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Personal Banker I- $1000 Sign on Bonus

  • Company: UMB
  • Location: Santa Fe NM
  • Salary: $1,000/wk
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  • New
  • Full Time
  • Santa Fe NM
  • $1,000/wk
  • Apply on company site
  • QR code — scan to open this job listing on your phone
  • $1,000/wk

UMB at a glance

umb.com

SEC filings mentioning "UMB": 9,371search EDGAR

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.

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More options

To apply for this job please visit umb.wd1.myworkdayjobs.com.

About this role & career path

Traits that fit this role

  • Initiative
  • Perseverance
  • Social Orientation
  • Achievement Orientation
  • Intellectual Curiosity

Source: O*NET Work Styles (Distinctiveness Rank).

Typical preparation needed: Job Zone 4: Considerable Preparation Needed. Most of these occupations require a four-year bachelor's degree, but some do not. — via O*NET

Industry news

Source: O*NET (public-domain bulk data)

Salary & compensation

Workers in Business & Financial Operations occupations earn a national median of $76,859via US Census ACS / Data USA

Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.

Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

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Listing facts

  • Role Personal Banker I- $1000 Sign on Bonus
  • Employer UMB
  • Location Santa Fe NM
  • Type Full Time
  • Pay (from listing) $1,000/wk
  • 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.

Source: O*NET

Employer website

umb.com

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Occupation family: Personal Banker

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Personal Banker I- $1000 Sign on Bonus UMB