Client-First Personal Banking Advisor

Academy Bank, N.A.

Kirkwood (MO)

On-site

USD 28,000 - 34,000

Full time

8 hours ago
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Benefits offered by this job

Medical
Vision
401(k) plan
Short and Long-term disability
Company paid vacation

Job summary

Academy Bank, N.A. is seeking a Personal Banker to build and strengthen client relationships by understanding financial needs and delivering tailored banking solutions.

You will open accounts, process transactions, promote bank products, and collaborate with team members to meet branch goals and ensure a positive client experience. You will educate clients on digital tools, provide fast and personal service, and handle a variety of banking tasks with accuracy while maintaining privacy and

Qualifications

  • Effective sales skills and ability to identify client needs.

Responsibilities

  • Open and service consumer deposit accounts while identifying opportunities to recommend appropriate banking products and services.
  • Educate clients on digital banking tools and self-service channels to improve convenience and enhance the banking experience.
  • Deliver an exceptional client experience by providing fast, easy, and personalized service while building strong client relationships.
  • Process a variety of banking transactions, account maintenance requests, and operational tasks accurately and efficiently.
  • Protect client and bank information by following all privacy, security, and confidentiality requirements.
  • Ensure compliance with all applicable regulations, bank policies, and procedures, including BSA, OFAC, audit, and security requirements.
  • Complete required training in a timely manner and maintain current knowledge of bank products, services, policies, and regulatory requirements.
  • Other specified duties as assigned.

Skills

Sales skills
Client service
Communication
Accuracy & organization
Cash handling
Banking systems
NMLS licensing
Team collaboration

Education

High school diploma / GED
Associate degree preferred

Tools

Copilot
Excel

Job description

Academy Bank, N.A. is seeking a Personal Banker to build and strengthen client relationships by understanding financial needs and delivering tailored banking solutions.

You will open accounts, process transactions, promote bank products, and collaborate with team members to meet branch goals and ensure a positive client experience. You will educate clients on digital tools, provide fast and personal service, and handle a variety of banking tasks with accuracy while maintaining privacy and

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