Personal Banker

Jobtailor; Denver (CO); On-site; USD 42,000 - 54,000; Full time

Job summary

Jobtailor in Denver, CO is seeking a customer-oriented sales professional for a branch role in workplace banking. You will build relationships, assess needs, and offer financial solutions while meeting daily targets and handling standard banking transactions.

The position requires retail sales experience, HS diploma, and the ability to obtain NMLS registration within 90 days; weekend/evening hours may be required.

Qualifications

• 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.
• Ability to work branch hours, including weekends and some evenings.
• Ability to obtain NMLS registration within 90 days.
• Ability to ask personalized questions and identify customer needs.
• Product knowledge and conversation skills.
• Compelling communication and problem-solving ability.
• Attention to detail.
• Ability to achieve daily key performance metrics.

Responsibilities

• Build customer relationships and recommend and sell products and services.
• Identify customer needs and offer financial solutions.
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks.
• Achieve daily key performance metrics while balancing competing priorities.
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards.
• Perform other duties as assigned.

Skills

Sales

Cross-Selling

Transaction Management

Account Maintenance

Bank Documentation

Customer Relationship Management

Communication Skills

Problem-Solving

Attention to Detail

Personalized Questioning

NMLS Registration

Education

HS Diploma

Job description

• Build customer relationships and recommend and sell products and services
• Identify customer needs and offer financial solutions
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other 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
• Ability to work branch hours, including weekends and some evenings
• Ability to obtain NMLS registration within 90 days
• Ability to ask personalized questions and identify customer needs
• Product knowledge and conversation skills
• Compelling communication and problem-solving ability
• Attention to detail
• Ability to achieve daily key performance metrics

Core Competencies

Demonstrates strong customer relationship management and sales skills, with the ability to identify customer needs and provide tailored financial solutions. Proficient in achieving key performance metrics while maintaining attention to detail and compliance with industry standards.

Highest-signal resume keywords

• Customer Relationship Management
• Sales Experience
• NMLS Registration
• Product Knowledge
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Sales
• Transaction Management
• Account Maintenance
• Cross-Selling
• Bank Documentation

Soft Skills

• Problem-Solving
• Attention to Detail
• Personalized Questioning

Certifications & Qualifications

• HS Diploma
• NMLS Registration

Industry Keywords

• Retail Environment
• Financial Solutions
• Key Performance Metrics
• Workplace Banking