Personal Banker
Jobtailor
Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks Achieving your daily key performance metrics while balancing competing priorities Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards Other job duties as assigned Requirements HS Diploma or equivalent One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience Reliable transportation and ability to work branch hours, including weekends and some evenings Ability to obtain NMLS registration within 90 days Core Competencies Demonstrates strong customer engagement and sales skills by converting routine service requests into cross-sell opportunities while adhering to industry standards. Capable of managing transactions and maintaining a cash drawer effectively, with a focus on achieving performance metrics. Highest-signal resume keywords Customer Engagement Sales Opportunity Creation Key Performance Metrics Achievement Transaction Management NMLS Registration ATS Optimization Keywords Hard Skills Sales Techniques Product Recommendations Cash Drawer Management Bank Documentation Transaction Processing Soft Skills Relationship Building Time Management Communication Skills Certifications & Qualifications NMLS Registration Industry Keywords Retail Banking Cross-Selling Client Relationships Service Requests Referral Networks #J-18808-Ljbffr
- ...truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships...SuggestedHourly payFull timeContract workWork at officeShift work
$22.03 per hour
...Personal Banker Do you enjoy helping people, solving problems, and learning new things? Central Bank is hiring a Personal Banker to join our Colorado Springs Team. As a Personal Banker, you will be responsible for helping customers Dream Bigger. Bank Better by facilitating...Suggested$20 - $24.5 per hour
...Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing...SuggestedHourly payFull timeTemporary workWork at office- ...say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers...SuggestedFlexible hours
$25 - $38.46 per hour
...and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus... ...and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial...SuggestedHourly payWork experience placementDay shift$25 - $38.46 per hour
...and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus... ...and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial...Hourly payFull timeWork experience placementFlexible hoursDay shift$80k - $150k
...Denver Colorado Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise...Work experience placementWork at officeLocal areaFlexible hoursNight shift$25 - $26.77 per hour
Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Job TitlePrincipal Financial AssociateFunctional TitleFinancial Management IIIContract position State LocationColorado Springs - CO - Colorado Springs, CO US (Primary)EducationBachelor's Level DegreeJob TypeFull-timeJob Description•The candidate shall be able to assist,...Contract workWork at office
- ...to accelerate what’s next. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good. If you are looking to stretch and grow your career our culture will...Full timeWork experience placementWork at officeLocal areaImmediate start2 days per week
$97k - $192k
...top leadership position. He’s been married for 19 years and is a proud father of three, committed to making a positive impact both personally and professionally. Jacob Plowman is a Managing Partner with Modern Woodmen and has been with the organization for 1.5 years....Work at officeLocal areaWork from homeFlexible hours- ...CIMs, installation personnel, and partner organizations to ensure integrated support and continuity of care. Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand. Maintain professional credentials and complete all...Hourly payFull timeRelocation
- Northwestern Mutual is seeking College Financial Representatives for their internship program in Colorado Springs, CO. Interns will build an integrated financial planning practice with guidance from experts and earn performance-based earnings. Responsibilities include ...Full timeInternshipFlexible hours
- ...and changing lives. We take pride in providing our employees with meaningful employment, a supportive culture, and a well-balanced personal & work life alignment.What We Offer Our Team Members:Generous Paid time-off (PTO) and paid holidaysMedical, Dental, and Vision...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Work at office$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours- ...team members who always put our Future Professionals first. Not only do we offer an education second to none, we also make time for personal and communal growth through opportunities such as FUNraising monthly team trainings, student clubs and activities, fashion shows,...Work at office
- ...together. Your experience matters — and here, it’s a foundation for building a meaningful, long‑term career. What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ..., we seek leaders with entrepreneurial mindsets and a desire for professional growth. What Our Financial Advisors Do Serve as a personal coach to our nation’s military families, focusing on a constantly evolving financial plan. Help families manage day‑to‑day finances...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office
- ...a sales role. It’s a relationship, communication, and execution role for those who thrive in an environment that values teamwork, personal growth, and client-first service. Key Responsibilities Client Communication Serve as the primary point of contact between client...
- Overview Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Full timeContract workFor contractorsWork at office$97k - $192k
...top leadership position. He’s been married for 19 years and is a proud father of three, committed to making a positive impact both personally and professionally. Jacob Plowman is a Managing Partner with Modern Woodmen and has been with the organization for 1.5 years....Work at officeLocal areaWork from homeFlexible hours$165k
...their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Senior Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group,...Full timeWork at office- 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Modern Woodmen of America Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization...Full timeLocal area
- ...Job Description Job Description We're looking for an experienced, well-versed, and tenacious Special Assets banker to join our credit administration team. Individual must be located in Colorado or Nebraska Signing Bonus may apply. Adams Bank & Trust is a...Full timeRelocation package
$22.83 per hour
Overview The Universal Banker I plays a key role in delivering exceptional customer service and supporting branch operations. This position... .... Primary responsibilities include opening and closing personal and business accounts, issuing certificates of deposit, and ordering...Temporary workWork at officeLocal areaVisa sponsorshipWork visaShift workNight shift$116.2k - $194k
Overview AMERICAN SYSTEMS is seeking our Next Risk Manager! As the Risk Manager on the NISSC 3 program, you will lead the identification, assessment, tracking, and reporting of program risks, issues, and opportunities. You will develop and drive mitigation strategies...Contract work- Job Description Job Description Financial Aid Representative IntelliTec College - Colorado Springs Full-Time IntelliTec College is recruiting for a full-time Financial Aid Advisor at our Colorado Springs campus. Position Purpose Responsible to package...Full timeWork at officeMonday to Friday
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