Customer-Focused Personal Banker

Points West Community Bank

Englewood (CO)

On-site

USD 42,000 - 56,000

Full time

3 days ago
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Benefits offered by this job

Health insurance
Retirement plan
Paid leave

Job summary

Points West Community Bank in Englewood, CO seeks a Personal Banker who provides exceptional customer service while handling daily transactions and balancing cash drawers. You will assist customers with inquiries, cross-sell banking products, and ensure compliance with BSA/AML and KYC procedures.

The role emphasizes accuracy, reliability, and integrity, with opportunities to work with a supportive team and grow within banking operations.

Qualifications

  • High School Diploma or greater.
  • 1+ years of customer service or face-to-face client interaction experience.
  • Strong basic math skills and high attention to detail.
  • Proficiency with computers, Microsoft Office Suite, and basic database software.
  • Excellent verbal communication and active listening skills.
  • Preferred: 1+ years of experience in banking, accounting, bookkeeping, or cash handling.
  • Familiarity with Fiserv bank operating systems/core software.
  • Bilingual abilities (English/Spanish) are a plus.

Responsibilities

  • Transaction Processing: Accurately handle daily financial transactions, including deposits, withdrawals, check cashing, loan payments, and official check issuances.
  • Cash Management: Balance cash drawer accurately at the beginning and end of each shift in compliance with established limits and balancing standards.
  • Customer Service: Greet customers warmly, assist with account inquiries, resolve minor issues, and provide prompt, professional service.
  • Product Cross-Selling: Identify customer needs and proactively introduce relevant banking products and services or refer clients to appropriate specialized team members.
  • Compliance & Security: Follow all bank policies, internal controls, and regulatory requirements (including BSA/AML compliance, Fraud Prevention, and KYC procedures) to safeguard customer information and bank assets.
  • Administrative Tasks: Maintain accurate logs, organize records, and assist with general branch operational duties as needed.

Skills

Customer service
Numerical accuracy
Verbal communication
Microsoft Office
Attention to detail
Bilingual (English/Spanish)

Education

High School Diploma or equivalent

Tools

Fiserv core software

Job description

Points West Community Bank in Englewood, CO seeks a Personal Banker who provides exceptional customer service while handling daily transactions and balancing cash drawers. You will assist customers with inquiries, cross-sell banking products, and ensure compliance with BSA/AML and KYC procedures.

The role emphasizes accuracy, reliability, and integrity, with opportunities to work with a supportive team and grow within banking operations.

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