Financial Relationship Builder & Solutions Advisor

Academy Bank; Denver (CO); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) plan

Company paid life insurance

Disability insurance

Vacation and holidays

Job summary

Academy Bank is seeking a Personal Banker in Denver to build lasting client relationships and promote tailored banking solutions. You will handle deposits, credit products, and digital services while delivering exceptional service in a fast-paced, team-focused environment.

Responsibilities include outbound prospecting, needs-based consultations, and collaborative problem solving to meet individual and branch goals.

Qualifications

• Proven sales and relationship-building skills to identify needs and provide financial solutions.
• Strong client service and communication to deliver exceptional experience.
• Ability to meet sales, referral, and retention goals in a results-driven environment.
• Attention to detail and accuracy in all tasks.
• Organizational, problem-solving, and time-management skills.

Responsibilities

• Develop new business and deepen client relationships through proactive outreach and presentations.
• Provide fast, easy, and personalized service, resolving issues promptly and accurately.
• Meet or exceed sales and referral targets through effective relationship management.
• Identify client financial needs and offer tailored deposit, digital banking, credit card, and lending solutions.
• Educate clients on digital tools and self-service channels to boost adoption.
• Collaborate with internal partners to deliver comprehensive financial solutions.
• Open and service accounts, process transactions, and maintain proper documentation.
• Ensure compliance with regulations, policies, and security requirements.
• Complete required training and stay current on products and processes.
• Perform any other duties as assigned.

Skills

Sales skills

Relationship-building

Customer service

Communication

Attention to detail

Digital banking tools

Team collaboration

Education

High school diploma or GED

Associates degree preferred

NMLS license

Notary license ability

Tools

Banking systems

Digital banking

Office 365 + Copilot

Excel

Job description

Academy Bank is seeking a Personal Banker in Denver to build lasting client relationships and promote tailored banking solutions. You will handle deposits, credit products, and digital services while delivering exceptional service in a fast-paced, team-focused environment.

Responsibilities include outbound prospecting, needs-based consultations, and collaborative problem solving to meet individual and branch goals.