Personal security serp_jobs.h1.location_city

Personal Banker Position

Personal Bankers are enthusiastic and self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, deliver valuable products and services to meet those needs, and complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.

Responsibilities include providing "fast, easy, and personal" service 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. They promote 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. They achieve specific sales goals on a daily, monthly, quarterly, and annual basis. They develop and maintain relationships with business partners to maximize opportunities and achieve sales standards. They open checking and savings accounts, process client transactions, and recommend other bank products, including credit cards and loans. They actively demonstrate digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. They work closely with clients and business partners to refer products and services to other business lines. They educate and provide clients with other banking services; resolve client concerns and issues efficiently and effectively. They 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. They 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. When delegated by Banking Center Manager, they 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. They 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. They protect all client and bank information confidentially and follow all company policies. They understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). They complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. They work at the worksite during regular business hours and / or assigned hours. They perform other specified duties as assigned.

Compensation and benefits for the Personal Banker position include a minimum of $18.50 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full-time associates are eligible for our benefits package : medical, dental, vision, 401(k) plan, company paid life insurance, short and long-term disability insurance, company paid vacation, paid leave and holidays.

Skills required include strong written and verbal communication skills, strong attention to detail and ability to complete work accurately, ability to organize work, strong sales skills, basic math skills including the ability to calculate figures and amounts such as cash back and percentages, proficient in basic office skills / equipment, including computer, email, ten-key calculator, copier, scanner / fax, typing, telephone, organization systems, and Microsoft Office suite of products. Ability to be NMLS licensed and registered.

Education & experience required include a high school diploma, GED, or equivalent, required, associate degree or higher preferred. Previous banking experience preferred. Six months in a client service experience role preferred. Six months sales experience preferred. Minimum six months cash handling experience preferred. Ability to be NMLS licensed and registered and obtain a state notary license.

Physical requirements include standing most of the workday, moving about the workspace to reach entrances / exits, restrooms, conference rooms, or other areas within the work environment, reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and / or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and / or the exerting of up to 10 pounds of force.

Equal Opportunity Employer / Disabled / Veterans Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email humanresources@dfckc.com.