Personal Banker

About the role

The Personal Banker is responsible for ensuring customer satisfaction and making decisions on behalf of the bank by assisting with a wide variety of duties including opening new accounts. This role supports efforts to maximize revenue, deposit growth, sales, customer satisfaction, and minimize operational losses.

Responsibilities

• Provides courteous attention to customers promoting satisfied and long-term financial relationships while contributing to the overall profitability of the bank.
• Greets and addresses customers with respect and by name.
• Participates and shows initiative towards sales and promotion of bank products and services.
• Possesses the knowledge to assist customers in a variety of areas, including new accounts, updating accounts, electronic banking, ACH and wire transfers and is able to offer solutions that fit specific customer needs.
• Develops an understanding of internal bank policies, as well as a strong understanding of banking regulations.
• Acts as an escalation point for customer inquiries, and is able to use a combination of critical thinking and an understanding of existing policies to answer questions and problem-solve.
• Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
• Demonstrates leadership in bringing bank staff together to meet strategic goals.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field of study preferred.
• 2+ years Banking experience preferred.
• Understanding of banking regulations required, training provided.
• Experience with electronic banking desired.

Qualifications

• Passes a pre-employment screening including credit history and criminal record check.

Skills

• Customer Service
• Sales
• Banking Regulations
• Electronic Banking

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Vacation, Sick, and Holiday time
• A competitive 6% 401k match
• And more!

Pay

Salary Range $20.00-$27.00/hour, depending on applicant’s prior experience.

Schedule

This position is located in Loveland, CO, and is not a remote position.