Personal Banker

FIRST FIDELITY BANK•Noble, OK

26d•Onsite

About The Position

The Personal Banker builds meaningful, lasting relationships with new and existing clients and provides exceptional service. The role supports clients in achieving their financial goals by resolving issues, understanding their needs, identifying suitable solutions, and delivering banking products and services. The Personal Banker proactively identifies client needs and refers clients to other lines of business when those services provide value or convenience. Sales and service activities include expanding existing relationships through profiling, seeking retail and small-business lending opportunities, and closing loans. Success requires familiarity with the Bank’s accounts and products, genuine interest in clients, and a drive to find solutions beneficial to both clients and the Bank. The position creates a positive client experience through relationship building and consultative conversations, explains account and product features clearly, and responds promptly and accurately to requests and problems. As needed, the Personal Banker opens accounts and performs teller transactions, maintaining accurate cash handling, documentation, and balancing practices. The role also complies with Bank policies and regulatory requirements, demonstrates reliable attendance and professional conduct, and performs other relevant duties as assigned. This is a full-time role at the OK Noble location in Noble, Oklahoma. The listed shift is flexible Monday–Friday, 7:30–6:15, and Saturday, 8:45–12:15.

Requirements

At least six months of work experience providing customer service support or cash-handling experience in financial services, retail sales, or another goal-oriented environment.
High school degree or equivalent required.
Proficient knowledge of bank products and services.
Strong work ethic and high integrity.
Friendly, courteous, positive, and professional manner and appearance.
Excellent client-service, interpersonal, and communication skills, including the ability to build relationships and collaborate across departments and teams.
Outgoing, enthusiastic, assertive, confident, and sales-oriented personality; comfortable working in a goal-oriented environment.
Ability to participate in the Bank’s sales program and meet or exceed established sales and referral expectations.
Strong organizational skills and accuracy.
Proficient computer and technical skills, including the ability to use bank software products and branch capture equipment.
Ability to work a flexible, rotating shift.
May require long periods of standing or sitting, typing, and repetitive motion.
Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing over 25 pounds.

Nice To Haves

Previous teller and sales experience preferred.
Some college preferred.

Responsibilities

Build, maintain, and grow client relationships through various communication channels.
Identify client needs and recommend Bank products and services using a consultative approach.
Explain product and account features, statements, and service charges in an understandable manner.
Refer clients to Bank specialists and other lines of business when appropriate.
Respond promptly and accurately to client requests, inquiries, and problems, and resolve service issues.
Expand existing relationships through profiling, pursue retail and small-business lending opportunities, and close loans.
Open new accounts and assist with teller transactions as needed, including cashing checks, processing deposits and withdrawals, processing loan transactions, preparing change orders, and issuing cashier’s checks.
Research account questions and problems, and process transactions within defined authority limits.
Maintain an orderly cash and coin supply; verify deposits, negotiability of items, signatures, and client balances.
Enter transactions into Bank records and complete accurate documentation for large transactions.
Balance daily transactions, the cash drawer, and coin vault within defined accuracy standards.
Follow the Bank’s mission, core values, service standards, policies, procedures, and regulatory requirements.
Maintain good work habits, professional conduct, and regular, reliable attendance.
Perform other relevant duties as assigned.