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Dickinson Financial Corporation Personal Banker I-FT Loveland in Loveland, Colorado

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.

Position pays a minimum of $14.77/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 $250.00 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, pandemic leave pay and holidays, and more! Part-time associates are eligible for 401(k), Company paid holidays and pandemic leave pay.

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!

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. Universal 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.

    We Are An Essential Business

    We Are A COVID-Cautious Employer

    We Provide Time-Off for COVID-related Absences

    When Possible, We Utilize a Team Staffing Model to Reduce Risk of Exposure

    We Provide PPE (masks, gloves, sneeze guards) to Reduce Risk of Exposure

    We Disinfect Regularly

    Minimum Qualifications:

  • High school diploma, GED, or equivalent is required; Associate degree or higher preferred.

  • Previous banking experience preferred.

  • 1+ years in a client service experience role.

  • Minimum one-year sales experience preferred.

  • Minimum one-year cash handling experience preferred.

  • Strong written and verbal communication skills required.

  • Strong attention to detail and ability to complete work accurately.

  • Ability to organize work.

  • Strong sales skills.

  • Basic math skills including the ability to calculate figures and amounts such as cash back and percentages.

  • Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.

    Work Environment:

    The following is intended to give an overview of the work environment of the position but is not an exhaustive list.

  • Work hours may vary based on the Banking Center hours of operation.

  • Work hours based on business needs and may require flexible scheduling and/or location.

  • Must be able to work in a fast-paced environment.

  • Must be able to work overtime as required and when approved by management.

    Physical Requirements:

    The work environment is typical of standard office and retail banking settings. The position is medium work, exerting up to 35 pounds of force occasionally, and worker may sit, including for client meetings and computer work, but worker will frequently stand or make one's way throughout different areas of banking center and when conducting outside sales activities. Standing and making one's way may be required for sustained periods of time for moving from one work site to another both inside and outside the banking center and for conducting banking transactions. Reaching may be required involving extending arms in any direction. Office equipment, such as a computer and telephone will be used, requiring the ability to manipulate a keyboard or keypad. Visual ability to read a computer screen or written documents is necessary. Speaking ability to express or exchange ideas; impart oral information to clients, staff, or to the public; or convey detailed or important spoken instructions by means of the spoken word is required. Hearing is necessary to receive detailed information through oral communication.

    Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, marital status, gender identity, national origin, ancestry, protected veteran or military status, disability, pregnancy, genetic information or any other characteristic protected by applicable law. Armed Forces Bank and Academy Bank are equal employment/affirmative action employers. If you need accommodation for any part of the employment process because of a medical condition or disability, please send an e-mail to humanresources@dfckc.com or call 816-412-6081 to let us know the nature of your request.

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