Personal Banker - Holcomb, KS

Equity Bank•Holcomb, KS

5d•Onsite

About The Position

The Personal Banker builds and expands client relationships by identifying clients’ financial needs and recommending suitable bank accounts, loans, and services. The role promotes bank products, makes referrals to bank partners, maintains operational soundness, and follows established procedures. It also delivers a welcoming and consistently superior client experience by responding to routine inquiries, resolving issues as directed, processing transactions, performing teller duties as needed, approving transactions within assigned authority, and assisting with bank opening or closing as directed. The position requires compliance with applicable laws, regulations, and bank policies, including requirements related to business ethics, Bank Secrecy Act, anti-money laundering, information security, and suspicious activity reporting. The employee follows deposit account opening and suspicious-activity referral processes, completes periodic compliance training, and must obtain and maintain NMLS certification under the SAFE Act and applicable lending regulations. This is a full-time, hourly, on-site position in Holcomb, Kansas. The employee must travel to Wichita, Kansas, during the first week of employment for a required week-long training. The role regularly involves working in an office and using computers and electronic media. Physical duties include standing, walking, bending, and squatting regularly; occasionally carrying, lifting, moving, or pushing up to 25 pounds; and communicating with others by speaking and listening.

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.
Must obtain and maintain NMLS certification in accordance with the SAFE Act and applicable lending regulations.

Nice To Haves

Previous banking experience.
Customer service experience.

Responsibilities

Conduct professional client conversations that build trust and credibility.
Identify clients’ life events and financial needs to ensure bank products and services are appropriate.
Recommend and provide accounts, loans, and services suited to clients’ financial needs.
Promote bank products and services within and outside the bank.
Make proactive referrals to bank partners that generate additional revenue.
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, professional environment for clients.
Resolve client issues proactively in the absence of or as directed by the Bank Manager.
Respond to routine client inquiries and requests.
Perform teller duties and process client transactions as needed.
Approve transactions for other employees within assigned authority limits.
Assist with bank opening and/or closing as directed.
Understand and follow applicable laws, regulations, policies, and procedures, including ethics, Bank Secrecy Act, anti-money laundering, information security, and suspicious activity reporting requirements.
Follow deposit account opening procedures and internal suspicious activity referral processes, as appropriate.
Work with clients to understand their normal account activity, as appropriate.
Complete periodic compliance training.
Obtain and maintain NMLS certification in accordance with the SAFE Act and applicable lending regulations.