Personal Banker

City National Bank & Trust•Shawnee, OK
•$0 - $15

About The Position

The Personal Banker is an entry-level role in City National Bank's personal banking career path. The position develops foundational personal banking knowledge and skills while delivering exceptional customer service in alignment with the bank's values of Integrity, Teamwork, and WOW Customer Experience. During the entry-level period, employees complete training and development, including specific performance requirements for transition to full Personal Banker status. Personal Bankers help grow the customer base, meet sales goals, and foster positive experiences for customers and others engaging with the bank.

Requirements

  • At least one year of related experience in sales, customer service, cash handling, banking, or financial services, or college hours; military experience is considered.
  • Proficiency with Microsoft products, general computer skills, and basic math skills.
  • Ability to work flexible or extended hours, with consistent attendance and punctuality.
  • Strong customer service focus and effective problem-solving skills, including the ability to remain composed under pressure.
  • Self-motivated, goal-oriented team player with strong interpersonal skills and sales aptitude.
  • High school diploma or equivalent.
  • Demonstrated alignment with City National Bank's values and vision.

Nice To Haves

  • Bilingual ability.

Responsibilities

  • Complete the Personal Banker Training Checklist, including assigned learning modules and skill assessments.
  • Develop and expand customer growth through daily prospecting and follow-up activities.
  • Provide WOW customer experiences, follow standard operating procedures, and comply with bank policies.
  • Cross-sell and market bank products and services to customers and prospects.
  • Protect customer confidentiality and privacy and follow branch security procedures.
  • Participate in daily branch operations and develop proficiency in various areas of personal banking.
  • Log customer interactions and follow-ups in Synapsys with detailed notes.
  • Demonstrate the bank's values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.
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