Sales-Focused Personal Banker I

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

Benefits offered by this job

401(k) matching program

Paid Time Off

Health/Dental/Vision insurance

Tuition reimbursement

Employee wellbeing program

Job summary

UMB Financial Corporation seeks a Personal Banker to build relationships, recommend products, and provide financial solutions. The role emphasizes cross-sell opportunities, workplace banking visits, and referral network development.

You will learn UMB's products, sales processes, and how to deliver an exceptional customer experience, with mentorship from leaders and extensive training. The job requires weekend/evening availability and potential NMLS registration within 90 days.

Qualifications

• HS Diploma or equivalent.
• One 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

• As you will spend your time: asking personalized questions to convert transactions, account maintenance and routine service requests into cross-sell conversations.
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving daily key performance metrics while balancing competing priorities.
• Learning processes like transactions, managing a cash drawer and completing bank documentation according to standards.
• Other job duties as assigned.

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation seeks a Personal Banker to build relationships, recommend products, and provide financial solutions. The role emphasizes cross-sell opportunities, workplace banking visits, and referral network development.

You will learn UMB's products, sales processes, and how to deliver an exceptional customer experience, with mentorship from leaders and extensive training. The job requires weekend/evening availability and potential NMLS registration within 90 days.