Personal Banker Park Hill

Academy Bank; Denver (CO); Hybrid; USD 30.000 - 39.000; Vollzeit

Benefits dieser Stelle

Medical

Vision

401(k) plan

Short and long-term disability

Paid vacation, paid leave and holidays

Zusammenfassung

Academy Bank is seeking a Personal Banker focused on building and deepening client relationships while driving sales of bank products. You will open accounts, advise clients on digital tools, and coordinate with internal partners to deliver comprehensive financial solutions.

The role emphasizes proactive outreach, compliance, and delivering an exceptional client experience in a branch setting.

Qualifikationen

• High school diploma or equivalent required; associate degree preferred.
• 2+ years in banking or relevant sales experience required.
• NMLS licensing required and ability to obtain a state notary license.

Aufgaben

• Actively develop new business and deepen existing client relationships through promotion of bank products via calls, meetings, and group presentations.
• Deliver fast, easy, and personalized service, resolving issues promptly and building lasting relationships.
• Meet or exceed sales, referral, and client retention goals through effective relationship management.
• Identify client financial needs and provide tailored solutions including deposits, digital banking, credit cards, and lending products.
• Educate clients on digital banking tools and self-service channels to increase adoption.
• Collaborate with internal partners to identify referrals and ensure comprehensive financial solutions.
• Accurately open and service accounts, process transactions, and document in accordance with procedures and regulations.

Kenntnisse

Sales skills

Relationship building

Client service

Communication

Attention to detail

Digital banking tools

Office 365 Copilot

Team collaboration

Self-motivation

Ausbildung

High school diploma, GED, or equivalent

Associate’s degree or higher preferred

NMLS licensing

State notary license ability

Tools

Microsoft Copilot

Excel

Jobbeschreibung

Personal Bankers are relationship-driven professionals who are passionate about helping clients achieve financial well-being and confidence in their financial future. They build and deepen relationships with existing and prospective clients by understanding their unique financial goals, recommending tailored banking solutions, and ensuring a seamless and accurate account opening experience. Successful Personal Bankers deliver exceptional client service through meaningful conversations, proactive outreach, and knowledgeable guidance on the Bank’s products and services. Working collaboratively with branch team members, Personal Bankers contribute to individual, branch, and organizational goals while fostering long-term client loyalty and financial growth.

Responsibilities

• Actively develop new business and deepen existing client relationships through enthusiastic, ethical promotion of bank products through cold calling, daily outbound calls and sales meetings, and group presentations of appropriate consumer and small business banking products and services.
• Deliver an exceptional client experience by providing fast, easy, and personalized service, resolving issues promptly, building lasting relationships, and taking ownership of client needs through successful resolution.
• Meet or exceed established sales, referral, and client retention goals through effective relationship management and consistent execution of sales strategies.
• Identify client financial needs and provide tailored solutions, including deposit accounts, digital banking services, credit cards, and lending products, while promoting a full-service banking relationship.
• Educate clients on digital banking tools and self-service channels, increasing adoption and enhancing the overall client experience.
• Collaborate with internal business partners to identify referral opportunities and ensure clients receive comprehensive financial solutions.
• Accurately open and service accounts, process transactions, and complete all required documentation in accordance with established procedures and regulatory requirements.
• Ensure compliance with all applicable regulations, bank policies, and procedures, including BSA, OFAC, audit, and security requirements.
• Complete required training in a timely manner and maintain current knowledge of bank products, services, regulatory requirements, and company policies and procedures.
• Other specified duties as assigned.

The Personal Banker position pay rate is $22.00 to $28.50 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

• Proven sales and relationship-building skills with the ability to identify needs and recommend appropriate financial solutions.
• Strong client service and communication skills with a focus on delivering exceptional client experience.
• Ability to achieve sales, referral, and retention goals in a results-driven environment.
• Strong attention to detail and commitment to accuracy.
• Effective organizational, problem-solving, and time management skills.
• Proficiency with banking systems, digital banking platforms, Microsoft Office 365 including Copilot and Excel preferred.
• Ability to work collaboratively while maintaining accountability for individual performance goals with strong self-driven work ethic.

Education & Experience

• High school diploma, GED, or equivalent required; Associate’s degree or higher preferred.
• 2+ years of banking or relevant sales experience required.
• Prior NMLS licensing required and ability to 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

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