Personal Banker Assistant

Great Southern Bank•Springfield, MO

About The Position

The Personal Banker Assistant facilitates bank customers’ sales and service needs by identifying their interest in bank products and services and referring them to the appropriate area. The role provides customer support, develops customer relationships, and is responsible for meeting or exceeding production goals, Banking Center Associate Standards, and regulatory requirements. The position represents the bank professionally, greets and directs customers, identifies customer needs, recommends products and services, and seeks referrals. It performs routine Personal Banker functions, including opening accounts and processing transactions, and assists customers with Safe Deposit Box access. The role also supports the assigned manager with reports, documentation, production goals, cross-sales, and referrals. The employee must comply with banking regulations and security procedures, protect confidential information, and complete required training. This role requires a high school diploma or GED and 6 to 12 months of related experience or training. Prior banking experience is preferred. The position is scheduled Monday through Friday, 8:30 a.m. to 5:30 p.m., with rotating Saturdays, for a total of 40 hours per week. It is eligible for additional incentive compensation based on achievement of established goals.

Requirements

High school diploma or GED.
6 to 12 months of related experience and/or training.
Regular use of a desktop or laptop computer, basic operating systems, and specialized software systems.
Basic experience with alphanumeric data entry, PowerPoint, Excel, and word processing.
Ability to add, subtract, multiply, and divide.
Valid motor vehicle operator’s license and/or ability to travel to training sites and other banking center locations.
Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire.
Ability to meet the stated physical requirements, including occasionally lifting and/or moving up to 50 pounds.

Nice To Haves

Prior banking experience.
Notary license.

Responsibilities

Represent the bank courteously and professionally; greet and direct customers in person and by telephone, apply the bank’s customer service standards, and meet or exceed Secret Shop expectations.
Build customer relationships by identifying needs, recommending appropriate products and services, seeking referrals, and referring customers to the appropriate person or department.
Use the CRM program accurately, including for customer profiling, and meet or exceed referral goals.
Perform Personal Banker functions, including opening accounts, cashing Certificates of Deposit, processing routine transactions, and assisting with Safe Deposit Box entry in accordance with identification guidelines.
Assist the assigned manager with reports and requested documentation, support production goals, and work with banking center staff on cross-sales and referrals.
Maintain knowledge of and comply with applicable banking regulations; protect confidential customer information and facility codes; implement security procedures; attend annual BSA and security training; and open new accounts with minimal errors.
Maintain reliable attendance, punctuality, and professional appearance; communicate clearly through in-person, telephone, email, and written correspondence; and comply with company policies and applicable banking rules and laws, including BSA/AML.
Perform other related duties as required or assigned.