Senior Personal Banker

Heartland Financial USA, Inc.; Denver (CO); On-site; Full time

Job summary

A leading financial institution is seeking a Senior Personal Banker to enhance the customer experience in-branch while achieving sales goals. This role requires exceptional customer service skills, a background in sales, and a commitment to building lasting relationships. The position offers competitive hourly rates along with comprehensive benefits, making it an excellent opportunity for skilled professionals in the banking sector.

Benefits

Health, dental, vision insurance

20 days of paid time off

401(k) retirement savings plan

Tuition reimbursement

Employee Assistance Program

Qualifications

• 3-5 years of experience in sales & customer service.
• Previous teller or cash handling and consumer loan experience preferred.

Responsibilities

• Assist customers in branch with sales, service, and loan origination.
• Provide solutions based on customer needs and promote bank products.
• Work with banking team to achieve service and sales objectives.

Skills

Customer Service

Sales

Relationship Building

Needs-based Selling

Education

High School Diploma or equivalent

Associate or bachelor’s Degree

Job description

HTLF Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

HTLF Bank is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"

ABOUT THE JOB

The Senior Personal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including sales and service, consumer loan origination, and teller transactions as needed. Utilizing a needs-based selling approach, the Senior Personal Banker will provide solutions based on customer needs and how they like to conduct their banking. In addition, this position will be responsible for referrals to the other lines of business to meet the customer’s financial needs. The Senior Personal Banker will work with the banking team in attaining banking center goals and constantly striving to improve the profitability of the banking center.

WHAT DO YOU LIKE?

A Senior Personal Banker:

• Provides exceptional customer service while listening for sales opportunities, explaining, and promoting bank products or services to customers and actively participates in the referral process.

• Enjoys building relationships through actively monitoring the status of key customer relationships to promote business growth and service quality.

• Effectively listens to customers, identifies needs, expands & deepens customer relationships.

• Is good at adapting to differences in customers and responding to verbal & non-verbal clues.

• Presents solutions through product benefits, establishes a clear difference, overcomes resistance, asks for the business, completes the sale, nurtures relationships, and establishes methods for follow-up.

• Works collaboratively with the banking team to achieve customer service and sales objectives.

WHAT WILL MAKE YOU SUCCESSFUL?

A successful Senior Personal Banker typically has:

• High School Diploma or equivalent, associate or bachelor’s Degree.

• 3-5 years of experience in sales & customer service.

• Previous teller or cash handling and consumer loan experience preferred.

BENEFITS INCLUDE:

• Full insurance benefits, including health, dental, vision, short-term & long-term disability.

• 20 days of paid time off plus 11 paid holidays.

• 401(k) retirement savings plan with HTLF matching up to the first 5% of your contribution.

• Tuition reimbursement and student debt assistance.

• Employee Assistance Program, Perkspot employee discount program and much more!

The targeted salary range for this role is:

$24.79 - $32.23

HTLF offers competitive and varied benefits to eligible employees, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; an employee assistance program; tuition reimbursement; and various associate banking benefits. Benefit offerings and eligibility requirements vary. To learn more, please click here visit our Benefits page.

The annualized base salary range reflects figures based on the primary location. Pay ranges may vary based on work location. As a part of the total compensation package, this role may be eligible for a Bonus Plan or a role-specific commission/bonus. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things.

Additional Information:

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants remain open for approximately 5 days of the posting date listed.