closely with UMB leaders for mentorship. Candidates should have at least a high school diploma and one year of retail experience.

Qualifications

  • 1 year of experience in a retail environment engaging with customers.
  • Ability to obtain NMLS registration within 90 days.
  • Reliable transportation and ability to work branch hours.

Responsibilities

  • Ask personalized questions to convert transactions into sales.
  • Create sales opportunities by visiting businesses and developing referrals.
  • Achieve daily key performance metrics.

Skills

Customer service
Sales techniques
Communication skills
Attention to detail

Education

High School Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker I in Santa Fe, NM, to build customer relationships and offer financial solutions. You will engage clients, converting transactions into sales while providing exceptional customer service.

Responsibilities include achieving performance metrics, attending to customer needs, and collaborating closely with UMB leaders for mentorship. Candidates should have at least a high school diploma and one year of retail experience.

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