Personal Banker Assistant

Great Southern Bank • Springfield, MO

3d

About The Position

The Personal Banker Assistant facilitates the sales and service needs of bank customers by assessing their interest in bank services and products and referring them to appropriate areas. The role provides customer support and service, develops customer relationships, and is accountable for meeting or exceeding production goals, Banking Center Associate Standards, and regulatory requirements.

The position represents the bank professionally, greets and directs customers in person and by telephone, identifies customer needs, recommends products and services, seeks referrals, and uses the CRM system for customer profiling. It also performs Personal Banker functions, including opening accounts, cashing Certificates of Deposit, completing routine transactions, and assisting customers with Safe Deposit Box entry in accordance with identification guidelines. The role supports the assigned manager with reports, documentation, production goals, cross-sales, and referrals.

The employee must maintain knowledge of applicable banking regulations, protect confidential information and security codes, follow bank security procedures, and attend annual BSA and Security training. Regular attendance, punctuality, professional appearance, clear communication, and adherence to company policies and applicable laws are expected. The position offers additional incentive compensation based on achievement of established goals. The schedule is Monday through Friday, 8:30 a.m. to 5:30 p.m., with rotating Saturdays, for 40 total hours.

Requirements

• High school diploma or GED.
• 6 to 12 months of related experience and/or training.
• Ability to use 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.

Nice To Haves

• Prior banking experience.
• Notary license.

Responsibilities

• Represent the bank courteously and professionally and apply its 5 Winning Ways of Customer Service.
• Greet and direct customers in person and by telephone, and meet or exceed Secret Shop score expectations.
• Identify customer needs, recommend appropriate products and services, seek referrals, and direct customers to the appropriate individual or department.
• Accurately use the CRM program, including for customer profiling.
• Perform Personal Banker functions, including opening accounts, cashing Certificates of Deposit, and completing routine transactions.
• Assist customers with Safe Deposit Box entry while ensuring proper identification.
• Assist the assigned manager with reports and documentation, production goals, cross-sales, and referrals.
• Maintain knowledge of and comply with applicable banking regulations, including BSA/AML requirements.
• Maintain confidentiality of customer account information and security codes, implement bank security procedures, and attend annual BSA and Security training.
• Maintain regular and reliable attendance, punctuality, and professional appearance.
• Communicate clearly and efficiently through in-person, telephone, email, letter, and other correspondence.
• Follow company policies, banking rules, regulations, and laws, and perform other related duties as required or assigned.

Benefits

• Additional incentive compensation awarded based on achievement of established goals.
• Career opportunities and advancement across a wide range of disciplines.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED