Personal Banker

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

Benefits offered by this job

Medical

Dental

Vision

401(k) plan

Company paid life insurance

Short and Long-term disability insurance

Company paid vacation, paid leave and holidays

Job summary

Academy Bank in Thornton, Colorado is seeking a driven Personal Banker to foster client relationships and promote banking products. The role involves ensuring client satisfaction and achieving sales goals while providing valuable services in a fast-paced environment.

As a Personal Banker, you'll leverage your customer service skills, digital expertise, and sales knowledge to assist clients in achieving financial freedom. This position offers competitive compensation starting at $20 per hour and various benefits including medical, dental, and retirement plans.

Qualifications

• Enthusiastic and self-motivated individuals with proven success in customer service.
• Ability to build professional relationships and promote banking products.
• Experience resolving client issues efficiently and effectively.

Responsibilities

• Provide excellent client service consistent with company standards.
• Promote consumer/small business banking products to clients.
• Achieve specific sales goals on a daily, monthly and annual basis.
• Open checking and savings accounts and process client transactions.
• Educate clients on digital banking platforms and services.
• Conduct operational tasks ensuring regulatory compliance.

Skills

Customer service

Sales techniques

Digital banking expertise

Communication

Job description

Overview

Summary 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" service consistent with Company client service standards, including 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, including 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.

Compensation & Benefits

The Personal Banker position pays a minimum of $20.00 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.

Benefits

• 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.