Relationship Banker: Grow Relationships & Sales

Ultipro; Edwards (CO); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Paid holidays

Paid vacation

Job summary

Ultipro in Edwards, Colorado is seeking a Personal Banker to grow business and deepen customer relationships by promoting banking products and delivering high-quality service while supporting the banking center staff.

Responsibilities include greeting customers, building relationships, opening deposit accounts, taking loan applications, and processing transactions accurately in a fast-paced environment. A Notary is required or willing to become one; bilingual skills are a plus.

Qualifications

• Minimum of one year successful sales experience in an incentive-driven or relational selling environment.
• Minimum of 6 months of cash handling experience in a retail sales environment.
• Ability to generate referrals including making on-site visits with local businesses.
• Ability to work effectively as a team member and with customers.
• Strong work ethic and high integrity.
• Proficient with Microsoft applications (Word, Outlook, Excel).

Responsibilities

• Greet customers and facilitate a welcoming environment.
• Provide extraordinary customer service while achieving goals and supporting banking center staff.
• Build and maintain relationships to identify financial products and services that meet needs.
• Promote financial products and services.
• Open deposit accounts and take loan applications; process consumer loan/credit line requests.
• Process customer transactions accurately and efficiently in a fast-paced environment.
• Generate new business and expand relationships with customers through networking.
• Respond to customer inquiries and concerns and create positive solutions.
• Support other employees as needed.

Skills

Sales experience

Cash handling

Referral generation

Teamwork

Integrity

MS Office

Friendly and confident

Notary availability

Tools

Microsoft Office

Job description

Ultipro in Edwards, Colorado is seeking a Personal Banker to grow business and deepen customer relationships by promoting banking products and delivering high-quality service while supporting the banking center staff.

Responsibilities include greeting customers, building relationships, opening deposit accounts, taking loan applications, and processing transactions accurately in a fast-paced environment. A Notary is required or willing to become one; bilingual skills are a plus.