Personal Banker

Overview

Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. They build professional relationships with existing and potential clients to understand financial needs, deliver valuable products and services, and complete accurately the account opening process. Successful Personal Bankers 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.

• Provides "fast, easy, and personal" service consistent with company client service standards, including resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and timely resolution.
• Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, 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.
• Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
• Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards, providing a broad base of financial services with the goal of earning 100% of the client’s business.
• Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
• Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms, including online banking, bill pay/external transfers, mobile banking app with text alerts and mobile deposits, smart ATMs/ITMs, chat box, and all other self‑service channels.
• Works closely with clients and business partners to refer products and services to other business lines.
• Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
• Ethically conducts operational tasks related to protecting client and bank assets and ensuring regulatory compliance, including documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records, and obtaining and ensuring the accuracy of all regulatory and procedural documentation.
• Protects all client information and bank trade secrets and business records as confidential, following all company policies for communication with clients, vendors, and associates.
• When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
• Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position (e.g., BSA, OFAC, Associate Handbook policies, Operations, Audit, and Security policies) through regular and thorough training.
• 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.
• Work at the worksite during regular business hours and/or assigned hours.
• Other specified duties as assigned.

The Person al Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.

• Medical
• Dental
• Vision
• 401(k) plan
• Company‑paid life insurance
• Short‑ and long‑term disability insurance
• Company‑paid vacation, paid leave, and holidays

Entry level

Full‑time

Finance and Sales;
Industries:
Banking

This position will remain open until a qualified applicant is hired.