Personal Banker I

UMB Bank

Personal Banker building customer relationships and selling financial solutions for UMB Bank in Albuquerque. Handling transactions, cash drawers, lead outreach, workplace banking, and referral development.

Posted 8/4/2026full-timeAlbuquerque • New Mexico • 🇺🇸 United StatesJunior💰 $38,916 - $57,244 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer engagement and sales skills, with the ability to identify customer needs and provide tailored financial solutions. Proficient in managing transactions and maintaining compliance with industry standards while achieving performance metrics in a fast-paced environment.

Highest-signal resume keywords

Customer EngagementSales ExperienceNMLS RegistrationProduct KnowledgeCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction ManagementCash Drawer ManagementSales ConversionCross-SellingBank Documentation

Soft Skills

Problem-SolvingAttention to DetailPositive Professional ImageAbility to Thrive in High-Energy Environment

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail EnvironmentFinancial SolutionsClient RelationshipsReferral NetworksKey Performance Metrics

About the role

Key responsibilities & impact

Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations that deepen client relationships
Identify customer needs and offer financial solutions
Call leads to create sales opportunities
Visit businesses to offer workplace banking
Develop referral networks
Achieve daily key performance metrics while balancing competing priorities
Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
Perform other duties as assigned

Requirements

What you’ll need

High school 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
Reliable transportation
Ability to work branch hours, including weekends and some evenings
Ability to obtain NMLS registration within 90 days
Ability to thrive in a high-energy, sales-driven team
Product knowledge and conversation skills to identify customer needs
Compelling communication and positive professional image
Problem-solving ability and attention to detail

Benefits

Comp & perks

$1,000 sign-on bonus
Extensive training on UMB’s products and services, the sales process, and offering financial solutions
Mentorship and expertise from UMB leaders
Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Company-sponsored medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits