Personal Banker Associate - Tulsa Float

MidFirst BankBroken Arrow, OK

About The Position

The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker. The Personal Banker Associate must efficiently process a variety of customer transactions, generate business and deepen relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed. As a float Personal Banker Associate, a designated banking center will be assigned at the location stated. This position requires the flexibility to drive to and from different banking centers within the region. The cities included within the region are INSERT CITIES WITHIN REGION}. Employee will be required to drive their personal vehicle to various banking center locations and as such, will receive mileage reimbursement. This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.

Requirements

  • Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals
  • Minimum of 6 months cash handling and/or Point of Sale (POS) transaction experience in a retail sales or food industry environment
  • Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense
  • Ability to generate referrals including making on-site visits with local businesses
  • Ability to work effectively as a team member and with customers
  • Strong work ethic and high integrity
  • Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
  • Friendly, outgoing, assertive, confident, and enthusiastic personality

Nice To Haves

  • Successful sales record in a retail banking environment; with knowledge of bank services and products.
  • Bilingual (fluent verbal and written Spanish) skills

Responsibilities

  • Greet customers and facilitate a welcoming and customer-focused environment
  • Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
  • Build and maintain relationships with customers to help identify financial products and services that meet their needs
  • Promote financial products and services
  • Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
  • Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
  • Generate new business and expand relationships with current customers through networking and Centers of Influence
  • Respond to customer inquiries and concerns and create positive solutions
  • Support other employees as needed

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What This Job Offers

Job Type

Part-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

11-50 employees

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