Personal Banker I

Great Southern Bank•Mansfield, MO

25d

About The Position

Great Southern Bank is hiring a Personal Banker I to attain sales goals, provide customer support and service, and develop customer relationships. The role is responsible for meeting or exceeding production goals, Banking Center Associate Standards, and regulatory requirements. The employee implements procedures established by management, identifies customer needs and recommends appropriate products and services, expands existing relationships, seeks referrals, solicits business by phone, and uses the CRM program for tasks including customer profiling. The Personal Banker I provides professional, courteous service, including opening new accounts and processing loan requests, while meeting Secret Shop score expectations. The role requires knowledge of applicable banking regulations, protection of customer information and facility codes, implementation of security policies, and attendance at annual BSA and Security training. The employee is also expected to maintain reliable attendance and punctuality, communicate clearly through in-person, phone, email, and written correspondence, and follow company policies and applicable banking rules and laws, including BSA/AML. Additional related duties may be assigned. This position has a Monday–Friday schedule of 8:00 AM–5:45 PM and rotating Saturdays from 8:00 AM–12:15 PM, for a total of 40 hours. It is eligible for additional incentive compensation based on achievement of established goals. Great Southern Bank is an Equal Opportunity Employer and offers reasonable accommodations during the application process and for employees with disabilities.

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 or 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 and administer procedures to attain performance goals established by management.
Meet or exceed production goals and Banking Center Associate Standards.
Develop customer relationships by identifying needs and recommending appropriate products and services.
Expand existing relationships and attract new business by seeking referrals and soliciting products and services by phone.
Use the CRM program consistently and accurately, including for customer profiling.
Provide professional, courteous customer service, including opening new accounts and processing loan requests.
Meet or exceed Secret Shop score expectations.
Maintain working knowledge of and comply with applicable banking regulations.
Protect 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.
Maintain regular and reliable attendance, punctuality, and professional appearance.
Communicate clearly and efficiently in person, by phone, email, letters, and other correspondence.
Follow company policies and procedures and applicable banking rules, regulations, and laws, including BSA/AML.
Perform other related duties as required or assigned.