Personal Banker

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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. They 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 passionate 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 resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership to ensure follow‑through and timely resolution.
• Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques, 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, 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, including online banking, bill pay/external transfers, mobile banking app (text alerts and mobile deposits), smart ATMs/ITMs, chat box, and all 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 properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records, obtaining and ensuring accuracy of all regulatory and procedural documentation.
• Protects all client information and bank trade secrets and business records as confidential, 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 accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
• Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements, Associate Handbook policies, and operations, audit, and security policies, through regular and thorough training.
• Protects all client and bank information confidentially and follows all company policies.
• 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 the assigned hours 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.

• 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

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