Personal Banker

Dickinson Financial Corp•Colorado Springs, CO

21d•$20 - $27

About The Position

Personal Bankers are relationship-driven professionals who help clients achieve financial well-being and confidence in their financial future. They build and deepen relationships with existing and prospective clients by understanding financial goals, recommending tailored banking solutions, and ensuring a seamless, accurate account-opening experience. Through meaningful conversations, proactive outreach, and knowledgeable guidance on the Bank’s products and services, they deliver exceptional client service. Working collaboratively with branch team members, Personal Bankers contribute to individual, branch, and organizational goals while fostering long-term client loyalty and financial growth. The position pays $20.00 to $26.50 per hour depending on experience and is eligible for additional monthly incentive compensation based on achievement of established incentive goals. The position will remain open until a qualified applicant is hired.

Requirements

Proven sales and relationship-building skills, including the ability to identify needs and recommend appropriate financial solutions.
Strong client service and communication skills focused on delivering an exceptional client experience.
Ability to achieve sales, referral, and retention goals in a results-driven environment.
Strong attention to detail and commitment to accuracy.
Effective organizational, problem-solving, and time-management skills.
Ability to work collaboratively while maintaining accountability for individual performance goals, with a strong self-driven work ethic.
High school diploma, GED, or equivalent required.
At least 2 years of banking or relevant sales experience required.
Prior NMLS licensing required and ability to obtain a state notary license.

Nice To Haves

Associate’s degree or higher.
Proficiency with banking systems, digital banking platforms, and Microsoft Office 365, including Copilot and Excel.

Responsibilities

Actively develop new business and deepen existing client relationships through ethical promotion of bank products, including cold calling, daily outbound calls, sales meetings, and group presentations of appropriate consumer and small business banking products and services.
Deliver fast, easy, and personalized client service, resolve issues promptly, build lasting relationships, and take ownership of client needs through successful resolution.
Meet or exceed established sales, referral, and client retention goals through effective relationship management and consistent execution of sales strategies.
Identify clients’ financial needs and provide tailored solutions, including deposit accounts, digital banking services, credit cards, and lending products, while promoting a full-service banking relationship.
Educate clients on digital banking tools and self-service channels to increase adoption and enhance the client experience.
Collaborate with internal business partners to identify referral opportunities and ensure clients receive comprehensive financial solutions.
Accurately open and service accounts, process transactions, and complete required documentation in accordance with established procedures and regulatory requirements.
Ensure compliance with applicable regulations, bank policies, and procedures, including BSA, OFAC, audit, and security requirements.
Complete required training in a timely manner and maintain current knowledge of bank products, services, regulatory requirements, and company policies and procedures.
Perform other specified duties as assigned.