Financial Relationship Banker - Academy & Morning Sun (CO Springs, CO)
About The Position
As a Financial Relationship Banker, you help consumer and business customers achieve their financial goals by retaining and growing customer relationships. You proactively identify customers’ financial goals and needs and recommend appropriate deposit, loan, and other banking products and services. The role is based in an office branch and involves customer service, relationship development, referrals, and helping customers use banking technology. The position requires a high school diploma or GED and at least one year of relevant customer service and sales experience, or qualifying military service. A bachelor’s degree and relevant experience are preferred. The role is subject to additional background check requirements, including providing fingerprints as required by NMLS regulations. The listed base compensation range is $24.00–$27.00 per hour; colleagues may also be eligible for an applicable incentive compensation plan.
Requirements
- High school diploma or GED.
- At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, or business-to-business sales; qualifying military service in administration, contracting, civil affairs, or a similar role may also meet the experience requirement.
- Provide fingerprints as required by NMLS regulations and meet additional background check requirements.
- Applicants must be currently authorized to work in the United States on a full-time basis; the employer will not sponsor applicants for immigration benefits.
Nice To Haves
- Bachelor’s degree and at least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, or business-to-business sales.
- Ability to build, deepen, and retain relationships.
- Acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
- Excellent verbal and written communication skills.
- Comfort with technology such as mobile services and online banking.
- Knowledge of consumer and business deposit products.
Responsibilities
- Provide excellent customer service and effectively resolve customer issues.
- Proactively identify opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, a new customer follow-up program, and referrals from customers, bank colleagues, and partners.
- Educate and refer customers to other areas of the bank to deepen relationships and build internal partnerships.
- Educate customers on how to optimize their use of online, mobile, and ATM banking.
- Maintain knowledge of products, services, technology, and policies.
- Follow operational, security, risk, and regulatory policies and procedures.
- Perform other duties as assigned.
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
- Potential eligibility to participate in an applicable incentive compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
