Jobs · Finance · Oklahoma

Personal Banker

City National Bank and Trust · Shawnee, OK · 4 days ago
FinanceFull-time

Responsibilities

  • Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.
  • Develop and expand customer growth through daily prospecting and follow-up activities.
  • Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.
  • Effectively cross-sell and market bank products and services to customers and prospects.
  • Protect customer confidentiality and privacy while practicing branch security procedures.
  • Participate in daily branch operations, gaining proficiency in various areas of personal banking.
  • Actively log customer interactions and follow-ups into Synapsys with detailed notes.
  • Embody CNB’s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.

Qualifications

  • One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours.
  • Military experience considered, veterans welcomed, bilingual is a plus.
  • Proficiency with Microsoft products, general computer skills, and basic math skills.
  • Ability to work flexible or extended hours with consistent attendance and punctuality.
  • Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.
  • Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.

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