Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker I

$29.53k - $56.95k

UMB Financial Corporation

Personal Banker I page is loaded## Personal Banker Iremote type: In-officelocations: Tierra Amarilla NMtime type: Full timeposted on: Posted Todayjob requisition id: R-8659**Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.**How you will spend your time:** • 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**We’re excited to talk to you if:** • You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes • You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives • You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes • You demonstrate attention to detail whether completing documents or explaining features and benefits • You have a HS Diploma or equivalent • You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience • You have reliable transportation and ability to work branch hours, including weekends and some evenings • You have the ability to obtain NMLS registration within 90 days**Compensation Range:**$29,530.00 - $56,950.00*The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information*UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.*UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to View email address on click.appcast.io to let us know the nature of your request.**If you are a California resident, please visit our* *to understand how we collect and use your personal information when you apply for employment with UMB.*### The Unparalleled Customer Experience #J-18808-Ljbffr UMB Financial Corporation

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker I in Santa Fe, NM vacancy
  • $29.53k - $56.95k

     ...Personal Banker I page is loaded## Personal Banker Iremote type: In-officelocations: Tierra Amarilla NMtime type: Full timeposted on: Posted Todayjob requisition id: R-8659**Personal Bankers** at UMB are experts at building customer relationships and recommending and selling... 
    Suggested
    Local area
    Flexible hours
    Afternoon shift

    UMB Financial Corporation

    Santa Fe, NM
    4 days ago
  • $44.69k - $54.62k

     ...Overview Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. They use product knowledge in every interaction to identify needs and offer financial solutions that help customers secure financial well... 
    Suggested
    Local area
    Flexible hours
    Afternoon shift

    UMB Financial Corporation

    Santa Fe, NM
    1 day ago
  •  ...Sunflower Bank, N.A. in Santa Fe is seeking an energetic Universal Banker to join the Lincoln branch. The role blends teller duties, personal banking, and customer service to deliver retail banking products and services. Experience in customer service and cash handling... 
    Suggested

    Sunflower Bank, N.A.

    Santa Fe, NM
    1 day ago
  • $20.67 - $31.25 per hour

     ...13114 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Santa Fe, NM
    20 hours ago
  •  ...financial solutions tailored to each individual's goals, values, and long-term vision. We believe financial planning is deeply personal. That's why we don't treat people like account numbers or transactions - we take the time to truly understand their families, priorities... 
    Suggested
    Contract work
    For contractors
    Work at office
    Immediate start

    MassMutual New Mexico

    Santa Fe, NM
    4 days ago
  • WealthBridge Financial Group is seeking a results-oriented  Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. ...

    WealthBridge Financial Group

    Santa Fe, NM
    20 hours ago
  •  ...sensitive information and handle problem resolution. Effectively communicate with internal and external customers appropriately via in person, email, etc. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire,... 
    Full time
    Local area

    Nusenda

    Santa Fe, NM
    2 days ago
  •  ...financial services experience. Honesty and integrity. Demonstrated or has leadership skills. Can overcome adversity. Wants to grow personally while helping others. Enjoys building long-term relationships. Benefits and perks Paid medical and dental insurance. 401(k)... 
    Local area
    Night shift

    Modern Woodmen

    Santa Fe, NM
    2 days ago
  • $50k

     ...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Santa Fe, NM
    4 days ago
  • Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...
    Local area

    Modern Woodmen of America

    Santa Fe, NM
    2 days ago
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilitie... 

    Voya Financial

    Santa Fe, NM
    1 day ago
  •  ...coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial...  ...openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for... 

    Professions

    Santa Fe, NM
    4 days ago
  •  ...we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating...  ...highly motivated individual to fill the position of a Universal Banker at our Santa Fe Cerrillos branch! Customer Service... 
    Full time

    Sunflower Bank, N.A.

    Santa Fe, NM
    3 days ago
  •  ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities... 
    Work at office

    City National Bank

    Santa Fe, NM
    20 hours ago
  •  ...tailored to suit their financial needs.  As a Private Client Banker in Branch Banking, you are the main point of contact for a select...  ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Santa Fe, NM
    1 day ago
  •  ...Universal Banker Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal...  ...perks! The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers... 

    Sunflower Bank

    Santa Fe, NM
    3 days ago
  •  ...opportunities. Voted a** *Best Bank to Work For* **by American Banker for multiple years, we offer our associates an array of benefits...  ...as well as responding to customer inquiries by telephone and in person.****Essential Duties and Responsibilities:***** Serves customers... 
    Work at office
    Local area

    Enterprise Financial Services Corp.

    Santa Fe, NM
    4 days ago
  •  ...include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities Serves customers in opening new accounts for commercial and consumer clients. Has... 
    Work at office

    Enterprise Bank & Trust

    Santa Fe, NM
    3 days ago
  • $15 per hour

     ...typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to... 
    Hourly pay
    Full time
    Interim role
    Work at office
    Local area
    Shift work
    Weekend work
    Afternoon shift

    Role, Inc.

    Santa Fe, NM
    20 hours ago
  • $101.23k - $172.36k

     ...skills Self‑motivated and self‑disciplined Strategic thinker, able to assess and recommend a course of action Highest level of both personal and professional demeanor and ethical behavior What’s in It for You? Compensation: Starting base salary: $101,231 – $172,355 per... 
    Remote work

    City National Bank

    Santa Fe, NM
    20 hours ago
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Santa Fe, NM
    a month ago
  •  ...procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general... 
    Work at office
    Immediate start
    Shift work

    First Citizens Bank

    Santa Fe, NM
    20 hours ago
  •  ...matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits...  ...funding. Provide client service via telephone, email and in person requests. Research and resolve client issues, acting as the... 
    Full time
    Local area

    Enterprise Bank and Trust

    Santa Fe, NM
    29 days ago
  • A leading financial services company is seeking a Business Analysis Manager to drive strategies for growth and profitability. This remote-eligible role requires strong analytical skills, team leadership, and experience with SQL querying. The successful candidate will develop...
    Remote work

    Capital One

    Santa Fe, NM
    3 days ago
  • A leading AI firm in the United States is seeking a VP Investor Relations to enhance the training of AI models for finance professionals. This remote position offers flexible scheduling and part-time or full-time options. Candidates should have expertise in financial analysis...
    Remote job
    Full time
    Part time
    Flexible hours

    DataAnnotation

    Santa Fe, NM
    1 day ago
  • $75.06k - $91.74k

     ...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Santa Fe, NM
    3 days ago
  •  ...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Santa Fe, NM
    a month ago
  •  ...we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating...  ...highly motivated individual to fill the position of a Universal Banker at our Santa Fe Cerrillos location branch! Customer... 
    Full time

    Sunflower Bank, N.A.

    Santa Fe, NM
    11 days ago
  • $75.06k - $91.74k

     ...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Santa Fe, NM
    4 days ago
  •  ...expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the...  ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment... 
    Part time

    JPMorgan Chase & Co.

    Santa Fe, NM
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker I. Be the first to apply!