Dickinson Financial Corporation Retail Personal Banker II in Colorado Springs, Colorado
Personal Banker II associates are experienced personal bankers with proven success at building professional relationships with customers and potential customers to understand their financial needs and to deliver valuable products and services to meet those needs. Successful Personal Banker IIs are enthusiastic about delivering excellent customer service; understanding and promoting bank products to individuals and companies, including personal and business accounts and consumer loans; conducting accurate banking transactions in a fast-paced environment, and working with a team to achieve individual and group goals.
•Explains, promotes and/or sells bank products and services as identified through interviewing customers and prospects including consumer deposit and loan products, business deposit and loan products and treasury management products.
•Conducts all aspects of account opening, including counseling and assisting customers advising and helping determine the type of account which will best meet the customer’s needs and performing clerical duties to open all types of accounts.
•Provides “fast, easy, and personal” consistent with Company customer service standards, including by resolving problems, building relationships, handling special requests, greeting customers in a friendly manner and making them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
•Works closely with the Banking Center Manager to develop an actionable sales plan to exceed branch goals
•Assists Banking Center Manager with inside and outside sales activities
•Meets established sales targets consistently
•Maintains up-to-date knowledge of all bank products and services
•Processes bank transactions including receiving checks and cash for deposit, verifying deposit amounts and examining checks for proper endorsement, cashing of checks and paying out money after customer verification.
•Communicates directly with customers in person, by telephone, or through correspondence regarding account inquiries and banking business.
•Maintains up-to-date knowledge of any changes in regulations and legislation affecting the bank’s products and services
•Completes all documentation pertaining to the opening of an account, insuring that all information is correct and properly recorded per requirements
•Keeps supervisor and management abreast of all situations that require special attention
•Adheres to bank’s compliance, security, and operational policies and procedures as well as financial loss standards
•Maintains customer information in complete confidence
•Has proven the ability to consistently meet or exceed established goals for the position
•Shows ability to meet increased sales goals over those required of entry level position
•Ability to work with more complex, high touch client relationships
•Assists in training new associates
•Excels at calling activities in and outside of the Banking Center
•Leads calling activities for the banking center
•Completes other specified duties as assigned
•3+ years in a customer facing role
•2+ years sales experience
•Cash handling experience; banking experience preferred
•Strong customer service skills
•Strong communication skills
•Basic math and counting skills
•Works well with others and is a dependable team member.
•Independent thinking and problem solving skills
•Excels at multitasking
•Ability to organize and prioritize work
•Working knowledge of common computer programs (i.e. Windows, MS Office, Email, etc.)
•Ability to be NMLS licensed and registered
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, marital status, gender identity, national origin, ancestry, protected veteran or military status, disability, pregnancy, genetic information or any other characteristic protected by applicable law.
Armed Forces Bank and Academy Bank are equal employment/affirmative action employers. If you need accommodation for any part of the employment process because of a medical condition or disability, please send an e-mail to email@example.com or call 816-412-6081 to let us know the nature of your request.