Personal Banker Central Park
About The Position
Personal Bankers build and strengthen client relationships by understanding financial needs and delivering tailored banking solutions that help clients achieve financial confidence. They provide exceptional service, accurately open accounts and process transactions, promote bank products and services, and collaborate with team members to achieve individual and branch goals while ensuring a positive client experience. The position pays $22.00 to $26.50 per hour, depending on experience, and is eligible for additional monthly incentive compensation based on achievement of established incentive goals. The position will remain open until a qualified applicant is hired.
Requirements
- Effective sales skills and ability to identify client needs.
- Strong client service and relationship-building skills.
- Strong verbal and written communication skills.
- Accuracy, attention to detail, and organizational skills.
- Basic math and cash-handling abilities.
- Working knowledge of bank policies, procedures, and regulatory requirements.
- Ability to work collaboratively and achieve individual performance goals with a strong self-driven work ethic.
- Ability to obtain and maintain NMLS licensure and registration.
- High school diploma, GED, or equivalent.
- At least 6 months of cash-handling experience.
Nice To Haves
- Proficiency with banking systems, digital banking platforms, and Microsoft Office 365, including Copilot and Excel.
- Associate’s degree or higher.
- Previous banking experience.
- At least 6 months of sales experience.
Responsibilities
- Open and service consumer deposit accounts while identifying opportunities to recommend appropriate banking products and services.
- Promote bank products through conversations with Walmart customers, daily outbound calls, interactions with existing clients during transactions, and group presentations.
- Educate clients on digital banking tools and self-service channels.
- Provide fast, easy, and personalized service while building strong client relationships.
- Resolve client inquiries with professionalism, ownership, and follow-through.
- Process banking transactions, account maintenance requests, and operational tasks accurately and efficiently.
- Protect client and bank information by following privacy, security, and confidentiality requirements.
- Comply with applicable regulations, bank policies, and procedures, including BSA, OFAC, audit, and security requirements.
- Complete required training promptly and maintain current knowledge of bank products, services, policies, and regulatory requirements.
- Perform other specified duties as assigned.
Benefits
- Medical
- Dental
- Vision
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
