Personal Banker

Academy Bank; Denver (CO); On-site; USD 22,730 - 32,373; Full time

Job summary

Academy Bank is seeking a Personal Banker in Denver, CO. You will deliver fast, personal service, understand client financial needs, and promote banking products to individuals and small businesses while handling account openings with accuracy.

You will build relationships with clients and partners, educate customers on digital banking tools, and work toward daily and monthly sales targets in a team-driven environment. This role requires compliance with all banking regulations and policies.

Qualifications

• Experience delivering quality customer service in a fast-paced environment.
• Ability to promote banking products and cross-sell services.
• Strong communication and interpersonal skills.

Responsibilities

• Provides fast, easy, and personal service to clients while delivering solutions.
• Promotes banking products to individuals and small businesses using direct sales techniques.
• Meets daily/ monthly/ quarterly and annual sales goals.
• Builds and maintains relationships with partners to maximize opportunities.
• Opens and processes accounts and handles client transactions accurately.
• Educates clients on online banking, mobile app, and other self-service channels.
• Refers products across business lines to meet client needs.
• Ensures proper documentation and regulatory compliance for operations.
• Protects client information and bank assets in line with policies.
• Supports banking center operations including cash handling and audits.
• Keeps up-to-date with regulations and company policies.
• Aligns with the company mission, vision, and values.
• Completes monthly regulatory training and works assigned hours.

Skills

Customer Service

Sales Skills

Team Collaboration

Job description

Summary

Personal Bankers are enthusiastic/self‑motivated individuals with proven success at delivering solutions that help clients achieve financial freedom and peace of mind. They build professional relationships with existing and potential clients, understand financial needs, deliver valuable products and services to meet those needs, and complete account opening accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience, 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" service consistent with Company client service standards, including resolving problems, building relationships, handling special requests, greeting clients warmly, and taking ownership in all situations to ensure timely resolution.
• Promotes consumer and small business banking products and services using direct sales techniques, handing out brochures, engaging potential clients in conversations about banking needs, and speaking positively about the bank's products.
• Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
• Develops and maintains relationships with business partners to maximize opportunities and meet sales standards, aiming to earn 100% of the client's business.
• Opens checking and savings accounts, processes client transactions, and recommends other products including credit cards and loans.
• Demonstrates digital expertise by using digital platforms and educating clients and associates about online banking, bill pay, mobile banking app, smart ATMs, chat boxes, and other self‑service channels.
• Works closely with clients and business partners to refer products and services to other business lines.
• Educates clients on banking services and resolves concerns efficiently.
• Conducts operational tasks related to protecting client and bank assets, including proper documentation of account opening, accounting for cash and negotiable instruments, completing logs, and maintaining regulatory compliance.
• Protects client information and bank trade secrets as confidential, following all company policies for communication.
• When delegated by the Banking Center Manager, implements banking center operations procedures, including maintenance of cash supplies, auditing, documentation, compliance, and overall operational integrity.
• Maintains current knowledge and compliance with regulations and bank policies (BSA, OFAC, Associate Handbook, Operations, Audit, Security).
• Instills and communicates the Company’s mission, vision, and values (Pillars of Success).
• Completes monthly training on regulatory requirements, policies, and procedures.
• Works during regular business hours or assigned hours.
• Performs other specified duties as assigned.

Compensation & Benefits

Salary: Minimum $20.00 per hour. Eligible for additional incentive compensation monthly based on achievement of incentive goals.

Benefits (full‑time associates):

• Medical
• Dental
• Vision
• 401(k) plan
• Company‑paid life insurance
• Short‑ and long‑term disability insurance
• Company‑paid vacation, paid leave and holidays

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