Client-Focused Banking Specialist

Academy Bank; Pueblo (CO); On-site; USD 22,730 - 32,373; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) plan

Company paid life insurance

Short and Long-term disability

Company paid vacation, paid leave andH

Job summary

Academy Bank is seeking a Personal Banker who builds strong relationships with existing and potential clients to understand financial needs and offer suitable solutions. The role involves promoting consumer and small business products, handling account openings, and delivering an excellent client experience.

Candidates will process accurate banking transactions in a fast-paced environment, educate clients on digital platforms, and work with team members to meet individual and group goals while

Qualifications

• Demonstrated ability to deliver an excellent client experience.
• Ability to promote bank products and services to individuals and businesses.
• Accurate processing of banking transactions in a fast-paced environment.

Responsibilities

• Provides fast, easy, and personal service per company standards.
• Promotes banking products to clients and prospects.
• Achieves sales goals on a daily, monthly, quarterly, and annual basis.
• Opens accounts and processes client transactions; recommends additional products.
• Educates clients on digital banking platforms and self-service channels.
• Maintains client confidentiality and complies with regulatory procedures.

Skills

Client relationships

Sales & product promotion

Digital banking literacy

Regulatory/compliance awareness

Tools

Digital banking platforms

Job description

Academy Bank is seeking a Personal Banker who builds strong relationships with existing and potential clients to understand financial needs and offer suitable solutions. The role involves promoting consumer and small business products, handling account openings, and delivering an excellent client experience.

Candidates will process accurate banking transactions in a fast-paced environment, educate clients on digital platforms, and work with team members to meet individual and group goals while