Universal Banker

Corefirst Bank & Trust • Englewood, CO

13d • $24 • Hybrid

About The Position

Universal Bankers assist existing and potential Bank customers with products and services. This key sales and service role generates new business and strengthens household relationships by selling the benefits of CoreFirst products and services to prospective and existing customers. Performs outbound sales calls and other business-generating activity.

Requirements

• One (1) year of customer service experience, including cash handling
• One (1) year of banking experience strongly preferred
• Six (6) months of sales experience preferred
• High School Diploma or equivalent required
• Working knowledge and proficient use of Microsoft suite.
• Ability to adapt quickly to changes in procedure and/or technology.
• Proficiency with processes and procedures related to consumer deposit and loan products.
• Professionalism and composure; strong sales awareness; ability to contribute to a motivated environment; ability to monitor key details and set priorities; goal-oriented mindset.
• Applicants must pass a drug screen and background checks

Nice To Haves

• some college preferred

Responsibilities

• Illustrates and sells the benefits of CoreFirst products and services to prospective and current customers to generate new business and strengthen existing household relationships.
• Refers customers to appropriate Bank personnel.
• Assists existing Bank customers with their financial needs, from start to finish whenever possible, by listening and asking appropriate questions.
• Responsibilities include, but are not limited to, answering customers’ questions, performing account maintenance, investigating and correcting errors according to customer and bank records, and informing customers of bank processes and procedures.
• Performs additional work necessary to achieve branch sales goals.
• Supports the operational functionality of the branch by opening and/or closing the branch, balancing the vault, assisting with completion of internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and carrying out other administrative functions, as needed.
• Responds to and appropriately resolves external customer escalations regarding Bank sales and services.
• Compiles sales and service reporting to report achievements toward goals.
• Compiles information and enters this data into software programs or spreadsheets, accurately and according to processes and procedures.

Benefits

• Medical, dental, and vision insurance with employer contributions
• employer-paid life and disability coverage
• employee assistance program (EAP)
• 401(k) plan with company match of up to 3% and an additional 50% of the next 2% of the pay you contribute
• Hours of PTO earned each pay period 5.34 hours (approximately 16 days)
• up to 11 paid holidays
• Dependent care FSA

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED