Personal Banker I

UMB Financial
Albuquerque
Workplace: OnsiteFull timeUSD 38,916 - 57,244Function: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer relationship building","Communication","Sales-driven mindset","Attention to detail","Problem-solving"]

Build relationships with customers and convert everyday banking interactions into cross-sell conversations for UMB’s products and services. Create new sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning transactions, cash-drawer handling, and compliance documentation. Thrive in a sales-driven environment supported by training, coaching, and mentorship.

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UMB Financial
UMB Financial
1 month ago

Personal Banker I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Status: Live
Reposted: similar role first listed 2 months ago

Job Summary

Build relationships with customers and convert everyday banking interactions into cross-sell conversations for UMB’s products and services. Create new sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning transactions, cash-drawer handling, and compliance documentation. Thrive in a sales-driven environment supported by training, coaching, and mentorship.
Location: Albuquerque
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Ask personalized questions to convert transactions and service requests into cross-sell conversations that deepen client relationships.
  • •Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks.
  • •Achieve daily key performance metrics while balancing competing priorities.
  • •Learn and follow processes for transactions, managing a cash drawer, and completing bank documentation according to legal and industry standards.
  • •Perform other job duties as assigned.

Pay and Benefits

Salary: USD 38,916 - 57,244
Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionGym MembershipAdoption Assistance

Key Requirements

  • •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.
  • •Reliable transportation and ability to work branch hours, including weekends and some evenings.
  • •Ability to obtain NMLS registration within 90 days.
  • •Strong conversation and communication skills to build customer relationships and recommend financial solutions.
Experience:1+ yearsRetailCustomer-facing
Education:High School
Skills:Customer relationship buildingCommunicationSales-driven mindsetAttention to detailProblem-solving
Licenses:NMLS registration

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn