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 Jobtailor
- ...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 - $23 per hour
...Personal Bankers UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial...SuggestedLocal areaFlexible hoursAfternoon shift- ...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...SuggestedLocal areaFlexible hoursAfternoon shift
$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$19 - $23 per hour
...About The Opportunity Switchboard is seeking a Personal Banker on behalf of our client, a well-established, privately held community bank with a long history serving families and businesses across the region (company name and details will be provided in your initial interview...Suggested$20 per hour
...floater position, providing coverage and support across all Colorado Springs branch locations as business needs require. Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve...Full timeTemporary workWork at office$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 payWork experience placementDay shift- ...Relationship Banker Colorado Springs, Colorado **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position...Work at officeFlexible hoursShift workWeekend workDay shift
$20.25 - $24.75 per hour
...Job Description Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are...Temporary workLocal area$25 - $26.77 per hour
Job Description: 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 every day. ...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$80k - $150k
...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...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...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
- 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
- ...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
$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$61k - $119k
...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 their...Full timeContract workFor contractorsWork at office$50k
...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to...Work at officeWork from homeHome officeFlexible 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- ..., 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 required...Hourly payFull timeRelocation
- ...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 holidays ~ Medical,...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$65k - $80k
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and ...Work experience placementWork at officeLocal area- ..., 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...
$60k - $200k
...with the interpersonal skills to maintain long‑term trust. Growth Mindset: A passion for ongoing education and a desire to grow a personal practice within our firm. Local Presence: This is a full‑time, in‑office position in our Colorado Springs office. Qualifications &...Full timeWork at officeLocal area$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- 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
- ...provides support for various operational and problem‑solving functions such as working reports and performing basic needs analysis. This person must demonstrate integrity, ethical behavior, and a high level of confidentiality in recognizing and working with confidential...Work at office
- 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...
$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
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