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Dickinson Financial Corporation

Personal Banker

englewood, CO

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Job description

Summary

nPersonal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.

nResponsibilities

nnnProvides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.

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nnPromotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.

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nnAchieves specific sales goals on a daily, monthly, quarterly and annual basis.

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nnDevelops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.

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nnOpens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.

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nnActively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.

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nnWorks closely with clients and business partners to refer products and services to other business lines.

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nnEducates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.

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nnEthically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.

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nnProtects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.

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nnWhen delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.

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nnMaintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.

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nnProtect all client and bank information confidentially and follow all company policies.

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nnUnderstand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).

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nnComplete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.

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nnWorking at the worksite during regular business hours and/or assigned hours.

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nnOther specified duties as assigned.

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n nCompensation & Benefits

nThe Personal Banker position pay rate is $22.00 to $26.50 per hour depending on experience. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.

nFull‐time associates are eligible for our benefits package:

nnnMedical

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nnDental

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nnVision

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nn401(k) plan

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nnCompany paid life insurance

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nnShort and Long-term disability insurance

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nnCompany paid vacation, paid leave and holidays

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n nThis position will remain open until a qualified applicant is hired.

nSkills

nnnStrong written and verbal communication skills required.

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nnStrong attention to detail and ability to complete work accurately.

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nnAbility to organize work.

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nnStrong sales skills.

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nnBasic math skills including the ability to calculate figures and amounts such as cash back and percentages.

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nnProficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.

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nnAbility to be NMLS licensed and registered.

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n nEducation & Experience

nnnHigh school diploma, GED, or equivalent, required, Associate degree or higher preferred.

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nnPrevious banking experience preferred.

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nn6 months in a client service experience role preferred.

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nn6 months sales experience preferred.

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nnMinimum 6 months cash handling experience preferred.

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nnAbility to be NMLS licensed and registered and obtain a state notary license.

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n nPhysical Requirements

nThe work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.

nEqual Opportunity Employer/Disabled/Veterans

nAcademy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email

Worksite address

englewood, CO, 80151, US

Who can apply

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