PERSONAL BANKER I

Great Plains Bank•Yukon, OK

13d•Onsite

About The Position

The Personal Banker serves as a customer-facing representative of Great Plains Bank, delivering superior customer service and building and retaining customer relationships. The role uses financial knowledge and a consultative approach to identify customer needs, recommend products and services, connect customers with specialists, and contribute to branch success. The position also performs a range of account-opening, teller, cash-handling, payment-processing, and administrative duties. The role offers career development through training and advancement opportunities and is eligible to participate in the Team Incentive Plan (TIP).

Requirements

Associate degree from a two-year college or university, or 3–5 years of experience in retail banking sales, financial services sales, or consultative relationship sales in a related industry.
Proven success establishing new clients, deepening customer relationships, and delivering results, if qualifying through experience.
Ability to solve practical problems and handle situations with limited standardization.
Ability to interpret written, oral, diagrammatic, or schedule-based instructions.
Ability to read, analyze, and interpret technical procedures and governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to present information effectively and respond to questions from employees, customers, and the public.
Ability to calculate basic mathematical figures and amounts and apply basic algebra and geometry concepts.
Knowledge of Microsoft Internet Explorer and Microsoft Office software.
Ability to stand or sit for extended periods and perform extended typing and repetitive motion.
Ability to lift and carry cash drawers, coin bags, and boxes weighing up to 25 pounds.
Attend required training and comply with applicable laws, policies, procedures, and the bank’s compliance program.

Responsibilities

Deliver a superior customer experience with a customer-first attitude.
Manage assigned customers and proactively meet with them in person and by phone to build relationships, identify financial needs, and recommend appropriate products and services.
Make personal connections, educate customers, ask open-ended questions, and listen to establish trust and lasting relationships.
Educate customers about and connect them with Great Plains Bank technology.
Use initiative and financial knowledge to provide customer options through a consultative approach.
Learn products, services, and procedures quickly and accurately, and provide solutions that work together.
Partner with Consumer Loan, Financial Advisor, Mortgage Banker, Treasury Management, and Business Banking specialists to connect customers with expertise for specialized needs.
Open checking, savings, certificate of deposit, safe deposit box, and other account types, and maintain customer files.
Receive deposits and distribute funds after verifying accounts and balances; examine checks for endorsements.
Enter customer transactions into the computer to memo post transactions and issue teller-machine or manually generated receipts.
Place holds on accounts for uncollected funds.
Order daily cash supplies and count incoming cash.
Balance currency and coin in the cash drawer at the end of the shift and compare totals with teller-machine data and related reports.
Process incoming and outgoing collection items and daily insufficient checks online.
Order customer checks and pay invoices.
Provide customer wire-transfer services.
Process and file forms received in person or by mail.
Contribute effectively to a positive team environment and work toward achieving goals.
Perform other duties as assigned.