Personal Banker
1 week ago
Company Description
First American State Bank, founded in 1995, is a locally owned and operated community bank dedicated to providing exceptional service to meet customers' personal and professional needs. The bank prioritizes customer relationships, emphasizing attention to needs in delivering tailored solutions and account proficiency. First American State Bank is located at 8390 East Crescent Parkway, Suite #100, Greenwood Village, Colorado 80111.
Role Description
This is a full-time on-site role for a Personal Banker/New Account Representative at First American State Bank in Greenwood Village, CO. The successful candidate will help customers with their banking product and treasury management needs. They also help resolve issues and disputes and provide advice on bank offered financial products and services.
Responsibilities:
- Opening accounts - Assist customers in opening checking and savings accounts, money market and CD’s, and offer information on treasury management products as appropriate. Onboarding and document file management.
- Monitor account activity - Oversee customer transactions, monitor account activity, and close accounts when necessary.
- Resolving issues - Resolve disputes, address account inquiries, account balancing, statement availability. Field questions on all new account and product topics.
- Recommending products and services - Provide advice on all financial products offered by the Bank and recommend services that fit a customer's needs. Cross-sell bank services and identify needs to add value to clients’ bank relationship.
- Product knowledge – essential to be successful while assisting depositors,
- Referrals - Refer customers to financial specialists, such as loan officers
- Administrative duties - Complete basic data entry, such as CTR completion, monetary instrument log completion, and suspicious activity reporting
- Customer experience - Proactively meet with customers in person or over the phone to create a positive experience and help the branch meet sales goals.
- Cash handling experience – Candidate will be asked to fill other duties including backup on the teller line.
- Cross training in operations and the ability to handle extra duties as needed.
Qualifications and Skills
- Personal Banking and Customer Service skills with relevant experience.
- Experience in Deposits and Opening New Accounts
- Knowledge of and experience in (minimum 2 years) the Banking Industry.
- Strong communication and interpersonal skills, applicant should be adept at building and maintaining client relationships. Sales as a service approach to satisfying client needs.
- Ability to work effectively in a team setting.
- Self starting and motivated contributor.
- Attention to detail and accuracy.
- Can manage multiple tasks and duties.
- Computer skills including proficiency with Microsoft products, outlook, word, excel, etc.
- Cash handling skills/experience is necessary.
Industry
- Banking
-
Part Time Banker
3 days ago
Greenwood, Indiana, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused Part Time Banker to join our Retail Branch organization. As a Part Time Banker, you will play a critical role in delivering exceptional customer service, processing high-volume customer transactions, and educating customers on new banking technologies.Key...
-
Relationship Banker
2 months ago
Greenwood, United States Financial Center First Credit Union Full timeJob DescriptionJob DescriptionFinancial Center First Credit Union has a Vision of inspiring financial wellness - and our Relationship Bankers inspire our members everyday! Our guiding Values are important at Financial Center First Credit Union. We Care, Listen, Learn, Solve and Act - all with the goal of providing excellent service to our members. Here is...
-
Relationship Banker
3 weeks ago
Westlake Village, United States Comerica Full timeRelationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...
-
Customer Service Representative
4 days ago
Greenwood Village, Colorado, United States First Citizens Bancshares, Inc. Full timeAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Sales and Service Representative (Universal Banker) at First Citizens Bancshares, Inc.Key Responsibilities:Provide exceptional customer service to meet the financial needs of our clientsDevelop and maintain relationships with existing and new customersOffer...
-
Financial Advisor
3 months ago
Greenwood, United States Bankers Life Full timeBankers 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, you will:a client base and develop knowledge of Bankers Life financial products...
-
Community Banker I
2 months ago
Lake Village, United States Simmons bank Full timeIt's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Community Banker I is focused on acquiring, growing, and retaining commercial, 1 to 4 family residential and some consumer loans along with cross selling the bank’s other business lines in...
-
Assistant Branch Manager
3 months ago
Greenwood, United States Citizens Bank Full timeJob DescriptionJob DescriptionSummary of Job Responsibilities:This position will support the branch manager by supervising tellers/bankers and owning the activities of the branch. The Assistant Branch Manager is the Customer Champion for the bank by providing exceptional customer service through direct contact with customers and building strong relationship...
-
Teller 20 hours Greenwood Main
2 weeks ago
Greenwood, United States WELLS FARGO BANK Full timeWhy Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to...
-
Loan Officer Outside Sales
3 months ago
Incline Village, United States Primary Residential Mortgage Full timePosition Purpose - Responsibilities/Duties/Functions/TasksThe main function of this position is to proactively solicit new residential mortgage clients, while developing and cultivating a strong business network of referrals. It is the responsibility of a Loan Officer to analyze a borrower’s financial and credit data to determine creditworthiness and the...
-
Commercial Loan Assistant
3 weeks ago
Elk Grove Village, United States The Symicor Group Full timeCommercial Loan Assistant - To $55K - Elk Grove Village, IL - Job # 3374 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or...
-
Teller 20 hours Highland Village
4 weeks ago
HIGHLAND VILLAGE, United States Wells Fargo Full timeWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs...