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.
• Provides 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.
• 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 success in building professional relationships with existing and potential clients to understand their financial needs.
• Ability to conduct accurate banking transactions in a fast-paced environment.
• Ability to work with a team to achieve individual and group goals.
• Knowledge and positive attitude towards bank products and services.
• Ability to develop and maintain relationships with business partners to maximize opportunities and achieve sales standards.
• Ability to open checking and savings accounts, process client transactions, and recommend other bank products, including credit cards and loans.
• Ability to demonstrate digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms.
• Ability to work closely with clients and business partners to refer products and services to other business lines.
• Ability to educate and provide clients with other banking services; resolve client concerns and issues efficiently and effectively.
• Ability to ethically conduct operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
• Ability to protect all client information and bank trade secrets and business records as confidential, and follow all company policies for communication with clients, vendors, and associates.
• Ability to implement 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.
• Ability to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, 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, through regular and thorough training.

Qualifications

• High school diploma or equivalent.
• Minimum of one year of relevant experience in a customer service or sales role.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Basic computer skills, including proficiency with Microsoft Office applications.
• Ability to handle multiple tasks and prioritize accordingly.
• Ability to work flexible hours, including evenings and weekends, as needed.

Skills

• Excellent verbal and written communication skills.
• Ability to build and maintain strong client relationships.
• Proficiency in digital banking platforms.
• Strong problem-solving and customer service skills.
• Ability to work in a fast-paced environment.

Benefits

• Compensation: Minimum of $20.00 per hour, with additional incentive compensation based on achievement of established incentive goals.
• Benefits: Medical, dental, vision, 401(k) plan, company-paid life insurance, short and long-term disability insurance, company-paid vacation, paid leave and holidays.