Relationship Banker: Grow Client Wealth & Digital Banking

Academy Bank; Colorado Springs (CO); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) plan

Company paid life insurance

Short and Long-term disability保险

Job summary

Academy Bank in Colorado Springs seeks a personable Personal Banker focused on building lasting client relationships and providing tailored financial solutions. You will drive sales, assist with deposits, cards, and loans, and promote digital banking tools while delivering exceptional service.

This role emphasizes outbound calls, in-branch service, and collaborative teamwork within a branch setting. Prior banking experience and NMLS licensing are valued.

Qualifications

• High school diploma or GED; Associate degree preferred.
• 2+ years banking or relevant sales experience required.
• NMLS licensing required; ability to obtain a state notary license.
• Strong sales and relationship-building abilities.
• Excellent client service and communication skills.
• Attention to detail and accuracy.
• Ability to work with the branch team and meet goals.

Responsibilities

• Actively develop new business and deepen client relationships through promotions of bank products via calls and group presentations.
• Deliver fast, personalized service and resolve client issues promptly.
• Meet or exceed sales, referral, and retention goals through effective relationship management.
• Identify client financial needs and provide tailored solutions (deposits, digital banking, cards, loans).
• Educate clients on digital banking tools and self-service channels.
• Collaborate with internal partners to identify referral opportunities and provide comprehensive solutions.
• Accurately open and service accounts and complete documentation per procedures.
• Ensure compliance with regulations and bank policies.
• Complete required training and stay updated on products and procedures.
• Other duties as assigned.

Skills

Sales & relationship-building

Client service

Goal achievement

Attention to detail

Organizational skills

Banking software & Office 365

Team collaboration

Education

High school diploma or equivalent

Associate degree preferred

2+ years banking or sales experience

NMLS licensing required

Notary license (state)

Tools

Copilot in Microsoft 365

Excel

Banking software

Job description

Academy Bank in Colorado Springs seeks a personable Personal Banker focused on building lasting client relationships and providing tailored financial solutions. You will drive sales, assist with deposits, cards, and loans, and promote digital banking tools while delivering exceptional service.

This role emphasizes outbound calls, in-branch service, and collaborative teamwork within a branch setting. Prior banking experience and NMLS licensing are valued.