Personal Banker I

Great Southern Bank•Mansfield, MO

25d

About The Position

The Personal Banker I is responsible for meeting sales goals, supporting and serving customers, and developing customer relationships. The role is expected to meet or exceed production goals, Banking Center Associate Standards, and regulatory requirements. The position provides customer service, opens accounts, processes loan requests, identifies customer needs, recommends products and services, and helps expand existing relationships and attract new business. It also requires maintaining compliance with banking regulations and security policies, protecting confidential information, and maintaining regular attendance and professional communication. The position is scheduled for 40 hours per week, Monday through Friday from 8:00 AM to 5:45 PM, with rotating Saturday hours from 8:00 AM to 12:15 PM. It is eligible for additional incentive compensation based on achievement of established goals.

Requirements

High school diploma or GED.
1 to 2 years 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.

Nice To Haves

At least one year of sales/customer service experience preferred.
Prior banking experience preferred.
State Life Insurance License or ability to pass the Life License Exam preferred.
Notary license preferred.

Responsibilities

Implement procedures to attain management-established performance goals and meet or exceed production goals.
Develop customer relationships by identifying needs and recommending appropriate products or services; expand existing relationships and attract new business through referrals and phone solicitation.
Use the CRM program consistently and accurately, including for customer profiling.
Provide professional and courteous customer service, including opening new accounts and processing loan requests, and meet or exceed Secret Shop score expectations.
Maintain knowledge of applicable banking regulations and comply with regulatory requirements.
Maintain confidentiality of customer account information, security alarm codes, and facility codes; implement bank security policies and procedures; attend annual BSA and Security training.
Open new accounts with minimal errors and comply with company policies and applicable banking rules, regulations, and laws, including BSA/AML.
Maintain regular and reliable attendance, punctuality, and professional appearance; communicate clearly through in-person, phone, email, and written correspondence.
Perform other related duties as required or assigned.