Personal Banker III

Cadence Bank • Warner Robins, GA

398d

About The Position

As a Personal Banker III at Cadence Bank, you will play a crucial role in helping clients achieve financial well-being by building deep customer relationships and understanding their needs. This position involves proactively identifying new account and loan origination opportunities through guided conversations and a structured sales process. You will work on-site and be responsible for meeting individual sales objectives while supporting the banking center's transactional needs.

Requirements

• High school diploma or GED required.
• 2-3 years of banking experience or demonstrated sales experience in business, retail, or other industries preferred.
• 1 year of experience in developing customer relationships and achieving sales goals in a retail environment preferred.
• 1 year cash handling experience in a banking or retail environment preferred.
• Excellent written and verbal communication skills.

Nice To Haves

• Bachelor's degree or Associate's degree preferred.
• Foundational knowledge of sales and service techniques in a structured, goal-based environment.

Responsibilities

• Build, develop and deepen customer relationships through active market business development.
• Identify deposit, credit, and investment solutions to help customers achieve their financial goals.
• Support the transactional needs of the banking center and refer opportunities to the appropriate line of business.
• Meet or exceed individual sales and activity objectives as measured by an individual scorecard.
• Establish preset appointments to identify customer needs via in-person meetings and teleconsulting activities.
• Educate customers on bank channels including online and mobile banking, interactive tellers, and full-service ATMs.
• Originate new consumer and business depository accounts and execute a defined new customer onboarding plan.
• Originate cash management solutions such as Treasury Management, Merchant Services, and ACH.
• Explore customer financial needs and recommend other bank services or refer customers to other departments.
• Originate consumer lending applications including home equity lending.
• Uncover small business opportunities and make quality referrals to business partners and team members.
• Demonstrate compliance with all bank regulations that apply to the position.
• Create a positive impact within the communities served by investing time in CRA activities and financial literacy initiatives.

Benefits

• Full-time position with competitive salary.
• Opportunities for professional development and career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED