Personal Banker: Drive Financial Growth & Customer Experience

Academy Bank; Pueblo (CO); Vor Ort; USD 28.000 - 34.000; Vollzeit

Benefits dieser Stelle

Medical

Vision

401(k) plan

Short and Long-term disability

Company paid vacation, paid leave and

Zusammenfassung

Academy Bank in Pueblo, CO is seeking a Personal Banker who will deliver fast, personal service and build lasting relationships with clients. You will promote banking products, open accounts, and guide customers through digital banking tools to meet their financial needs.

The role emphasizes meeting sales targets, ensuring accuracy in transactions, and collaborating with team members to enhance the client experience.

Qualifikationen

• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Ability to organize work.
• Strong sales abilities and customer service focus.
• Proficiency with basic office tools and tech.
• NMLS licensed/registered or ability to obtain.
• Education: high school diploma or GED; associate degree preferred.
• Minimum 6 months cash handling experience preferred.

Aufgaben

• Provides fast, personal client service and resolves issues.
• Promotes banking products to clients and prospects.
• Achieves sales goals on a regular cadence (daily, monthly, quarterly, yearly).
• Opens accounts and processes transactions, recommending other products as appropriate.
• Educates clients on digital banking platforms and self-service channels.
• Refers products to other bank lines and maintains client relationships.
• Ensures regulatory compliance and protects client information.
• Collaborates with partners to grow business opportunities.

Kenntnisse

Written & verbal communication

Attention to detail

Organization

Sales skills

Basic math

Microsoft Office

NMLS licensed/registered

Ausbildung

High school diploma / GED

Associate degree preferred

Tools

Microsoft Office

Ten-key calculator

Jobbeschreibung

Academy Bank in Pueblo, CO is seeking a Personal Banker who will deliver fast, personal service and build lasting relationships with clients. You will promote banking products, open accounts, and guide customers through digital banking tools to meet their financial needs.

The role emphasizes meeting sales targets, ensuring accuracy in transactions, and collaborating with team members to enhance the client experience.