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UB
UMB Bank
Personal Banker I- $2000 Sign on Bonus
Career Insights for Personal Banker
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Scorecard
Based on New Mexico data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$67,903 / year median in New Mexico
-5% projected decline
Job Description
In-office Santa Fe NM Full time R-9084
- Personal Bankers
- at UMB are experts at building customer relationships and recommending and selling products and services.
- 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 This position was posted on 08/12/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
Compensation Range:
- $38,916 - $57,244 _The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
- Are you ready to be part of something more?
- You're more than a means to an end—a way to help us meet the bottom line.
- _Who we are_
- We are more than a company.