Personal Banker I

Bank Of Colorado • Durango, CO • 5d ago

In compliance with established policies and procedures, performs a broad variety of customer service and sales activities that promote long-term customer relationships. Assist customers with account problems and questions. Duties include initiating and servicing of deposit accounts and related services. Secure and strengthen customer relationships on an ongoing basis through follow-up calls, customer profiling activities, and review of customer needs. Responsible for closing deposit accounts as needed.

Serve as a consumer lender trainee in processing loan requests per the bank's policy and guidelines. Individual lending limitations and authority will be granted and updated over time based upon the incumbent's demonstrated ability and level of lending experience.

Monday through Friday 8am-5pm

Apply online at https://www.bankofcolorado.com/careers

RESPONSIBILITIES AND DUTIES:

Assists customers in making product and service choices that best meet the needs, and conducts subsequent required duties related to the proper account opening and closing for both individual and commercial account relationships.

Be proactive in exploring customer needs and making appropriate recommendations of available products and services in a professional manner.

Performs customer service duties as directed by incumbent's supervisor, including but not limited to, answering phone and in-person customer inquiries, conducting customer research, processing approved refunds of service charges or fees as directed by supervisor, place check orders for customers as requested, assist in appropriate customer access to established safe deposit, and processing of deposit verifications for credit purposes.

Performs appropriate customer profiling at the time the relationship is first established to ensure that the immediate product and service suggestions are effective and that subsequent follow-up activities can be done with adequate information to ensure the bank's goals of serving all of the customer needs are met.

Provides interest rate quotes to customers per the bank's established rate sheet, obtaining individual rate quotes from appropriate bank personnel as needed for jumbo deposit relationships.

Accepts applications and conducts initial credit verifications and underwriting requirements as necessary for Demand Deposit and other Consumer Loans, including but not limited to ordering credit reports, and providing customers with loan payoff quotations.

Responsible for requesting and reviewing loan documentation related to the initiation and/or modification of DDL, Consumer and Fresh Start Loan accounts.

Initiates and processes incoming/outgoing wires, obtaining all necessary approvals.

Performs any other duties/projects as assigned by supervisor.

Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends)

KNOWLEDGE, SKILL, AND ABILITIES:

Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes. Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures.

Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities.

Skill in communicating with clients and co-workers in courteous and professional manner.

Skill in operating computer terminals and printers, back counter capture machine, coin machine and copier

Skills in effectively listening to customers and making appropriate referrals

Ability to maintain a high level of confidentiality.

Ability to perform customer service duties and provides leadership and guidance to subordinate members of the department in the areas of phone and in-person inquiries, conducting customer research, cash and check handling, and effectively making appropriate customer referrals to other bank staff.

Ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank's goals of meeting the customers needs is being met.

Ability to demonstrate accuracy and efficiency in a fast-paced environment.

Ability to function as a team player.

EDUCATION AND EXPERIENCE**:

High school graduate or equivalent.

A minimum of 24 months of prior banking experience is generally expected.

Similar Jobs

Teller/New Accoounts

Bank Of Colorado • Durango, CO • 5d ago

Finance, Accounting & Banking

Provides quality service by assisting customers accurately and efficiently and develops long term customer relationships. Oversees the receiving and paying of money to bank customers and ensures that accurate record keep...

5d ago

Go to Apply

Treasury Management Assistant

Bank Of Colorado • Durango, CO • 4w ago

Finance, Accounting & Banking

Assistant serves in two main areas - commercial services support and branch support. Performs various clerical duties. Apply online at https://www.bankofcolorado/careers ** RESPONSIBILITIES AND EXPECATIONS:** Supports th...

4w ago

Go to Apply

Customer Service / Delivery Driver

Sherwin-Williams Com • Durango, CO • 2d ago

Retail & Hospitality

This position works closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. In this position, you will also be resp...

2d ago

Go to Apply

Certified Medical Assistant Lead

CommonSpirit Health • Durango, CO • 2d ago

Hospital & Medical

Job Summary and Responsibilities You have a purpose, unique talents and NOW is the time to embrace it, live it and put it to work. We value incredible people with incredible skills - but your commitment to a greater caus...

2d ago

Go to Apply

Nursing Unit Secretary

CommonSpirit Health • Durango, CO • 3d ago

Hospital & Medical

3d ago

Go to Apply

CDL Truck Driver Roll Off

WM • Durango, CO • 3d ago

Trucking & Construction

What is the value of a WM job? The value of a WM job is more than a paycheck . It's a way to create opportunities for you and your family. We Are Stable: Our WM team is home every day, and our team members perform essent...

3d ago

Go to Apply

Certified Medical Assistant

CommonSpirit Health • Durango, CO • 3d ago

Hospital & Medical

Job Summary and Responsibilities Certified Medical Assistants are essential to delivering whole person care to our patients. We offer a Medical Assistant Clinical Ladder to support growth and development within our conne...

3d ago

Go to Apply

Retail Sales Specialist - Part-Time

Charter Communicatio • Durango, CO • 1w ago

Retail & Hospitality

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Earn $18.00/hour base pay, with the potential to earn $22.50/hour through commission and...

1w ago

Go to Apply

Medical Social Worker

CommonSpirit Health at Home • Durango, CO • 1w ago

Hospital & Medical

Job Summary and Responsibilities This is a PRN position At CHI Health at Home, we strive to embody our mission of delivering hope and healing to those we serve. As a Medical Social Worker , you'll engage in a range of ex...

1w ago

Go to Apply

25/26 Special Education Instructional Paraeducator, Miller Middle School, 1.0 FTE

Durango School District 9-R • Durango, CO • 1w ago

Durango School District is accepting applications for a Special Education Instructional Paraeducator to work with students in a one on one setting and supporting students in the classroom at Miller Middle School, 40 hrs/...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.