Flex Personal Banker - St. Joseph, MO (Woodbine)

Equity BankSt. Joseph, MO
Hybrid

About The Position

The Flex Personal Banker plays a vital role in delivering exceptional client service and supporting branch operations across multiple locations. This adaptable position requires traveling up to 1 hour from your home bank office to provide coverage where needed. Responsibilities include a blend of Teller and Personal Banker duties, account opening, conflict resolution, and building long-lasting client relationships. You will demonstrate operational excellence, ensure compliance with applicable regulations, and quickly pivot to meet the needs of clients and the bank.

Requirements

  • High School Diploma or equivalent.
  • Excellent interpersonal, verbal, and written communication skills.
  • Proficiency in Windows-based computer systems.
  • Strong attention to detail and organizational skills.
  • Ability to maintain confidentiality and work as part of a team.
  • Reliable transportation for travel and flexibility to adapt to changing needs.
  • Must travel to Wichita, KS, for a week-long training during the first week of employment

Nice To Haves

  • Previous banking experience preferred.

Responsibilities

  • Conduct professional client conversations that build and sustain trust and credibility.
  • Discover key life events to ensure bank products and services meet clients' financial needs.
  • Recommend accounts, loans, and services tailored to clients’ goals.
  • Proactively promote bank products and services both internally and externally.
  • Refer clients to bank partners to generate additional revenue.
  • Demonstrate operational soundness to minimize risk and maintain quality production.
  • Follow operating procedures and protocols.
  • Provide excellent customer service, creating a welcoming, professional environment.
  • Resolve client issues proactively or as directed by the Bank Manager.
  • Handle routine client inquiries, approve transactions within authority limits, and perform Teller duties as needed.
  • Process client transactions and assist with bank opening/closing as required.
  • Travel up to 1 hour from your home bank office to support other branches as needed.
  • Pivot quickly to cover Teller, Personal Banker, or other roles to meet operational demands.
  • Handle escalated customer conflicts with professionalism and efficiency.
  • Understand and adhere to all applicable laws and regulations, including the Bank Secrecy Act, Anti-Money Laundering, Information Security, and internal policies.
  • Follow proper deposit account opening and suspicious activity referral procedures.
  • Actively work with clients to understand normal account activity, ensuring compliance.
  • Complete required periodic compliance training.
  • Perform Other Duties as Assigned or Required

Benefits

  • Health, Dental & Vision Insurance
  • Group Life & Long-Term Disability Insurance
  • Flexible Spending & Health Savings Accounts
  • Group Cancer Insurance
  • 401(K) Retirement Plan w/ Company Match
  • Generous Vacation & Sick Time
  • Employee Stock Purchase Plan (ESPP)
  • Pet Insurance
  • Retail Banking Benefits
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