- Company: UMB
- Location: Santa Fe NM
UMB — company details are preparing and update automatically in a few seconds (or refresh).
UMB invites qualified candidates to apply for the Personal Banker I- $1000 Sign on Bonus position based in Santa Fe NM. This full-time role is designed for individuals who excel at client service and want to advance their career with a $1000 sign on bonus while supporting local customers in person.
About This Position
The Personal Banker I- $1000 Sign on Bonus opportunity at UMB in Santa Fe NM centers on building lasting client relationships through attentive, accurate service. In this full-time, on-site role you will help customers navigate their day-to-day financial needs, introduce relevant solutions, and maintain a welcoming branch environment. The posting expressly includes a $1000 sign on bonus, and the position remains focused entirely in Santa Fe NM without remote elements. Candidates searching for Personal Banker I- $1000 Sign on Bonus jobs in Santa Fe NM or UMB careers will find a structured path for growth along with clear daily impact.
Key Responsibilities
- Welcome clients and process routine transactions such as deposits, withdrawals, account inquiries, and payments with accuracy and courtesy
- Open new accounts, update existing ones, and guide customers through product features so they can make informed choices
- Identify client needs and recommend appropriate services while meeting established sales and service goals
- Handle cash and other monetary instruments securely, balancing drawers and following all dual-control procedures
- Resolve service issues promptly and escalate complex matters according to established guidelines
- Maintain compliance with internal policies, security protocols, and applicable regulations in every interaction
- Support branch operations by assisting teammates, managing paperwork, and keeping the workspace organized
Who We're Looking For
- Strong customer-service orientation with clear verbal and written communication skills
- Demonstrated cash-handling or retail sales experience and comfort meeting performance targets
- High school diploma or equivalent plus the ability to learn new systems quickly
- Basic computer proficiency and attention to detail for accurate data entry and record keeping
- Reliability, professionalism, and a genuine interest in helping Santa Fe NM clients succeed
- Willingness to work on-site full time and uphold ethical standards in all client dealings
About UMB
UMB is hiring for this role and offers a supportive team environment.
Ready to Apply?
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Local insights for this role are preparing — this section updates automatically in a few seconds (or refresh).
Listing facts
- Role Personal Banker I- $1000 Sign on Bonus
- Employer UMB
- Location Santa Fe NM
- Type Full Time
- Posted July 13, 2026
- Apply by 2026-08-12
- Overview Full original description on this page (371 words; rewritten for clarity, not a teaser paste)
Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.
Typical work in Personal Banker
Independent occupational context from O*NET (U.S. public-domain labor data). This is about the occupation, not a rewrite of this employer's posting.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Employer website
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Explore related openings
6 other opening(s) at UMB on Get A Job.AI
- Institutional Relationship Manager II
- Legal Counsel
- Personal Banker I
- Branch Manager II
- Personal Banker I
- Personal Banker I
Occupation family: Personal Banker
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