Personal Banker

Academy Bank, N.A.; Colorado Springs (CO); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical

Vision

401(k) plan

Short and Long-term disability

Company paid vacation, paid leave and

Job summary

Academy Bank, N.A. is seeking a Personal Banker in Colorado Springs. You will build and deepen client relationships, promote full-service banking solutions, and deliver fast, personalized service.

The role emphasizes prospecting, referrals, and ongoing client education on digital tools and self-service options. The position requires a strong sales mindset, excellent communication, and the ability to meet growth targets while maintaining regulatory compliance.

Qualifications

• Must have strong sales and relationship-building skills.
• Excellent client service and communication abilities.
• Ability to meet sales, referral, and retention goals.
• Strong attention to detail and accuracy.
• Organizational, problem-solving, and time-management skills.
• Experience with banking systems and digital banking platforms.
• Proactive, collaborative worker with personal accountability.

Responsibilities

• Actively develop new business and deepen existing client relationships through cold calling, daily outbound calls and sales meetings, and group presentations of banking products and services.
• Deliver an exceptional client experience with fast, easy, and personalized service and prompt issue resolution.
• Meet or exceed sales, referral, and client retention goals through relationship management and sales strategies.
• Identify client financial needs and provide tailored solutions including deposits, digital banking, credit cards, and lending.
• Educate clients on digital banking tools and self-service channels.
• Collaborate with internal partners to identify referral opportunities and ensure comprehensive solutions.
• Accurately open and service accounts, process transactions, and complete documentation per procedures and regulatory requirements.
• Ensure compliance with regulations, bank policies, and security requirements.
• Complete required training and maintain knowledge of products, regulations, and procedures.
• Other duties as assigned.

Skills

Sales & Relationships

Client service

Sales goals

Attention to detail

Time management

Banking software

Teamwork & drive

Education

High school or higher

Experience in banking/sales

NMLS licensing

Job description

Position Description

Summary

Personal Bankers are relationship-driven professionals who are passionate about helping clients achieve financial well-being and confidence in their financial future. They build and deepen relationships with existing and prospective clients by understanding their unique financial goals, recommending tailored banking solutions, and ensuring a seamless and accurate account opening experience. Successful Personal Bankers deliver exceptional client service through meaningful conversations, proactive outreach, and knowledgeable guidance on the Bank's products and services. Working collaboratively with branch team members, Personal Bankers contribute to individual, branch, and organizational goals while fostering long-term client loyalty and financial growth.

Responsibilities

• Actively develop new business and deepen existing client relationships through enthusiastic, ethical promotion of bank products through cold calling, daily outbound calls and sales meetings, and group presentations of appropriate consumer and small business banking products and services.
• Deliver an exceptional client experience by providing fast, easy, and personalized service, resolving issues promptly, building lasting relationships, and taking ownership of client needs through successful resolution.
• Meet or exceed established sales, referral, and client retention goals through effective relationship management and consistent execution of sales strategies.
• Identify client financial needs and provide tailored solutions, including deposit accounts, digital banking services, credit cards, and lending products, while promoting a full-service banking relationship.
• Educate clients on digital banking tools and self-service channels, increasing adoption and enhancing the overall client experience.
• Collaborate with internal business partners to identify referral opportunities and ensure clients receive comprehensive financial solutions.
• Accurately open and service accounts, process transactions, and complete all required documentation in accordance with established procedures and regulatory requirements.
• Ensure compliance with all applicable regulations, bank policies, and procedures, including BSA, OFAC, audit, and security requirements.
• Complete required training in a timely manner and maintain current knowledge of bank products, services, regulatory requirements, and company policies and procedures.
• Other specified duties as assigned.

The Personal Banker position pay rate is $20.00 to $26.50 per hour depending on experience. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.

Full-time associates are eligible for our benefits package:

• Medical
• Vision
• 401(k) plan
• Short and Long-term disability insurance
• Company paid vacation, paid leave and holidays

This position will remain open until a qualified applicant is hired.

Position Requirements

Skills

• Proven sales and relationship-building skills with the ability to identify needs and recommend appropriate financial solutions.
• Strong client service and communication skills with a focus on delivering exceptional client experience.
• Ability to achieve sales, referral, and retention goals in a results-driven environment.
• Strong attention to detail and commitment to accuracy.
• Effective organizational, problem-solving, and time management skills.
• Proficiency with banking systems, digital banking platforms, Microsoft Office 365 including Copilot and Excel preferred.
• Ability to work collaboratively while maintaining accountability for individual performance goals with strong self-driven work ethic.

Education & Experience

• High school diploma, GED, or equivalent required; Associate's degree or higher preferred.
• 2+ years of banking or relevant sales experience required.
• Prior NMLS licensing required and ability to obtain a state notary license.

Physical Requirements

The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday . The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to e xpress or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required . Position requires lifting and/or the exerting of up to 10 pounds of force.

Full-time/Part-time

Full-time

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