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Personal Banker

Corefirst Bank & Trust•Lenexa, KS

About The Position

Personal Bankers assist existing and prospective bank customers with products and services. This sales and service role generates new business and strengthens household relationships by presenting the benefits of CoreFirst products and services. The role includes outbound sales calls and other business-generating activities. Hours vary between 7:00 a.m. and 7:00 p.m. Monday through Friday and 8:00 a.m. and 1:00 p.m. on Saturday. The position supports customers with banking accounts, loan applications, account maintenance, questions, and bank processes. It also contributes to branch sales goals and daily branch operations. The role is based in a professional office environment and may involve local travel to cover shifts at other branches, as well as occasional evening travel for training in the Topeka area.

Requirements

  • At least one year of customer service experience, including cash handling.
  • High school diploma or equivalent.
  • Ability to handle interactions that may be personal or sensitive, including escalations, while maintaining composure and professionalism.
  • Ability to develop relationships and motivate, influence, and train others.
  • Adherence to CoreFirst values of Respect, Communication, Integrity, Initiative, and Accountability.
  • Skill in Customer Focus, Compliance, Ethics, Perseverance, and Time Management.
  • Working knowledge and proficient use of Microsoft suite.
  • Ability to adapt quickly to changes in procedures or technology.
  • Proficiency with processes and procedures related to consumer deposit and loan products.
  • Professionalism and composure, strong sales awareness, ability to contribute to a motivated environment, attention to detail, prioritization skills, and a goal-oriented mindset.
  • Ability to talk and hear, sit, stand, and walk as required; ability to lift up to 50 pounds.
  • Must pass a drug screen and background checks.

Nice To Haves

  • One year of banking experience is strongly preferred.
  • Six months of sales experience is preferred.
  • Some college is preferred.

Responsibilities

  • Present and sell the benefits of CoreFirst products and services to prospective and current customers to generate business and strengthen household relationships.
  • Make outbound sales calls and perform other business-generating activities.
  • Open banking accounts, process loan applications, answer customer questions, perform account maintenance, and assist customers with banking processes and procedures.
  • Meet assigned branch sales goals.
  • Participate in daily branch operations, including opening or closing the branch, balancing the vault, completing internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and carrying out other administrative functions as needed.
  • Travel locally during the business day to cover shifts at other branches; occasionally travel in the evening for training in the Topeka area.

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