Personal Banker I

Great Southern Bank • Springfield, MO

6d

About The Position

Great Southern Bank is seeking a Personal Banker I to attain sales goals, support and serve customers, and develop customer relationships. The role is responsible for meeting or exceeding production goals, Banking Center Associate Standards, and regulatory requirements. The position provides professional customer service, opens new accounts, processes loan requests, and recommends appropriate products and services based on customer needs. It also requires accurate use of the CRM program, compliance with banking regulations and security procedures, and maintenance of customer confidentiality. The schedule is Monday through Friday, 8:30 a.m. to 5:00 p.m., with rotating Saturdays from 9:00 a.m. to 12:00 p.m., for a total of 40 hours.

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.
• Prior banking experience.
• State Life Insurance License or ability to pass the Life License Exam.
• Notary license.

Responsibilities

• Implement procedures to achieve 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 through customer referrals and phone solicitation.
• Use the CRM program 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 knowledge of and comply with applicable banking regulations.
• Protect confidential customer account information, security alarm codes, and facility codes.
• Implement bank security policies and procedures and 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, banking rules, regulations, and laws, including BSA/AML requirements.
• Perform other related duties as required or assigned.

Benefits

• Eligible for additional incentive compensation awarded based on achievement of established goals.
• Reasonable accommodation is available for applicants and employees upon request.

What This Job Offers

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