Personal Banker

Jobtailor; Boulder (CO); On-site; USD 38,000 - 60,000; Full time

Job summary

Jobtailor in Boulder, CO is seeking a customer-focused sales associate for Retail Banking to convert routine service requests into cross-sell opportunities while delivering exceptional service.

You will call leads, visit local businesses to promote workplace banking, and build referral networks, all while maintaining accurate transactions and a strong knowledge of banking processes.

Qualifications

• High School Diploma or equivalent.
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs.
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Skills

Customer engagement

Sales skills

Time management

Communication skills

Relationship building

Education

High School Diploma or equivalent

Job description

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Requirements

• High School 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 and ability to work branch hours, including weekends and some evenings
• Ability to obtain NMLS registration within 90 days

Core Competencies

Demonstrates strong customer engagement and sales skills by converting routine service requests into cross-sell opportunities while adhering to industry standards. Capable of managing transactions and maintaining a cash drawer effectively, with a focus on achieving key performance metrics.

Highest-signal resume keywords

• Customer Engagement
• Sales Opportunity Creation
• Key Performance Metrics Achievement
• Transaction Management
• NMLS Registration

ATS Optimization Keywords

Hard Skills

• Sales Techniques
• Product Recommendations
• Cash Drawer Management
• Bank Documentation
• Transaction Processing

Soft Skills

• Relationship Building
• Time Management
• Communication Skills

Certifications & Qualifications

• NMLS Registration

Industry Keywords

• Retail Banking
• Cross-Selling
• Client Relationship Management
• Lead Generation
• Referral Networks