Personal Banker

COREFIRST BANK & TRUST • Lenexa, KS

19d • Onsite

About The Position

Personal Bankers assist existing and potential bank customers with products and services. This sales and service role generates new business and strengthens household relationships by explaining and selling the benefits of CoreFirst products and services. The position also involves outbound sales calls and other business-generating activity.

Personal Bankers open banking accounts, process loan applications, answer customer questions, perform account maintenance, and help customers with banking processes and procedures. They are responsible for meeting assigned branch sales goals and participate in daily branch operations, including opening or closing the branch, balancing the vault, completing internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and carrying out other administrative functions as needed.

Hours vary between 7:00 a.m. and 7:00 p.m. Monday through Friday and 8:00 a.m. and 1:00 p.m. Saturday. Travel is primarily local during the business day to cover shifts at other branches. Occasional evening travel may be needed for training in the Topeka area. The job operates in a professional office environment and routinely uses standard office equipment.

Applicants must pass a drug screen and background checks. CoreFirst provides equal employment opportunities and complies with applicable nondiscrimination laws. Duties and responsibilities may change at any time with or without notice.

Requirements

• At least one year of customer service experience, including cash handling.
• High school diploma or equivalent.
• Ability to develop relationships and motivate, influence, and train others.
• Ability to maintain composure and professionalism when handling complex or sensitive situations and escalations.
• Adherence to CoreFirst values: Respect, Communication, Integrity, Initiative, and Accountability.
• Strong skills in Customer Focus, Compliance, Ethics, Perseverance, and Time Management.
• Working knowledge and proficient use of Microsoft suite.
• Ability to adapt quickly to changes in procedures or technology.
• Proficiency with processes and procedures related to consumer deposit and loan products.
• Professionalism and composure, strong sales awareness, ability to contribute to a motivated environment, attention to key details, prioritization skills, and a goal-oriented mindset.
• Ability to meet the physical demands of the job, including regularly talking or hearing, frequently sitting, standing, and walking, and lifting up to 50 pounds.
• Ability to pass a drug screen and background checks.

Nice To Haves

• One year of banking experience strongly preferred.
• Six months of sales experience preferred.
• Some college preferred.

Responsibilities

• Explain and sell the benefits of CoreFirst products and services to prospective and current customers to generate new business and strengthen household relationships.
• Make outbound sales calls and perform other business-generating activities.
• Open banking accounts, process loan applications, answer customer questions, perform account maintenance, and assist customers with banking processes and procedures.
• Meet assigned branch sales goals.
• Participate in daily branch operations, including opening or closing the branch, balancing the vault, completing internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and handling other administrative functions as needed.
• Travel locally to cover shifts at other branches and occasionally travel in the evening for training in the Topeka area.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED