Sales-Driven Personal Banker

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

Benefits offered by this job

Paid Time Off

401(k) matching

Health insurance

Tuition reimbursement

Job summary

UMB Financial Corporation seeks a Personal Banker in Santa Fe to build relationships, understand customer needs, and offer financial solutions. You'll receive training on products, processes, and customer engagement while contributing to regional growth.

The role emphasizes sales-driven teamwork, workplace banking outreach, and delivering an exceptional customer experience across branch hours, including weekends and some evenings.

Qualifications

• HS Diploma or equivalent.
• One 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, including weekends and some evenings.

Responsibilities

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs.
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving your daily key performance metrics while balancing competing priorities.
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards.
• Other job duties as assigned.

Skills

Customer service

Sales experience

Retail banking

Communication

Education

High School Diploma or equivalent

Job description

UMB Financial Corporation seeks a Personal Banker in Santa Fe to build relationships, understand customer needs, and offer financial solutions. You'll receive training on products, processes, and customer engagement while contributing to regional growth.

The role emphasizes sales-driven teamwork, workplace banking outreach, and delivering an exceptional customer experience across branch hours, including weekends and some evenings.