Relationship-Driven Personal Banker

Academy Bank, N.A.; Greenwood Village (CO); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Medical

Vision

401(k) plan

Short and Long-term disability

Company paid vacation, paid leave and

Job summary

Academy Bank, N.A. is seeking a Personal Banker in Colorado to cultivate client relationships and deliver tailored banking solutions. You will drive sales, open accounts, and guide customers through digital tools while maintaining high service standards.

The role emphasizes proactive outreach, collaborative teamwork, and adherence to regulatory requirements in a fast-paced retail banking environment. The position offers full-time hours with a comprehensive benefits package and opportunities for

Qualifications

• High school diploma or GED required; associate degree or higher preferred.
• Minimum 2+ years of banking or relevant sales experience.
• Prior NMLS licensing required and ability to obtain a state notary license.
• Strong client-facing sales and relationship-building abilities.
• Ability to adhere to regulatory requirements and maintain accuracy.

Responsibilities

• Actively develop new business and deepen existing client relationships through cold calling, daily outbound calls and sales meetings, and group presentations of 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.

Skills

Sales & relationship-building

Customer service

Communication skills

Attention to detail

Digital banking tools

Banking systems

Microsoft Office 365

Copilot

Excel

Education

High school diploma or GED

Associate’s degree or higher preferred

Tools

Banking systems

Microsoft Office 365

Copilot

Excel

Digital banking platforms

Job description

Academy Bank, N.A. is seeking a Personal Banker in Colorado to cultivate client relationships and deliver tailored banking solutions. You will drive sales, open accounts, and guide customers through digital tools while maintaining high service standards.

The role emphasizes proactive outreach, collaborative teamwork, and adherence to regulatory requirements in a fast-paced retail banking environment. The position offers full-time hours with a comprehensive benefits package and opportunities for