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InBank

Universal Banker

Career Insights for Personal Banker

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What they do

A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.

$71,175 / year median in Colorado

-4% projected decline

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Job Description

Universal Banker InBank - 2.5 Greenwood Village, CO Job Details Full-time $20 - $22 an hour 2 hours ago Qualifications Treasury management Opening bank accounts Electronic fund transfers Business development management Managing customer accounts Financial sales Loan payment processing Wire transfer payment processing Financial services customer support Customer relationship building Treasury operations Referral-based lead generation Account maintenance Sales referrals Bank transfers Processing cash transactions Promoting bank products Account development Checking account services Managing clients in a customer support role Cross-selling Business development Managing clients in a finance role Client retention Financial product expertise Customer relationship management Business development within finance Activity sales targets Assisting with digital banking services Client growth strategy Full Job Description
SUMMARY OF JOB
Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals.
ESSENTIAL JOB RESPONSIBILITES
Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients. Perform transfers, loan payments, and wire transactions. Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards. Open business accounts and support Treasury Management products and services implementation. Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer's banking relationship. Assist the teller line as a back-up teller and accurately assist customers with processing transactions. Meet/exceed sales and referral goals and meet/exceed individual and branch targets. Maintain current knowledge and follow all bank financial and security regulations and procedures. Other duties as assigned.