Personal Banker

Performance Bankers•Loveland, CO

3d•Onsite

About The Position

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

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.

Responsibilities

Provides courteous attention to customers promoting satisfied and long-term financial relationships while contributing to the overall profitability of the bank.
Ensures customers receive timely and high-quality customer service.
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.