Personal Banker I FT-Grand Junction Area

Company: Academy Bank, N.A.
Location: Grand Junction
Posted on: November 12, 2021

Job Description:

Equal Opportunity Employer/Disabled/VeteransAcademy 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. 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 Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Banker I associates achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs, and complete the account opening process accurately. Successful Personal Banker I associates are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.Principal Accountabilities:Deliver a Fast, Easy, and Personal client experience consistent with company's standards with each client and associate interaction.Promote consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.Achieve specific sales goals on a daily, monthly, quarterly and annual basis.Develop and maintain relationships with business partners to maximize opportunities and achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.Primarily opens checking and savings accounts, and recommends other bank products, including credit cards and loans.Be a digital expert in educating clients and associates in our digital banking platform. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.Work closely with clients and business partners to refer products and services to other business lines.Educate and provide clients with other banking services; resolves client concerns and issues efficiently and effectively.Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.Protect all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.Complete teller transactions when necessary.Complete other specified duties as assigned.Delivers Fast, Easy, and Personal client service consistent with company's standards with each client and associate interaction.Sells consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products.Achieves specific sales goals on a daily, monthly, quarterly, and annual basis.Develops and maintains relationships with business partners to maximize sales opportunities and achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.Assists with opening checking and savings accounts, and assisting clients with obtaining other bank products, including credit cards and loans.Assists clients with other banking services, answering questions about accounts, taking and resolving complaints, and assisting with on-line banking transactions and questions and assists clients in taking advantage of self-service options for these services.Backs up Tellers when necessary by processing bank transactions for clients.Ethically conducts operational tasks related to protecting client and bank assets and related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates.Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.Other duties as assigned.Regular attendance required, working at the work site during regular business hours and/or assigned hours, including evenings, weekends, and holidays as required by the banking center.

Keywords: Academy Bank, N.A., Grand Junction , Personal Banker I FT-Grand Junction Area, Other , Grand Junction, Colorado