Personal Banker

Talentify; Colorado Springs (CO); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Central Bank in Colorado Springs is hiring a Relationship Banker to help customers Dream Bigger and Bank Better by delivering a superior banking experience.

You will open and close accounts, cross-sell products, and guide customers through online banking, bill pay, and account management. Strong communication and relationship-building skills are essential as you grow our customer base.

Qualifications

• 3 years’ experience in banking or financial services preferred.
• Bachelor’s degree or equivalent.
• Direct customer service and sales experience preferred.
• Strong customer service and relationship-building skills.
• Excellent verbal and written communication with tact and diplomacy.

Responsibilities

• Open/close accounts and products per regulations and paperwork.
• Cross-sell banking products and maintain profitable customer relationships.
• Facilitate referrals for loans, merchant services, or investments and track them.
• Assist customers with online banking, bill pay, and account management.
• Provide legendary service with inquiries, balancing, and reconciliation.

Skills

Customer service

Sales

Relationship building

Communication

Problem solving

Education

Bachelor's degree (equivalent)

Job description

Description

Relationship Banker

Do you enjoy helping people, solving problems, and learning new things? Central Bank is hiring a Relationship Banker to join our Colorado Springs Team. As a Personal Banker, you will be responsible for helping customers Dream Bigger. Bank Better by facilitating a positive banking experience for all customers.

Responsibilities Include:

• Perform all activities related to the opening or closing of various types of accounts and products while ensuring applicable regulations, disclosures, policies, and procedures are observed, and all necessary paperwork is processed accurately.
• Cross-selling various banking products and services, while ensuring a positive and profitable relationship exists between the Bank and customers and ensuring customers have all appropriate information and applications.
• Facilitate a positive referral process for customers who are needing loan, merchant, and/or investment services. Including ensuring all referrals are properly tracked.
• Aid customers in establishing online banking and assist with any problems that may arise, including advising them on how to establish online bill pay and account management.
• Oversee bulk check order process and handle any issues that may arise.
• Ensure branch standards are met, including directing lobby and phone traffic, disburse mail, monitoring supplies including printed materials.
• Develop and maintain customer and client relationships through consistent communication, while striving to grow the customer base with new personal and business accounts.
• Ensure proper coverage and cross-training through the development of manuals and supporting documentation of key tasks, product knowledge, account management, and customer relations.
• Provide legendary customer service through assisting customers with account inquiries, balancing, reconciliation, and other functions, while ensuring a prompt and courteous response.
• Assist in tracking and implementing sales initiatives, scheduled tasks, promotions, products, and referrals.
• Monitor and meet established accounts, sales, and referral goals.
• Maintain continuous professional development through related educational and development activities.
• Other duties as assigned.

Bank Central offers a competitive benefits program.

This position starts at $22.03 and can increase from there depending on experience.

Qualifications

Requirements:

• Three years’ experience working for a bank or other financial institution preferred.
• Equivalent of a bachelor’s degree.
• Experience in direct customer service roles and sales experience is preferred.
• Strong customer service and relationship building skills.
• Ability to identify customer needs and develop creative, workable solutions to meet customers needs.
• Excellent verbal and written communication skills, including the ability to demonstrate tact and diplomacy.
• Positive time and task management, organizational, and problem-solving skills.