Senior Banker
Listed on 2026-06-18
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Finance & Banking
Bank Customer Service, Banking & Finance
This role is responsible for serving as the first point of contact for financial center clients, uncovering personal banking needs of both individuals and small‑business clients, offering appropriate solutions, and connecting clients to specialists.
Responsibilities- Partner with teams to provide consumer and small‑business solutions, services, and strategies, addressing personal banking needs.
- Assist, educate, and train clients on using self‑service technologies for simple transactions.
- Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
- Adhere to established processes, laws, and guidelines in daily activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
- Manage client interactions by taking the best course of action for the bank and its clients while abiding by all regulatory requirements.
- Minimum of one year demonstrated sales experience in a relationship‑oriented, client‑centric environment.
- Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborative, able to build and nurture strong relationships to get things done.
- Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
- Strong written and verbal communication skills; comfortable engaging all clients in‑person and by phone.
- Ability to learn and adapt to new information, technology platforms, handle ambiguity, and adapt to changing circumstances.
- Strong critical thinking and problem‑solving skills to meet clients’ needs.
- Effective time‑management skills, able to organize, prioritize, and perform multiple tasks simultaneously.
- Commissioned notary or ability to obtain notary commission in the state of employment within a few months of start date.
- Must be able to work weekends and/or extended hours; may be scheduled at any financial center location within a reasonable distance.
- Associate’s Degree or Bachelor’s Degree in business, finance, or related field.
- Experience working in a financial center where goals were met or exceeded.
- Retail and/or sales experience in a salary plus incentive environment.
- Experience in an environment with individual and/or team goals regularly met or exceeded.
- Experience with financial information, spreadsheets, and financial skills.
- Knowledge of banking products and services.
- Strong computer skills, including Microsoft applications and prior laptop technology experience.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent.
Shift: 1st shift (United States of America)
Hours per week: 40
Hourly pay range: $25.00 – $31.37, based on experience, education and skill set.
Incentive:
Eligible for formulaic incentive plan with monthly, quarterly, and annual opportunities.
Benefits:
Industry‑leading benefits, PTO, and resources for physical, emotional, and financial well‑being.
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our employees and their families by offering competitive benefits to support their physical, emotional, and financial well‑being.
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