PERSONAL BANKER I

Great Plains Bank•Tuttle, OK

14d•Onsite

About The Position

The Personal Banker I serves as a customer-facing representative of Great Plains Bank, delivering superior service and building, managing, and retaining customer relationships. The role uses financial knowledge and a consultative approach to identify customer needs, recommend appropriate products and services, and connect customers with specialists for more complex financial needs. The position also performs a range of branch banking and teller functions, including account opening and maintenance, transaction processing, cash handling, and customer wire transfer services. The role offers career development through training and advancement opportunities and is eligible to participate in the Team Incentive Plan (TIP).

Requirements

Associate degree from a two-year college or university, or 3–5 years of experience in retail banking sales, financial services sales, or consultative relationship sales in a related industry.
Proven success establishing new clients, deepening customer relationships, and delivering results.
Ability to solve practical problems and handle situations with limited standardization.
Ability to interpret written, oral, diagrammatic, or schedule-based instructions.
Ability to read, analyze, and interpret technical procedures and governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to present information effectively and respond to questions from employees, customers, and the public.
Ability to calculate basic mathematical figures and amounts and apply basic algebra and geometry concepts.
Knowledge of Microsoft Internet Explorer and Microsoft Office software.
Ability to stand or sit for extended periods and perform extended typing and repetitive motions.
Ability to lift and carry cash drawers, coin bags, and boxes weighing up to 25 pounds.

Responsibilities

Deliver a superior customer experience with a customer-first attitude.
Manage assigned customers and proactively meet with them in person and by phone to build lasting relationships, discover financial needs, and recommend suitable products and services.
Engage and educate customers, ask open-ended questions, and listen to establish trust and lasting relationships.
Influence, educate, and connect customers to Great Plains Bank technology.
Use initiative and financial knowledge to provide customer options through a consultative approach.
Learn products, services, and procedures quickly and accurately, and provide solutions that integrate the bank’s offerings.
Partner with consumer loan, financial advisor, mortgage banking, treasury management, and business banking specialists to connect customers with experts.
Open checking, savings, certificate of deposit, safe deposit box, and other account types, and maintain customer files.
Receive deposits and distribute funds after verifying accounts and balances; examine checks for endorsements.
Enter transactions into the computer to memo post them and issue teller-machine or manually generated receipts.
Place holds on accounts for uncollected funds.
Order daily cash supplies and count incoming cash.
Balance currency and coin in the cash drawer at the end of the shift and compare totals with teller-machine data or other reports.
Process incoming and outgoing collection items and daily insufficient checks online.
Order customer checks and pay invoices.
Perform customer wire transfer services.
Process forms received in person or by mail and file forms.
Contribute effectively to a positive team environment and work toward achieving goals.
Attend training required by Great Plains Bank and support the compliance program by following applicable laws, policies, and procedures.
Perform other duties as assigned.