Personal Banker I

UMB Financial
Albuquerque
Workplace: OnsiteFull timeUSD 29,530 - 52,040 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer relationship building","Sales","Communication","Coaching","Problem-solving","Attention to detail"]

Build customer relationships and turn everyday banking interactions into cross-sell conversations. Create sales opportunities by calling leads, visiting local businesses for workplace banking, and developing referral networks. Meet daily performance metrics while supporting account maintenance and routine service requests. Learn transaction workflows, cash drawer management, and accurate banking documentation aligned with industry and legal standards, with extensive training and ongoing coaching.

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UMB Financial
UMB Financial
3 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

Job Summary

Build customer relationships and turn everyday banking interactions into cross-sell conversations. Create sales opportunities by calling leads, visiting local businesses for workplace banking, and developing referral networks. Meet daily performance metrics while supporting account maintenance and routine service requests. Learn transaction workflows, cash drawer management, and accurate banking documentation aligned with industry and legal standards, with extensive training and ongoing coaching.
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 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.
  • •Manage transactions, cash drawer activities, and complete bank documentation in line with industry and legal standards.
  • •Perform other job duties as assigned.

Pay and Benefits

Salary: USD 29,530 - 52,040 annually
Perks:Paid LeavePaid Holidays401kHealth InsuranceDentalVisionGym MembershipAdoption AssistanceDependent CareAssociate Emergency

Key Requirements

  • •Obtain NMLS registration within 90 days.
  • •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).
  • •Ability to work branch hours, including weekends and some evenings, and have reliable transportation.
  • •Demonstrate attention to detail when completing documents and explaining features and benefits.
Experience:Retail
Education:High School
Skills:Customer relationship buildingSalesCommunicationCoachingProblem-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