Personal Banker

Responsibilities

• Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
• Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include 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 to achieve sales standards.
• 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. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of 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.

Requirements

• Enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind.
• Proven ability to build professional relationships with existing and potential clients to understand their financial needs.
• Understanding and promoting bank products and services to individuals and companies.
• Accurately conducting banking transactions in a fast-paced environment.
• Working with a team to achieve individual and group goals.
• Ability to earn 100% of the client's business.
• Knowledgeable about digital banking platforms and able to educate clients and associates about them.
• Ability to work closely with clients and business partners to refer products and services to other business lines.
• Ability to resolve client concerns and issues efficiently and effectively.
• Compliance with regulatory requirements, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies.

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years of relevant experience in a customer service or sales role.
• Experience with digital banking platforms and ability to educate clients and associates about them.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Proficient in Microsoft Office applications.

Skills

• Customer service skills
• Sales skills
• Financial services knowledge
• Digital banking proficiency
• Problem-solving skills
• Relationship-building skills

Benefits

• Compensation: Minimum of $16.50 per hour.
• Incentive compensation based on achievement of established incentive goals.
• Full-time benefits package including medical, dental, vision, 401(k), company-paid life insurance, short and long-term disability insurance, vacation, paid leave, and holidays.

Pay

Minimum of $16.50 per hour.

Schedule

Regular business hours and/or assigned hours.