Personal Banker

5 days ago Be among the first 25 applicants

Summary
Personal Bankers are enthusiastic and self‑motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers build professional relationships with existing and potential clients to understand their financial needs, deliver valuable products and services, and complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience, 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 problem resolution, relationship building, handling special requests, welcoming clients in a friendly manner, and ensuring timely resolution and follow‑through.
• Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques, handing out brochures, engaging potential clients in conversations about banking needs, and speaking positively 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, 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 (online banking, bill pay, mobile app with text alerts and mobile deposits, smart ATMs/ITMs, chat box, and 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, including proper documentation of account opening, cash and negotiable instruments under dual control, accurate logs, and regulatory compliance.
• Protects all client information and bank trade secrets and business records as confidential, following all company policies for communication with clients, vendors, and associates.
• Under the direction of the Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of transactions, and overall operational integrity.
• Maintains current knowledge and consistent compliance with regulations and bank policies related to the position, including BSA, OFAC, Associate Handbook, and Operations, Audit, and Security policies, through regular and thorough training.
• Understands, communicates, and instills the Company’s mission, vision, and values (Pillars of Success).
• Completes monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
• Works 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.

Entry level

Full‑time

Finance and Sales

Banking