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. Personal Bankers 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 to complete the account opening process accurately. 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, 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, including 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 achieve sales standards. Provides 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, transfers, mobile app features, and 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, including proper documentation of account opening, cash handling, logging, and regulatory/compliance documentation.
• Protects all client information and bank trade secrets and follows all company policies for communication with clients, vendors, and associates.
• When delegated by Banking Center Manager, implements all banking center operations procedures, including cash maintenance, auditing, documentation of transactions, and overall operational integrity.
• Maintains current knowledge and compliance with regulations and bank policies (e.g., BSA, OFAC) and company procedures through regular training.
• Protect all client and bank information confidentially and follow all company policies.
• Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
• Complete monthly training 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.

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.

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.

• Seniority level
  :
  Entry level
• Employment type
  :
  Full-time
• Job function
  :
  Finance and Sales
• Industries
  :
  Banking

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