Personal Banker

FIRST FIDELITY BANK•Westminster, CO

14d•$22 - $30•Onsite

About The Position

The Personal Banker builds lasting relationships with new and existing clients and provides exceptional service. The role supports clients in achieving financial goals by resolving issues, understanding financial needs, identifying suitable solutions, and delivering the Bank’s products and services. The Personal Banker proactively identifies opportunities to refer clients to other lines of business and expands existing relationships through client profiling, retail and small-business lending opportunities, and loan closing. Success requires familiarity with First Fidelity Bank accounts and products, genuine interest in clients, and a focus on solutions that benefit both the client and the Bank. The role may also include opening new accounts and performing Teller transactions, such as cashing checks, processing deposits, withdrawals and loan transactions, preparing change orders, and issuing cashier’s checks. The Personal Banker handles cash and coin, verifies transaction details, records transactions and documentation, and balances the drawer and coin vault within established accuracy standards. The position follows Bank policies and procedures and regulatory requirements, and requires regular, reliable attendance.

Requirements

At least six months of work experience providing customer service support or cash handling in financial services, retail sales, or another goal-oriented environment.
High school degree or equivalent required.
Proficient knowledge of bank products and services.
Strong work ethic and high integrity.
Friendly, courteous, and professional demeanor and appearance.
Excellent client-service, interpersonal, and communication skills, including the ability to build relationships and interact across organizational levels.
Outgoing, enthusiastic, confident, and sales-oriented; comfortable working in a goal-oriented environment.
Ability to meet and exceed established sales and referral activity expectations and actively participate in the Bank’s sales program.
Strong organizational skills and high accuracy.
Proficient computer and technical skills, including ability to use bank software products and branch capture equipment.

Nice To Haves

Previous Teller and sales experience preferred.
Some college preferred.

Responsibilities

Build, maintain, and grow client relationships through various communication channels.
Identify client needs and offer appropriate Bank products and services using a consultative approach.
Ask questions to understand clients’ priorities and tailor recommendations and solutions to their financial needs.
Explain product and account features, statements, and service charges clearly.
Connect clients with Bank specialists who can address specific financial needs.
Respond promptly and accurately to client requests, inquiries, and problems, resolving service issues effectively.
Expand existing relationships through profiling and proactively identify retail and small-business lending opportunities; close loans.
Open new accounts and assist with Teller transactions as needed, including check cashing, deposits, withdrawals, loan transactions, change orders, and cashier’s checks.
Handle cash and coin accurately; maintain an orderly drawer and coin supply; verify deposits, negotiability, signatures, and client balances.
Enter transactions into Bank records, complete documentation for large transactions, and balance daily transactions, the cash drawer, and coin vault.
Follow Bank policies, procedures, and regulatory banking requirements.
Demonstrate the Bank’s mission, core values, and service standards; maintain good work habits and reliable attendance.
Perform other relevant duties as assigned.