Personal Banker I
About The Position
Great Southern Bank is seeking a Personal Banker I to join their team of customer service experts. The bank is committed to fostering an environment where everyone can contribute and succeed, embracing diversity and offering career opportunities and advancement. Ranked top ten in Forbes Best Bank four years in a row, the company values its employees. The Personal Banker I is responsible for achieving sales goals, providing customer support and service, and developing customer relationships. This role involves meeting or exceeding all production goals, Banking Center Associate Standards, and regulatory requirements.
Requirements
- High school diploma or GED
- 1 to 2 years of related experience and/or training
- Regular use of desktop/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
- A valid motor vehicle operator’s license and/or ability to travel to training sites and other banking center locations is required.
- 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 is preferred
- State Life Insurance License or ability to pass Life License Exam preferred.
- Notary license preferred.
Responsibilities
- Implement and administer procedures to attain established performance goals set forth by Management, meeting or exceeding all production goals.
- Develop customer relationships by identifying needs and making appropriate recommendations for products and/or services.
- Expand existing relationships and attract new business by seeking referrals from all customers and soliciting products and services by phone.
- Consistently and accurately use CRM program in various capacities, including customer profiling.
- Provide professional, courteous service to all customers including opening new accounts and processing loan requests, meeting or exceeding Secret Shop score expectations.
- Maintain a strong working knowledge of and ensure full compliance with all applicable banking regulations.
- Maintain confidentiality of customer account information, security alarm codes and general codes used within the facility.
- Ensure effective implementation of bank security policies and procedures, and attend annual BSA and Security training.
- Perform new account opening with minimal errors.
- Maintain regular and reliable attendance, punctuality and personal appearance.
- Read, write, and communicate in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc.
- Adhere to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
- Perform any other related duties as required or assigned.
Benefits
- Additional incentive compensation, awarded based on achievement of established goals.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
