Personal Banker - Ponca City, OK (Plaza)

Equity Bank•Ponca City, OK

1d•Onsite

About The Position

Equity Bank is hiring a community-focused Personal Banker to build and maintain client relationships, identify clients’ financial needs, and recommend suitable banking products and services. The role combines relationship banking and customer service with teller duties, transaction processing, referrals, and adherence to operational and regulatory requirements. The Personal Banker helps create a welcoming, professional client experience, responds to routine requests, and resolves client issues when the Bank Manager is unavailable or directs them to do so. The position also requires following applicable banking laws, policies, and procedures, completing compliance training, and understanding clients’ normal account activity where appropriate. The employee may be assigned other duties as needed. This position regularly works in an office setting and uses computers and electronic media. It requires standing, walking, bending, and squatting regularly, with occasional lifting or moving of up to 25 pounds. Travel to Wichita, Kansas, for a required week-long training during the first week of employment is required.

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.

Responsibilities

Conduct professional conversations that build client trust and credibility.
Identify clients’ life events and financial needs to ensure banking products and services remain appropriate.
Recommend and provide accounts, loans, and services that match clients’ financial needs.
Promote bank products and services inside and outside the bank.
Make proactive referrals to bank partners that generate additional revenue.
Demonstrate operational soundness, follow procedures, and minimize risk exposure or loss.
Provide excellent customer service and help create a welcoming, engaging, and professional environment.
Resolve client issues proactively when the Bank Manager is absent or directs the employee to do so.
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 opening and/or closing the bank as directed.
Follow applicable laws, regulations, policies, and procedures, including requirements related to business ethics, the Bank Secrecy Act, anti-money laundering, information security, and suspicious activity reporting.
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.
Perform other duties as assigned or required.