Personal Banker

Jobtailor; Colorado Springs (CO); On-site; USD 40,000 - 55,000; Full time

Job summary

Jobtailor in Colorado Springs is seeking a customer-focused banking professional to convert routine service requests into cross-sell opportunities, while handling transactions and maintaining a cash drawer consistent with industry standards.

You will call on leads, support workplace banking, and develop referral networks, with a strong emphasis on customer engagement, accurate documentation, and meeting daily performance metrics.

Qualifications

• HS Diploma or equivalent required.
• 1 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.

Responsibilities

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships.
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving 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 Techniques

Cross-selling

Relationship Building

Time Management

Communication Skills

NMLS Registration

Education

HS Diploma or equivalent

Tools

Cash Drawer Management

Transaction Processing

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

• 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 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 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 Relationships
• Service Requests
• Referral Networks