Personal Banker

Jobtailor; Aurora (CO); On-site; USD 36,000 - 48,000; Full time

Job summary

Jobtailor is seeking a motivated Retail Banking Associate in Aurora, CO to build strong customer relationships, identify needs, and recommend financial solutions while handling transactions and cash drawer responsibilities.

You will contribute to a sales-driven team, aiming to meet daily metrics, develop referral networks, and ensure compliance with industry standards and bank policies.

Qualifications

• HS Diploma or Equivalent.
• One year of retail sales or customer-facing experience.
• Reliable transportation.
• Ability to work branch hours, including weekends and some evenings.
• Ability to obtain NMLS registration within 90 days.
• Thrives in a high-energy, sales-driven team.
• Product knowledge and conversation skills to identify needs and suggest financial solutions.
• Compelling communication and positive professional image.
• Problem-solving ability.
• Attention to detail.
• Ability to achieve daily key performance metrics.
• Learn and perform transactions, manage a cash drawer, and complete bank documentation.

Responsibilities

• Build customer relationships and recommend and sell banking products and services.
• Identify customer needs and offer financial solutions to support customers’ financial well-being.
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieve daily key performance metrics while balancing competing priorities.
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards.
• Perform other duties as assigned.

Skills

Customer-facing sales

Retail banking exposure

Strong communication

Education

HS Diploma or Equivalent

NMLS Registration within 90 days

Job description

• Build customer relationships and recommend and sell banking products and services
• Identify customer needs and offer financial solutions to support customers’ financial well-being
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

Requirements

• HS Diploma or equivalent
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• Reliable transportation
• Ability to work branch hours, including weekends and some evenings
• Ability to obtain NMLS registration within 90 days
• Ability to thrive in a high-energy, sales-driven team
• Product knowledge and conversation skills to identify customer needs and recommend financial solutions
• Compelling communication and positive professional image
• Problem-solving ability
• Attention to detail
• Ability to achieve daily key performance metrics
• Ability to learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards

Core Competencies

Demonstrates strong customer relationship management and sales skills, with the ability to identify customer needs and recommend appropriate financial solutions. Proficient in performing banking transactions and managing cash drawers while adhering to industry standards.

Highest-signal resume keywords

• Customer Relationship Management
• Sales-Driven Performance
• Financial Solutions Recommendation
• NMLS Registration
• Attention to Detail

ATS Optimization Keywords

Hard Skills

• Banking Transactions
• Cash Drawer Management
• Bank Documentation
• Product Knowledge
• Key Performance Metrics Achievement

Soft Skills

• Compelling Communication
• Problem-Solving Ability
• Positive Professional Image

Certifications & Qualifications

• HS Diploma or Equivalent
• NMLS Registration

Industry Keywords

• Retail Banking
• Customer Needs Identification
• Cross-Selling
• Workplace Banking
• Referral Networks