Personal Banker
About The Position
Personal Bankers are relationship-driven professionals who help clients achieve financial well-being and confidence in their financial future. They build and deepen relationships with existing and prospective clients by understanding financial goals, recommending tailored banking solutions, and ensuring seamless, accurate account opening. Through meaningful conversations, proactive outreach, and knowledgeable guidance on the Bank’s products and services, they deliver exceptional client service. Working collaboratively with branch team members, Personal Bankers contribute to individual, branch, and organizational goals while fostering long-term client loyalty and financial growth. The position pays $20.00 to $26.50 per hour depending on experience and is eligible for additional monthly incentive compensation based on achievement of established incentive goals. This position will remain open until a qualified applicant is hired.
Requirements
- Proven sales and relationship-building skills, including the ability to identify needs and recommend appropriate financial solutions.
- Strong client service and communication skills focused on delivering an exceptional client experience.
- Ability to achieve sales, referral, and retention goals in a results-driven environment.
- Strong attention to detail and commitment to accuracy.
- Effective organizational, problem-solving, and time management skills.
- Ability to work collaboratively while remaining accountable for individual performance goals, with a strong self-driven work ethic.
- High school diploma, GED, or equivalent required.
- At least 2 years of banking or relevant sales experience required.
- Prior NMLS licensing required and ability to obtain a state notary license.
Nice To Haves
- Associate’s degree or higher.
- Proficiency with banking systems, digital banking platforms, and Microsoft Office 365, including Copilot and Excel.
Responsibilities
- Develop new business and deepen existing client relationships through ethical promotion of bank products, including cold calling, daily outbound calls, sales meetings, and group presentations about consumer and small business banking products and services.
- Deliver fast, easy, and personalized client service, resolve issues promptly, build lasting relationships, and take ownership of client needs through resolution.
- Meet or exceed established sales, referral, and client retention goals through relationship management and consistent execution of sales strategies.
- Identify clients’ financial needs and recommend tailored solutions, including deposit accounts, digital banking services, credit cards, and lending products, while promoting full-service banking relationships.
- Educate clients about digital banking tools and self-service channels to increase adoption and enhance the client experience.
- Collaborate with internal business partners to identify referral opportunities and provide clients with comprehensive financial solutions.
- Open and service accounts accurately, process transactions, and complete required documentation in accordance with procedures and regulatory requirements.
- Comply with applicable regulations, bank policies, and procedures, including BSA, OFAC, audit, and security requirements.
- Complete required training on time and maintain current knowledge of bank products, services, regulatory requirements, and company policies and procedures.
- Perform other specified duties as assigned.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Company-paid life insurance
- Short- and long-term disability insurance
- Company-paid vacation
- Paid leave
- Paid holidays
- Monthly incentive compensation based on achievement of established incentive goals
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
