Personal Banker

Summary

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.

• Provide a "fast, easy, and personal" experience consistently with Company client service standards, resolving problems, building relationships, handling special requests, greeting clients in a friendly manner, and taking ownership in all situations ensuring follow through and a timely resolution.
• Promote 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.
• Achieve specific sales goals daily, monthly, quarterly, and annually.
• Develop and maintain 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.
• Open checking and savings accounts, process client transactions, and recommend other bank products, including credit cards and loans.
• Demonstrate 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, text alerts, mobile deposits, smart ATMs/ITMs, chat box, and other self‑service channels.
• Work closely with clients and business partners to refer products and services to other business lines.
• Educate and provide clients with other banking services; resolve client concerns and issues efficiently and effectively.
• Ethically conduct operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records, and ensuring the accuracy of all regulatory and procedural documentation.
• Protect client information and bank trade secrets and business records as confidential, and follow all company policies for communication with clients, vendors, and associates.
• When delegated by Banking Center Manager, implement banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and overall operational integrity.
• Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including BSA, OFAC, Associate Handbook policies, and 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.
• Perform other specified duties as assigned.

Pay: minimum $18.50 per hour. 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

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

• Location:
  
  Paradise Valley, AZ
• Seniority level:
  Entry level
• Employment type:
  
  Full‑time
• Job function:
  Finance and Sales
• Industry: Banking

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