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Personal Banker
Personal BankerWorkway • Tempe, AZ, United States
Personal Banker

Personal Banker

Workway • Tempe, AZ, United States
5 days ago
Job type
  • Permanent
  • Temporary
Job description

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Personal Banker opportunity with our banking client where your career truly matters. This banking client is more than just a financial institution-they're a team committed to excellence, innovation, and community. Ranked among the largest privately owned banks in the nation, they offer stability, growth, and a culture that puts people first.

The Personal Banker is responsible for the specific duties listed below.

Your specific duties will include :

  • Assist in overseeing the operational functions of the banking center and provide support to staff (e.g., answering questions, coaching, offering encouragement, feedback, and constructive criticism as needed).
  • Perform required steps to process loan applications and customer-initiated financial transactions, open new accounts, and sell banking products and services.
  • Build and maintain relationships with clients to identify and meet their needs through the sale of financial products and services.
  • Generate sales leads through community outreach activities and develop business partnerships while strengthening internal relationships.
  • Assist clients with concerns or questions regarding their accounts. Explain service charges, statement issues, product features, etc., and work to resolve complex or sensitive customer matters.
  • Create workforce stability by cultivating an engaged and enthusiastic team through effective coaching on proper behaviors, sales techniques, service expectations, and compliance guidelines, while modeling those same behaviors.
  • Ensure the banking center's audit and compliance procedures are followed while maintaining the highest level of customer service.
  • Ensure completion of regulatory compliance and training related to sales and service responsibilities for yourself and your associates.

Required qualifications for the position include :

  • Banking experience.
  • Minimum of one year of successful sales experience in an incentive-driven or relationship-based selling environment; demonstrated performance in meeting and exceeding goals.
  • Minimum of 6 months of cash-handling experience in a retail sales environment.
  • Ability to generate referrals, including making on-site visits with local businesses.
  • Proficiency in Microsoft applications (Word, Outlook, Excel, etc.).
  • Must have a current Notary commission or be willing to obtain one (pursue application, bond, and notary seal) at the bank's expense.
  • Preferred qualifications for the position include :

  • Successful sales record in a retail banking environment, with knowledge of bank services and products.
  • Bilingual skills (fluent verbal and written Spanish).
  • Pay Rate Range : $42,000 - $52,000 annually

    Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.

    Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!

    Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances. For our complete EEO & Pay Transparency statement, please visit To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.

    #NowHiring #CareerOpportunity #BankingJobs #BankingIndustry #PersonalBanker #ArizonaJobs

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    Personal Banker • Tempe, AZ, United States

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