Personal Banker

Performance Bankers•Greeley, CO

12d•Onsite

About The Position

The Personal Banker is responsible for ensuring customer satisfaction and making decisions on behalf of the bank while assisting with a wide variety of duties, including opening new accounts. The role supports efforts to maximize revenue, deposit growth, sales, and customer satisfaction while minimizing operational losses. The position is located in Greeley, Colorado, and is not remote. The bank describes itself as a family-owned institution focused on exceptional service, innovative banking solutions, and supporting the communities it serves. Its mission is to support the financial goals of individuals and businesses by offering a better banking experience.

Requirements

Understanding of banking regulations; training is provided.
Pass a pre-employment screening that includes a credit history and criminal record check.

Nice To Haves

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field of study preferred.
Two or more years of banking experience preferred.
Experience with electronic banking desired.

Responsibilities

Provide courteous attention to customers, promote satisfied and long-term financial relationships, and contribute to the bank’s overall profitability.
Ensure customers receive timely, high-quality customer service.
Greet and address customers respectfully and by name.
Participate in and show initiative toward sales and promotion of bank products and services.
Assist customers with new accounts, account updates, electronic banking, ACH and wire transfers, and offer solutions suited to their needs.
Develop knowledge of internal bank policies and a strong understanding of banking regulations.
Act as an escalation point for customer inquiries, using critical thinking and knowledge of policies to answer questions and solve problems.
Engage actively in the local community, including cross-selling and generating new lines of business with a focus on deposit growth.
Demonstrate leadership in bringing bank staff together to meet strategic goals.
Perform other duties as assigned.