Personal Banker

About the Role

Personal Bankers are enthusiastic, self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. They build professional relationships with existing and potential clients to understand financial needs, deliver valuable products and services, and complete the account opening process accurately. Successful Personal Bankers are passionate about excellent client experience, promoting bank products, conducting accurate transactions, and collaborating with a team to achieve goals.

Responsibilities

• Provide "fast, easy, and personal" service consistent with company standards, including resolving problems, building relationships, handling special requests, and ensuring timely resolution.
• Promote consumer and small business banking products using direct sales techniques, such as engaging potential clients in conversations about their banking needs and speaking knowledgeably about the bank’s offerings.
• Achieve specific sales goals on a daily, monthly, quarterly, and annual basis.
• Develop and maintain relationships with business partners to maximize opportunities and meet sales standards.
• Provide a broad range of financial services to earn 100% of the client’s business.
• Open checking and savings accounts, process client transactions, and recommend additional bank products like credit cards and loans.
• Demonstrate digital expertise by educating clients and associates on digital banking platforms, including online banking, mobile app features, smart ATMs/ITMs, and self-service channels.
• Work closely with clients and business partners to refer products and services across business lines.
• Resolve client concerns efficiently and effectively while educating them on banking services.
• Conduct operational tasks ethically to protect client and bank assets, ensuring regulatory compliance through proper documentation, cash handling, and record-keeping.
• Protect all client information and bank trade secrets as confidential, adhering to company policies for communication.
• When delegated by the Banking Center Manager, implement banking center operations procedures, including cash supply maintenance, auditing, transaction documentation, and compliance requirements.
• Maintain current knowledge of regulations and bank policies, including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and security policies through regular training.
• Understand, communicate, and uphold the company’s mission, vision, and values (Pillars of Success).
• Complete monthly training to ensure compliance with regulatory requirements, policies, and procedures.
• Work onsite during regular business hours or assigned hours.
• Perform other specified duties as assigned.

Pay

The Personal Banker position pays a minimum of $20.00 per hour. This role is eligible for 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