Personal Banker - Tulsa (71st & Memorial)

MidFirst Bank•Tulsa, OK

20h•Onsite

About The Position

The Personal Banker is responsible for generating business and deepening relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed. Duties will include, but are not limited to, greeting customers and facilitating a welcoming and customer-focused environment, providing extraordinary customer service while achieving goals and supporting the banking center staff as needed, building and maintaining relationships with customers to help identify financial products and services that meet their needs, promoting financial products and services, opening deposit accounts and taking loan applications, processing consumer loan/credit line requests for customers, processing customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures, generating new business and expanding relationships with current customers through networking and Centers of Influence, responding to customer inquiries and concerns and creating positive solutions, and supporting other employees as needed. This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.

Requirements

Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals
Minimum of 6 months cash handling and/or Point of Sale (POS) transaction experience in a retail sales or food industry environment
Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense
Ability to generate referrals including making on-site visits with local businesses
Ability to work effectively as a team member and with customers
Strong work ethic and high integrity
Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
Friendly, outgoing, assertive, confident, and enthusiastic personality
Required to participate in both informal and formal training (paid) and must successfully pass our Teller Certification test to be allowed to operate a Teller drawer.
Formal training consists of one full week of training/testing which is conducted within your first 3 weeks of employment and is scheduled Monday through Wednesday from 8:00 a.m. - 5:00 p.m.

Nice To Haves

Successful sales record in a retail banking environment; with knowledge of bank services and products.
Bilingual (fluent verbal and written Spanish) skills

Responsibilities

Greet customers and facilitate a welcoming and customer-focused environment
Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
Build and maintain relationships with customers to help identify financial products and services that meet their needs
Promote financial products and services
Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
Generate new business and expand relationships with current customers through networking and Centers of Influence
Respond to customer inquiries and concerns and create positive solutions
Support other employees as needed