Develops less experienced commercial banking associates through delegation of duties, oversight of ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Develops less experienced commercial banking associates through delegation of duties, oversight of ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Develops less experienced commercial banking associates through delegation of duties, oversight of ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Develops less experienced commercial banking associates through delegation of duties, oversight of ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Associate Banker
Boulder, CO · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Boulder, CO · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Steamboat Springs, CO · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Steamboat Springs, CO · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Frisco, CO · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Frisco, CO · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Mentors and develops skills of commercial banking support associates, including more junior ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Mentors and develops skills of commercial banking support associates, including more junior ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Mentors and develops skills of commercial banking support associates, including more junior ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Mentors and develops skills of commercial banking support associates, including more junior ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Associate Banker
Westminster, CO · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Westminster, CO · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Elizabeth, CO · On-site
Retail Banking Sales & Service This is a part-time role, typically scheduled for 20 hours a week, but is still eligible for BMO's comprehensive benefits package! Delivers exceptional service to BMO ...
Associate Banker
Elizabeth, CO · On-site
Retail Banking Sales & Service This is a part-time role, typically scheduled for 20 hours a week, but is still eligible for BMO's comprehensive benefits package! Delivers exceptional service to BMO ...
Universal Banker - 88th & Wadsworth
Broomfield, CO · On-site
$45K - $75K/yr
... within PNC's Retail Banking organization, you will be based in Westminster, CO at the 88th ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
New
Universal Banker - 88th & Wadsworth
Broomfield, CO · On-site
$45K - $75K/yr
... within PNC's Retail Banking organization, you will be based in Westminster, CO at the 88th ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
New
Personal Banker - Denver Central
Denver, CO · On-site
$45K - $75K/yr
... Retail Banking organization, you will be based in Denver, CO at the Denver Central branch ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Denver Central
Denver, CO · On-site
$45K - $75K/yr
... Retail Banking organization, you will be based in Denver, CO at the Denver Central branch ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Universal (Breckenridge)
Breckenridge, CO · On-site
$45K - $75K/yr
... Retail Banking organization, you will be based in Breckenridge, CO at the Breckenridge Branch. PNC ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Universal (Breckenridge)
Breckenridge, CO · On-site
$45K - $75K/yr
... Retail Banking organization, you will be based in Breckenridge, CO at the Breckenridge Branch. PNC ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Havana/Florida
Aurora, CO · On-site
$45K - $75K/yr
... Retail Banking organization, you will be based in Aurora, CO at the Havana/Florida branch ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Havana/Florida
Aurora, CO · On-site
$45K - $75K/yr
... Retail Banking organization, you will be based in Aurora, CO at the Havana/Florida branch ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Universal (17th & Main)
Longmont, CO · On-site
$45K - $75K/yr
... Retail Banking organization, you will be based in Longmont, CO. PNC is an in-office company that ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Universal (17th & Main)
Longmont, CO · On-site
$45K - $75K/yr
... Retail Banking organization, you will be based in Longmont, CO. PNC is an in-office company that ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Universal (Twin Peaks)
Longmont, CO · On-site
$45K - $75K/yr
... within PNC's retail banking organization, you will be based in Longmont, CO, at the Twin Peaks ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Universal (Twin Peaks)
Longmont, CO · On-site
$45K - $75K/yr
... within PNC's retail banking organization, you will be based in Longmont, CO, at the Twin Peaks ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Universal - South Boulder
Boulder, CO · On-site
$45K - $75K/yr
... Retail Banking organization, you will be based in Boulder, CO at the South Boulder branch ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
Personal Banker - Universal - South Boulder
Boulder, CO · On-site
$45K - $75K/yr
... Retail Banking organization, you will be based in Boulder, CO at the South Boulder branch ... Associates or equivalent degree as well as related experience or product knowledge to accomplish ...
What You'll Be Doing As a Client Processing Associate, you will support retail investment ... Banking Associate * Loan Processor * Customer Operations Specialist * Documentation Specialist
Quick apply
What You'll Be Doing As a Client Processing Associate, you will support retail investment ... Banking Associate * Loan Processor * Customer Operations Specialist * Documentation Specialist
What You'll Be Doing As a Client Processing Associate, you will support retail investment ... Banking Associate * Loan Processor * Customer Operations Specialist * Documentation Specialist
What You'll Be Doing As a Client Processing Associate, you will support retail investment ... Banking Associate * Loan Processor * Customer Operations Specialist * Documentation Specialist
Retail Banking Associate information
What does a retail banking associate do?
What are the key skills and qualifications needed to thrive as a retail banking associate?
What is the difference between Retail Banking Associate vs Customer Service Representative?
| Aspect | Retail Banking Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma; some roles may prefer banking certifications | High school diploma or equivalent; customer service experience beneficial |
| Work Environment | Bank branches, financial institutions | Call centers, retail stores, bank branches |
| Employer & Industry Usage | Financial institutions, banks | Various industries including banking, retail, telecom |
| Common Search & Comparison | Yes | Yes |
The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.
What are some common challenges retail banking associates face when assisting customers, and how can these be managed effectively?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 5 days ago
Job description
Dickinson Financial Corporation and its affiliated banks-Academy Bank, N.A. and Armed Forces Bank, N.A.-rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Senior Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Senior Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank.
Responsibilities
- Grows a fully self-sourced portfolio of commercial loans. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker's area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional).
- Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information.
- Responsible for ensuring that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products.
- Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM.
- Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests.
- Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review-to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking.
- Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties.
- Develops less experienced commercial banking associates through delegation of duties, oversight of work, and introductions to clients.
- Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
- Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
- Working at the worksite during regular business hours and/or assigned hours.
- Other specified duties as assigned.
Skills
- Strong credit analysis skills.
- Proficient use of standard computer/software programs including but not limited to Microsoft Office Suite of products, Internet, video conferencing; Experience in Salesforce and nCino or other CRM or loan originating system strongly preferred.
- Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment.
- Must be willing and able to take team approach to client relationships and work to ensure all associates are providing the highest and best value of their time and talents.
Education & Experience
- Bachelor's degree in finance, accounting, or business administration required, MBA or other related graduate degree, preferred.
- Proven track record of relationship-based business development.
- Minimum eight years of related commercial lending experience.
Physical Requirements
The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.
Compensation & Benefits
The Sr Commercial Banker position starts at $165,000 annually.
Full-time associates are eligible for our benefits package:
- Medical
- Dental
- Vision
- 401(k) plan
- Company paid life insurance
- Short and Long-term disability insurance
- Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
About Academy Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Kansas City, MO, US
Year founded
1966