Personal Banker

Academy Bank; Denver (CO); Hybrid; USD 63,039,000 - 75,823,000; Full time

Benefits offered by this job

Medical

Vision

401(k) plan

Short and Long-term disability

Vacation, paid leave and holidays

Job summary

Academy Bank in Denver seeks a Personal Banker who builds relationships with clients to assess financial needs and deliver banking solutions. You will open accounts, promote products, and guide customers through digital banking tools to enhance their experience.

The role emphasizes sales goals, accuracy, and regulatory compliance while delivering exceptional service in a team environment. NMLS licensing is required or attainable, with full-time hours and competitive benefits.

Qualifications

• Strong written and verbal communication skills required.
• Ability to promote bank products and meet sales goals.
• NMLS licensing and registration is required or obtainable.
• High school diploma or equivalent is required; further education preferred.

Responsibilities

• Provide fast, easy, and personal client service and resolve issues promptly.
• Promote consumer and small business banking products to clients and prospects.
• Open checking and savings accounts and process transactions.
• Refer products to other bank lines and educate clients on digital banking platforms.
• Maintain regulatory compliance and protect client information.

Skills

Strong communication

Sales skills

Attention to detail

Organizational skills

Basic math

MS Office

NMLS licensed

Education

High school diploma / GED

Associate degree or higher preferred

Tools

Microsoft Office suite

Ten-key calculator

Office equipment familiarity

Job description

Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.

Responsibilities

• Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
• Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
• Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
• Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
• Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
• Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
• Works closely with clients and business partners to refer products and services to other business lines.
• Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
• Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
• Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
• When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
• Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
• Protect all client and bank information confidentially and follow all company policies.
• Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
• Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
• Working at the worksite during regular business hours and/or assigned hours.
• Other specified duties as assigned.

The Personal Banker position p ay rate is $22.00 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

• Strong written and verbal communication skills required.
• Strong attention to detail and ability to complete work accurately.
• Ability to organize work.
• Strong sales skills.
• Basic math skills including the ability to calculate figures and amounts such as cash back and percentages.
• Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
• Ability to be NMLS licensed and registered.

Education & Experience

• High school diploma, GED, or equivalent, required, Associate degree or higher preferred.
• Previous banking experience preferred.
• 6 months in a client service experience role preferred.
• Minimum 6 months cash handling experience preferred.
• Ability to be NMLS licensed and registered and 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