Personal Banker I

Great Southern Bank • Springfield, MO

7h

About The Position

The Personal Banker I is responsible for attaining 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 banker identifies customer needs and recommends appropriate products and services, builds existing relationships, attracts new business through referrals and phone outreach, and uses the CRM program for customer profiling and related activities. The position also provides courteous service, opens new accounts, processes loan requests, and maintains compliance with banking regulations and security procedures.

Requirements

• High school diploma or GED.
• 1 to 2 years of related experience and/or training.
• 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.
• 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.

Nice To Haves

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

Responsibilities

• Implement procedures to attain performance goals established by Management and meet or exceed production goals.
• 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, open new accounts, and process loan requests.
• Meet or exceed Secret Shop score expectations.
• Maintain knowledge of applicable banking regulations and comply with them.
• Protect customer account information and facility security codes, implement bank security policies and procedures, and attend annual BSA and Security training.
• Perform new account openings with minimal errors.
• Maintain regular and reliable attendance, punctuality, and professional appearance.
• Communicate clearly and efficiently in person and through phone, email, letters, and other correspondence.
• Follow company policies and applicable banking rules, regulations, and laws, including BSA/AML.
• Perform other related duties as required or assigned.

Benefits

• Additional incentive compensation based on achievement of established goals.

What This Job Offers

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