Banker

• Utilize a sales-through-service approach, using probing questions and active listening to identify member needs
• Recommend solutions that benefit members and deepen their relationship with the Credit Union
• Provide superior banking experiences through virtual engagements
• Assist members in opening and managing financial accounts remotely
• Work with Business Partners to offer holistic member solutions
• Build and maintain a book of business of potential and existing members
• Understand company deposit products and consumer loans
• Create new memberships and activate available accounts
• Perform account maintenance and respond to member inquiries
• Exercise good judgment in decisions that benefit members and organizational goals
• Uphold credit union policies and procedures and champion organizational culture internally and externally

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members

Virtual Banker

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members. Opening accounts, serving members, and deepening relationships through consultative sales and service.

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being and deepen engagement
• Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Personal Banker supporting customers across multiple branch locations in Colorado

Roving Personal Banker

Personal Banker providing banking support to customers across various branch locations in Colorado. Building relationships and identifying their financial needs for better service delivery.

• Cultivate and maintain an independent network of professional referral sources
• Conduct comprehensive financial discovery with clients to analyze their credit, income, and asset profiles
• Take complete, high-quality loan applications and oversee the initial file disclosure process
• Partner effectively with dedicated processing, underwriting, and closing teams
• Act as the primary advisor throughout the transaction, keeping borrowers and real estate agents informed
• Maintain an expert-level understanding of evolving secondary market trends

Mortgage Banker driving loan volume and consulting with clients

Mortgage Banker

Mortgage Banker at Bank19 managing residential mortgages and driving loan volume. Focused on developing relationships with referral partners and ensuring a seamless lending experience.

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Personal Banker building customer relationships and recommending financial solutions at UMB

Personal Banker

Personal Banker at UMB responsible for building customer relationships and providing financial solutions. Assisting customers with banking needs while achieving daily performance metrics and cross-selling opportunities.

Personal Banker at UMB helping customers with financial solutions

Personal Banker I

Personal Banker at UMB helping customers secure financial well-being through personalized banking solutions. Engaging in cross-sell conversations and learning from UMB leaders' mentorship.

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations
• Creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation

Personal Banker at UMB building customer relationships and recommending financial products

Personal Banker at UMB building customer relationships and offering financial solutions. Engage clients through personalized interactions to deepen relationships and meet customer needs.

Roving Associate Personal Banker providing banking support across multiple branches

Roving Associate Personal Banker providing banking support across various locations in Colorado. Building customer relationships and connecting them to the right banking products and services.

Personal Banker role focusing on customer relationships at UMB

Personal Banker role focusing on building customer relationships and providing financial solutions at UMB. Extensive training on products, services, and the sales process.

Roving Personal Banker providing banking support at multiple branch locations

Roving Personal Banker providing personalized banking support across various branches. Connecting customers to banking products and supporting account needs in assigned locations.

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Senior Branch Premier Banker managing affluent customer relationships at Wells Fargo

Senior Premier Banker

Senior Branch Premier Banker at Wells Fargo, managing relationships with affluent customers and providing tailored banking solutions. Leading efforts in digital adoption and collaborating with various banking teams.

Personal Banker I at UMB handling customer relationships and financial services

Personal Banker I at UMB managing customer relationships and recommending financial solutions. Engaging in sales while ensuring customer satisfaction and financial well-being.

• Recommend FFCU financial products and services to members to meet individual member needs.
• Process and manage member accounts and/or open new and sub-accounts.
• Process, manage and decision consumer loan applications per consumer lending policies and underwriting guidelines.
• Process and manage credit and debit cards.
• Troubleshoot, research, respond, and provide training on member services technology and related issues.
• Work with other employees and departments to ensure member requests are processed for investments, mortgages, business loans, and insurance.
• Participate in special projects and perform other assignments as needed.
• May occasionally travel to attend meetings, conferences, training, or other work-related events.

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union

Virtual Personal Banker

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union. Focus on member service, financial product recommendations, and credit card management.

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Senior Branch Premier Banker managing affluent customer relationships for a leading financial services company. Acquiring and deepening client relationships while delivering comprehensive financial strategies.

• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
• Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including new account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgement within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Associate Personal Banker at Wells Fargo supporting everyday banking needs

Associate Personal Banker supporting everyday banking needs and building customer relationships at Wells Fargo. Engaging with customers to understand and meet their banking goals in a branch setting.

Banker jobs in Colorado

See all jobs on JobTailor

Virtual Banker

Roving Personal Banker

Mortgage Banker

Personal Banker

Personal Banker I

Personal Banker

Roving Personal Banker

Personal Banker

Personal Banker

Senior Premier Banker

Personal Banker

Virtual Personal Banker

Senior Premier Banker

Personal Banker