Personal Banker I
About The Position
Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and value differences in age, outlook, cultural background, lifestyle, and physical ability. We offer career opportunities and advancement across a wide range of disciplines. Ranked top ten in Forbes Best Bank four years in a row. Come join our team of customer service experts today! General Description Responsible for attaining sales goals, providing customer support and service, and developing customer relationships. Meet or exceed 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
- Implements and administers procedures to attain established performance goals set forth by Management. Meets or exceeds all production goals.
- Develops customer relationships by identifying needs and making appropriate recommendations for products and/or services. Expands existing relationships and attracts new business by seeking referrals from all customers and soliciting products and services by phone. Consistently and accurately uses CRM program in various capacities, including customer profiling.
- Provides professional, courteous service to all customers including opening new accounts and processing loan requests. Meets or exceeds Secret Shop score expectations.
- Maintains a strong working knowledge of and ensures full compliance with all applicable banking regulations. Maintains confidentiality of customer account information, security alarm codes and general codes used within the facility. Ensures effective implementation of bank security policies and procedures, and attends annual BSA and Security training. Performs new account opening with minimal errors.
- Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
- Performs any other related duties as required or assigned.
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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
