Personal Banker

Personal Banker Associate

Location: Oklahoma City Metro
Schedule: Full-Time
Industry: Financial Services

A well-established financial services organization is seeking a Personal Banker Associate to join its customer-facing team. This position combines customer service, sales, account support, and transaction processing.

The ideal candidate is outgoing, relationship-driven, comfortable working toward performance goals, and enjoys helping customers identify products and services that fit their needs.

• Provide a welcoming and professional customer experience.
• Build and maintain strong relationships with new and existing customers.
• Identify customer needs and recommend appropriate products and services.
• Open and maintain customer accounts.
• Assist with applications and service requests.
• Process customer transactions accurately and efficiently.
• Handle cash and maintain accurate balancing and transaction records.
• Meet established customer service and sales goals.
• Generate referrals and help develop new customer relationships.
• Resolve customer questions and concerns while providing positive solutions.
• Support team members with daily operational needs.
• Participate in community and business-development activities as needed.

• 1+ year of successful sales experience in a goal-driven, incentive-based, or relationship-focused environment.
• 6+ months of cash-handling or POS transaction experience.
• Proven ability to meet or exceed performance or sales goals.
• Strong customer service and relationship-building skills.
• Comfortable recommending products and services based on customer needs.
• Strong communication and interpersonal skills.
• Friendly, outgoing, confident, and professional personality.
• Strong work ethic, integrity, and attention to detail.
• Proficiency with Microsoft Word, Outlook, Excel, and other standard office applications.
• Ability to obtain any required professional designation or authorization after hire.
• Ability to work effectively both independently and as part of a team.

• Previous experience within financial services or a similar customer-facing environment
  .
• Experience with relationship-based or consultative sales.
• Bilingual English/Spanish skills are a plus.

Candidates must have flexibility to work within the organization's normal operating hours, which may include some Saturday hours
.

The position also includes paid formal and informal training. Candidates must successfully complete required training and certification after hire.