Personal Banker

Dickinson Financial Corp•Lee's Summit, MO

23d•$20 - $25

About The Position

Personal Bankers build professional relationships with existing and potential clients to understand their financial needs, provide appropriate products and services, and complete account openings accurately. They deliver a positive client experience, promote the bank’s products and services, conduct accurate transactions in a fast-paced environment, and work with a team to achieve individual and group goals. The position includes sales, account opening, client education, referrals, transaction processing, and operational and regulatory responsibilities. The work environment is a standard office or retail banking setting. The role involves standing most of the workday and moving around the workspace. It requires using office equipment and communicating with clients, coworkers, and the public. The position requires lifting or exerting up to 10 pounds of force.

Requirements

Strong written and verbal communication skills.
Strong attention to detail and ability to complete work accurately.
Ability to organize work.
Strong sales skills.
Basic math skills, including calculating cash back and percentages.
Proficiency with basic office skills and equipment, including computers, email, a ten-key calculator, copier, scanner/fax, typing, telephone, organizational systems, and Microsoft Office products.
Ability to become NMLS licensed and registered.
High school diploma, GED, or equivalent.
Ability to obtain a state notary license.

Nice To Haves

Associate degree or higher preferred.
Previous banking experience preferred.
Six months of client service experience preferred.
Six months of sales experience preferred.
At least six months of cash-handling experience preferred.

Responsibilities

Deliver consistent client service by greeting clients, resolving problems, handling special requests, building relationships, and ensuring timely follow-through and resolution.
Promote consumer and small-business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center.
Achieve daily, monthly, quarterly, and annual sales goals.
Develop and maintain relationships with business partners to maximize opportunities, meet sales standards, and provide a broad range of financial services.
Open checking and savings accounts, process client transactions, and recommend other products, including credit cards and loans.
Demonstrate digital expertise by using digital platforms and educating clients and associates about online banking, bill pay and external transfers, mobile banking features, smart ATMs/ITMs, chat, and other self-service channels.
Work with clients and business partners to refer products and services to other business lines.
Educate clients about banking services and efficiently resolve concerns and issues.
Accurately complete account-opening and regulatory documentation; account for cash and negotiable instruments under dual control; and maintain accurate logs and records.
Protect confidential client information, bank trade secrets, and business records, and follow company communication policies.
When delegated by the Banking Center Manager, implement banking center operating procedures, including cash-supply maintenance, auditing, transaction documentation, and compliance requirements.
Maintain current knowledge of and comply with applicable regulations and bank policies and procedures, including BSA, OFAC, Associate Handbook, Operations, Audit, and Security requirements.
Complete monthly training on bank regulatory requirements, policies, and procedures in a timely manner.
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
Additional monthly incentive compensation based on achievement of established incentive goals