Personal Banker - Ponca City, OK (Plaza)

Equity Bank•Ponca City, OK

2d•Onsite

About The Position

Equity Bank is hiring a team-oriented, community-focused Personal Banker for its Retail department. The role builds and expands client relationships by identifying clients’ financial needs and recommending suitable banking products and services. The Personal Banker provides a superior client experience, supports branch operations, performs teller duties as needed, and follows applicable laws, regulations, and internal procedures. The position is based at the Plaza in Ponca City, Oklahoma, and requires travel to Wichita, Kansas, during the first week of employment for a week-long training program.

Requirements

High school diploma or equivalent.
Excellent interpersonal, verbal, and written communication skills.
Computer proficiency in Windows-based systems.
Ability to maintain a high degree of confidentiality.
Strong attention to detail and organizational skills.
Ability to work with a team to determine solutions.
Ability to travel to Wichita, Kansas, during the first week of employment for required week-long training.

Nice To Haves

Previous banking experience preferred.

Responsibilities

Build and sustain client trust through professional conversations and identify important life events that may affect clients’ financial needs.
Recommend and provide accounts, loans, and services that meet clients’ needs, and promote bank products and services inside and outside the bank.
Make proactive referrals to bank partners that contribute additional revenue to the bank.
Demonstrate operational soundness, minimize risk exposure or loss, maintain quality production, and follow operating procedures and protocols.
Provide excellent customer service and create a welcoming, engaging, and professional environment for clients.
Resolve client issues proactively when the Bank Manager is absent or as directed, and respond to routine client inquiries and requests.
Perform teller duties and process client transactions as needed; approve other employees’ transactions within assigned authority limits.
Assist with opening and/or closing the bank as directed.
Follow applicable laws, regulations, policies, and procedures, including business ethics and conduct, Bank Secrecy Act, anti-money laundering, information security, and suspicious activity reporting requirements.
Follow deposit account opening procedures and internal suspicious activity referral processes, and understand clients’ normal account activity as appropriate.
Complete periodic compliance training.
Perform other duties as assigned or required.