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
$20.67 - $31.25 per hour
...Personal Banker Location: 5725 North Academy Boulevard - Colorado Springs, Colorado 80918-3684 Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover...SuggestedHourly payWork experience placementDay 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
$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...SuggestedFull timeTemporary workWork at office$25 - $38.46 per hour
...Private Client Banker Location: 1521 South 8th Street - Colorado Springs, Colorado 80906 Job Summary: Be a problem solver, trusted... ...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- ...Relationship Banker - Citadel Financial Center 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...Work at officeFlexible hoursShift workWeekend workDay shift
$80k - $150k
...Denver ColoradoJob SummaryKey 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 by...Work at officeLocal areaFlexible hoursNight shift$43.68k - $62.4k
...of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line role, you will provide support across multiple branch locations...Full timeWork experience placementFlexible hours$46k - $72k
...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...Local areaFlexible hoursAfternoon shift$85.5k - $146k
...greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology....Full timeLocal areaRemote work1 day per week$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 timeFor contractorsInternshipLocal areaFlexible hours$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- ...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
$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- Benefits: Flexible schedule Opportunity for advancement Training & development Are you looking for a meaningful career that has national brand support that people recognize and trust? As an Exclusive Financial Associate, you will help to build and protect...Base plus commissionFor contractorsLocal 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$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- ...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
- 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
- ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select... ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice...Immediate startAfternoon shift
- ..., 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...
- ...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
- 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 networking...Full timeInternshipFlexible hours
- 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...
$80k - $90k
...preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people,...Interim roleLocal areaImmediate startShift workDay shift$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$19.25 per hour
Position Summary Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE...$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- ...energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to make an impact, see immediate success, we could be the place for you! If you are self-motivated,...Work at officeImmediate startFlexible hours
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