Personal Banker I

UMB Financial
Albuquerque
Workplace: OnsiteFull time29,530 - 56,950Function: Banking, Lending & CreditSkills: ["Communication","Customer relationship building","Sales-driven mindset","Problem-solving","Attention to detail"]

Build customer relationships by asking tailored questions, converting transactions and service requests into cross-sell conversations, and creating new sales opportunities through calls to leads and workplace banking visits. Meet daily performance metrics while learning core banking processes like transactions, cash drawer management, and accurate documentation in line with industry and legal standards. Join a sales-driven team with training on products, services, and the sales process.

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UMB Financial
UMB Financial
2 months 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 3 months ago

Job Summary

Build customer relationships by asking tailored questions, converting transactions and service requests into cross-sell conversations, and creating new sales opportunities through calls to leads and workplace banking visits. Meet daily performance metrics while learning core banking processes like transactions, cash drawer management, and accurate documentation in line with industry and legal standards. Join a sales-driven team with training on products, services, and the sales process.
Location: Albuquerque
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Ask personalized questions to turn transactions and routine 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, cash drawer management, and completing bank documentation to industry and legal standards.
  • •Perform other assigned job duties.

Pay and Benefits

Salary: 29,530 - 56,950
Perks:Paid Leave401kIncentive PayPaid HolidaysHealth InsuranceDentalVisionHsaFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym MembershipWellness StipendEmergency Fund

Key Requirements

  • •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 communicate compellingly and build relationships through conversation skills.
  • •Attention to detail for completing documents and explaining features and benefits.
  • •Ability to obtain NMLS registration within 90 days and work branch hours, including weekends and some evenings.
Experience:Retail
Skills:CommunicationCustomer relationship buildingSales-driven mindsetProblem-solvingAttention to detail
Certifications: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