Personal Banker

Dickinson Financial Corp•Lenexa, KS

8d•$20 - $27

About The Position

Personal Bankers build and deepen relationships with existing and prospective clients by understanding their financial goals, recommending tailored banking solutions, and providing an accurate account-opening experience. They deliver client service through meaningful conversations, proactive outreach, and knowledgeable guidance on the Bank’s products and services. Working with branch team members, they contribute to individual, branch, and organizational goals while fostering client loyalty and financial growth. The role involves developing business, meeting sales and relationship goals, identifying client needs, recommending banking products, educating clients about digital banking, collaborating on referrals, and accurately opening and servicing accounts. The Personal Banker must comply with applicable regulations and Bank policies and procedures, complete required training, and maintain current product and regulatory knowledge. The work environment is a standard office or retail banking setting. The position involves standing most of the workday, moving around the workspace, reaching, using a computer and telephone, communicating with clients and coworkers, and lifting or exerting up to 10 pounds. Pay is $20.00 to $26.50 per hour depending on experience, with monthly incentive compensation based on achievement of established goals. The position remains open until a qualified applicant is hired.

Requirements

High school diploma, GED, or equivalent required.
At least 2 years of banking or relevant sales experience required.
Prior NMLS licensing required.
Ability to obtain a state notary license.
Proven sales and relationship-building skills, including the ability to identify client needs and recommend appropriate financial solutions.
Strong client service and communication skills.
Ability to achieve sales, referral, and retention goals in a results-driven environment.
Strong attention to detail and commitment to accuracy.
Effective organizational, problem-solving, and time-management skills.
Ability to collaborate while remaining accountable for individual performance goals, with a strong self-driven work ethic.

Nice To Haves

Associate’s degree or higher preferred.
Proficiency with banking systems, digital banking platforms, Microsoft Office 365, including Copilot and Excel, preferred.

Responsibilities

Actively develop new business and deepen existing client relationships through ethical promotion of bank products, cold calling, daily outbound calls, sales meetings, and group presentations.
Provide fast, easy, personalized client service; resolve issues promptly; build lasting relationships; and take ownership of client needs through resolution.
Meet or exceed established sales, referral, and client retention goals through relationship management and execution of sales strategies.
Identify client financial needs and recommend tailored solutions, including deposit accounts, digital banking services, credit cards, and lending products.
Educate clients on digital banking tools and self-service channels to increase adoption and improve the client experience.
Collaborate with internal business partners to identify referral opportunities and provide comprehensive financial solutions.
Accurately open and service accounts, process transactions, and complete required documentation in accordance with procedures and regulatory requirements.
Comply with applicable regulations and Bank policies and procedures, including BSA, OFAC, audit, and security requirements.
Complete required training promptly and maintain current knowledge of Bank products, services, regulatory requirements, and company policies and procedures.
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
Monthly incentive compensation based on achievement of established incentive goals