Personal Banker Position
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 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.
Responsibilities include providing "fast, easy, and personal" service consistent with company client service standards, including resolving problems, building relationships, handling special requests, greeting clients, and taking ownership in all situations ensuring follow through and a timely resolution. They promote consumer / small business banking products and services to clients and prospects using direct sales techniques, achieve specific sales goals, develop and maintain relationships with business partners, open checking and savings accounts, process client transactions, and recommend other bank products, including credit cards and loans. They actively demonstrate digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. They 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, conduct operational tasks related to protecting client and bank assets related to regulatory compliance, protect all client information and bank trade secrets and business records as confidential, implement all banking center operations procedures, maintain current knowledge and consistent compliance with regulations and bank policies and procedures, and understand, communicate, and instill the company's mission, vision, and values.
The Personal 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.
Skills required include strong written and verbal communication skills, strong attention to detail, ability to organize work, strong sales skills, basic math skills, proficiency in basic office skills / equipment, and ability to be NMLS licensed and registered.
Education & Experience required : high school diploma, GED, or equivalent, required, associate degree or higher preferred, previous banking experience preferred, 6 months in a client service experience role preferred, 6 months sales experience preferred, minimum 6 months cash handling experience preferred, ability to be NMLS licensed and registered and obtain a state notary license.
Physical Requirements : The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances / exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and / or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and / or the exerting of up to 10 pounds of force.
Equal Opportunity Employer / Disabled / Veterans Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email humanresources@dfckc.com
Personal Banker • Blue Springs, MO, US