Retail Personal Banker II- FT Briargate Details

Retail Personal Banker II- FT Briargate

Academy Bank, N.A. - Colorado Springs, CO

Employment Type : Full-Time

Equal Opportunity Employer/Disabled/Veterans

Academy Bank and Armed Forces Bank provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability."

Dickinson Financial Corporation is a family-owned bank with a long history of service to the communities in which we do business. Our two banks, Academy Bank and Armed Forces Bank, are committed to this philosophy of service to others, as well as, creating a diverse, equitable and inclusive environment that contributes to immediate results and the long-term success of people. We recruit a diverse mix of talented people to deliver Fast, Easy, and Personal service that is welcoming to all, helping us to achieve our vision of being the "Go2Bank", all while having fun and doing good things along the way!

Position pays a minimum of $14.50/hr. Position is eligible for additional incentive compensation based on achievement of established incentive goals. The monthly average incentive can range from $0 if no goals are met and can be more than $250 if goals are exceeded. Full?time associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more!

Summary:

Personal Banker II associates are experienced personal bankers with proven success at building professional relationships with customers and potential customers to understand their financial needs and to deliver valuable products and services to meet those needs. Successful Personal Banker IIs are enthusiastic about delivering excellent customer service; understanding and promoting bank products to individuals and companies, including personal and business accounts and consumer loans; conducting accurate banking transactions in a fast-paced environment, and working with a team to achieve individual and group goals.

Principal Accountabilities:

• Explains, promotes and/or sells bank products and services as identified through interviewing customers and prospects including consumer deposit and loan products, business deposit and loan products and treasury management products.
• Conducts all aspects of account opening, including counseling and assisting customers advising and helping determine the type of account which will best meet the customer's needs and performing clerical duties to open all types of accounts.
• Provides "fast, easy, and personal" consistent with Company customer service standards, including by resolving problems, building relationships, handling special requests, greeting customers in a friendly manner and making them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
• Works closely with the Banking Center Manager to develop an actionable sales plan to exceed branch goals
• Assists Banking Center Manager with inside and outside sales activities
• Meets established sales targets consistently
• Maintains up-to-date knowledge of all bank products and services
• Processes bank transactions including receiving checks and cash for deposit, verifying deposit amounts and examining checks for proper endorsement, cashing of checks and paying out money after customer verification.
• Communicates directly with customers in person, by telephone, or through correspondence regarding account inquiries and banking business.
• Maintains up-to-date knowledge of any changes in regulations and legislation affecting the bank's products and services
• Completes all documentation pertaining to the opening of an account, insuring that all information is correct and properly recorded per requirements
• Keeps supervisor and management abreast of all situations that require special attention
• Adheres to bank's compliance, security, and operational policies and procedures as well as financial loss standards
• Maintains customer information in complete confidence
• Has proven the ability to consistently meet or exceed established goals for the position
• Shows ability to meet increased sales goals over those required of entry level position
• Ability to work with more complex, high touch client relationships
• Assists in training new associates
• Excels at calling activities in and outside of the Banking Center
• Leads calling activities for the banking center
• Completes other specified duties as assigned
• Regular attendance required, working at the work site during regular business hours and/or assigned hours