Military Personal Banker

About the role

Military Personal Bankers are front-line associates who deliver solutions that help our clients achieve financial freedom and peace of mind. They build professional relationships with clients and potential clients to understand financial needs and deliver valuable products and services.

Responsibilities

• Deliver fast, easy, and personal service consistent with company standards in all client, non-client, and associate interactions.
• Introduce, promote, and recommend consumer banking products and services to clients and non-clients.
• Process banking transactions for clients, including cash transactions, cashing checks, assisting with deposits and withdrawals, issuing cashier’s checks and money orders, opening checking and savings accounts, and assisting clients with obtaining other bank products, including credit cards and personal loans.
• Balance currency, coin, and checks in client transactions and teller drawer as required.
• Adhere to all bank compliance, security, and operational policies and procedures, as well as financial loss standards.
• Handle incoming client inquiries via live chat in a timely, professional, and accurate manner.
• Respond to real-time chat requests, providing product, service, and account-related support while maintaining high client satisfaction.
• Serve as a first point of contact for clients through incoming chat channels, addressing questions, resolving issues, and routing requests as needed.
• Deliver consistent, friendly, and solutions-oriented service through live chat interactions, adhering to established service-level agreements (SLAs).
• Play an essential role in finding the right solutions for clients.
• Maintain client information in complete confidence.
• Consistently meet or exceed established goals for the position.
• Protect all client and bank information confidentially and follow all company policies.
• Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
• Perform other specified duties as assigned.

Pay

The Military Personal Banker I position pays a minimum of $18.00 per hour with additional monthly incentive compensation based on achievement of established goals.

Benefits

Full-time associates are eligible for the following benefits:

• Medical, dental, and vision coverage
• 401(k) plan
• Company-paid life insurance
• Short- and long-term disability insurance
• Company-paid vacation, paid leave, and holidays