Personal Banker - Sr. Personal Banker (Cherry Creek Branch)

P
Pinnacle Bank/Bank of Colorado


LOAN OFFICER II
Pinnacle Bank/Bank of Colorado • Holyoke, CO, United States • via Indeed
16 hours ago
$70K–$85K a year
Full–time
Apply directly on Indeed
Apply directly on ZipRecruiter
Apply directly on Glassdoor
Apply on SimplyHired
Job highlights
Identified by Google from the original job post
Qualifications
Knowledge of agriculture, commercial and consumer lending procedures
Knowledge of credit structuring
Knowledge of general banking principles and banking
16 more items(s)
Benefits
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses
Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines
Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned
Responsibilities
Manages a portfolio of all types of loan/depository accounts
Responsible for prospecting new customers and cross-selling other banking services
Prospects new customers and solicits new loans
17 more items(s)
Job description
Description

GENERAL SUMMARY:

Manages a portfolio of all types of loan/depository accounts. Responsible for prospecting new customers and cross-selling other banking services.

RESPONSIBILITIES AND DUTIES:
• Prospects new customers and solicits new loans. Cross-sells other banking services to new and existing customers. Maintains on-going customer contact to ensure good customer relations.
• Performs on-going management of a portfolio of all types of account relationships. Includes account reviews, problem solving, research and follow-up to internal account errors, etc. Interviews loan applicants: gather and evaluate financial and related data to establish credit worthiness. Monitor customers’ financial condition.
• Reviews and approves or denies loan request to new or existing customers up to a pre-determined limit. Prepares action memos to be reviewed by management and presents credits exceeding authority to the loan committee. May serve and vote as a member of the bank loan committee.
• Monitors loan repayment activities, take necessary action to collect past-due accounts.
• May participate in preparation of department budget, goals and objectives and strategic planning.
• Participates in civic and community organizations, representing the bank, but following personal interests. Attends customer and bank sponsored events.
• Performs other related duties as assigned by management.
• Ability to maintain regular and reliable attendance

KNOWLEDGE, SKILL, AND ABILITIES:
• Knowledge of agriculture, commercial and consumer lending procedures.
• Knowledge of credit structuring.
• Knowledge of general banking principles and banking.
• Knowledge of sales and marketing practices and principles.
• Skill in communicating with clients and co-workers in courteous and professional manner.
• Skill in operating computer terminals and printers.
• Skills in pricing loans.
• Ability to maintain a high level of confidentiality.
• Ability to problem solve.
• Ability to make sound decision using information at hand.
• Ability to demonstrate accuracy and efficiency in a fast-paced environment.
• Ability to function as a team player.

EDUCATION AND EXPERIENCE:
• College degree preferred
• Three years lending experience is preferred.

PHYSICAL REQUIREMENTS:

Seeing: 75-100%

Must be able to greet customers read documents, use computer

Hearing: 75-100%

Must be able to communicate with customers and co-workers

Standing/Walking: 75-100%

Must be able to visit customer

Lifting/Pulling/Pushing: 25-4+%

Climbing/Stooping/Kneeling: 25-4+%

Fingering/ Grasping/Feeling: 75-100%

Must be able to use computer, write

PHYSICAL DIMENSIONS:

Medium Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.

NOTE:

The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

More Details

More Details

About Pinnacle Bank/Bank of Colorado

We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.

We are a Nebraska-based banking organization founded in 1+38 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.

As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.

At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.

We also offer personal banking services, including accounts, mortgages, personal loans and technology products.

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
• Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, ****** orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-6+7-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
Report this listing
More jobs at Pinnacle Bank/Bank of Colorado
See web results for Pinnacle Bank/Bank of Colorado

Westerra Credit Union


Personal Banker - Sr. Personal Banker (Cherry Creek Branch)
Westerra Credit Union • Denver, CO, United States • via LinkedIn
14 hours ago
$22–$23 an hour
Full–time
No Degree Mentioned
Apply on LinkedIn
Job highlights
Identified by Google from the original job post
Qualifications
Minimum of 2+ years’ experience in consumer lending and/or consultative sales, or minimum of 1 year of demonstrating successful performance in a USR role within Westerra
Minimum of 4+ years’ experience in consumer lending and/or consultative sales, with at least 2 of those years in a financial services role, orminimum of 1 year of demonstrating successful performance in a FSR I role within Westerra
Minimum of 6 years’ experience in consumer lending and/or consultative sales/service with a minimum 3 of those years in a financial services role, or minimum of 1 year of demonstrating successful performance in an FSR II role, within Westerra
Benefits
Salary : in addition to the starting hourly rate, this role is also be eligible for Westerra’s self-funding reward plan
This plan pays out a cash incentive annually if the company hits specific criteria tied to our financial goals and you will have a direct impact on the outcome of those results!
The starting rate will be dependent on experience with consumer lending and internal equity: FSR I starts at $22/hr, FSR II starts at $24/hr and Sr
13 more items(s)
Responsibilities
roles are all primarily responsible for providing exceptional member service through a consultative approach by engaging our members in solutions based conversations
This position is a relationship building role with a blend of financial transactions performed on the teller-line, coaching members through our digital lens, and further deepening relationships with account servicing and originating all of Westerra’s consumer loan products
Job description
Why Westerra?

Here at Westerra Credit Union, every employee counts. Our teams are composed of high-performing individuals committed to being HONORABLE, INVENTIVE, and CURIOUS, which makes them GREAT! Our team members show up every day authentically being themselves and our diversity, equity, inclusion and belonging (DEIB) focus is a critical pillar of our organization. We want you to feel comfortable being YOU.

All of our team members are working towards the same purpose - to teach one another to prosper. We strive to be a modern financial community where we all truly belong, both in the eyes of our employees and the members that we serve. We can't wait to see how you will contribute to this purpose, positively and intentionally, by impacting our members’ lives through personal attention, financial education , community engagement and much more. This is true regardless of your role, as we are all member-facing. Founded by schoolteachers in 1+34, we are a learning organization at our core and embed a growth mindset in our employees so that we all prosper!

What is the role?

The FSR, FSR II, and FSR Sr. roles are all primarily responsible for providing exceptional member service through a consultative approach by engaging our members in solutions based conversations. This position is a relationship building role with a blend of financial transactions performed on the teller-line, coaching members through our digital lens, and further deepening relationships with account servicing and originating all of Westerra’s consumer loan products.

What am I bringing?

FSR I ---
• Minimum of 2+ years’ experience in consumer lending and/or consultative sales, or minimum of 1 year of demonstrating successful performance in a USR role within Westerra.

FSR II –
• Minimum of 4+ years’ experience in consumer lending and/or consultative sales, with at least 2 of those years in a financial services role, orminimum of 1 year of demonstrating successful performance in a FSR I role within Westerra.

Sr FSR –
• Minimum of 6 years’ experience in consumer lending and/or consultative sales/service with a minimum 3 of those years in a financial services role, or minimum of 1 year of demonstrating successful performance in an FSR II role, within Westerra.

Salary : in addition to the starting hourly rate, this role is also be eligible for Westerra’s self-funding reward plan. This plan pays out a cash incentive annually if the company hits specific criteria tied to our financial goals and you will have a direct impact on the outcome of those results! The starting rate will be dependent on experience with consumer lending and internal equity: FSR I starts at $22/hr, FSR II starts at $24/hr and Sr. FSR starts at $26/hr.

What are some of our benefit offerings?
• Three Health Plans through UHC that offer a variety of coverage options, including HSA and FSA options
• Two Dental Plans through Delta Dental
• Westerra pays for Basic Life and AD&D, Short Term Disability and Long Term Disability
• 20+ days of Paid Time Off (PTO) per year
• 16 hours of Volunteer Time Off (VTO) per year
• Anniversary Program that consists of PLAY (Paid Leave for Anniversary Year)
• 11+ Paid Holidays
• Up to $5250 per year for Educational Reimbursement
• 4 weeks of Paid Parental Leave
• Retirement (401K) – Westerra Match up to 6%
• Mental health resources including an EAP
• Individualized learning and development programs

Applications will be accepted until at least April 1, 2025

United States
Colorado
Denver Show on map Get directions