Client-Focused Banking Advisor

Academy Bank, N.A.

Blue Springs (MO)

On-site

USD 28,000 - 33,000

Full time

3 hours ago
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Benefits offered by this job

Medical
Vision
401(k) plan
Disability insurance
Vacation and holidays

Job summary

Academy Bank, N.A. is seeking a motivated Personal Banker in a full-time role, focusing on delivering a fast, personal client experience and building relationships to meet financial needs.

Responsibilities include promoting bank products, opening accounts, processing transactions, educating clients about digital banking, and collaborating with partners to refer services across lines. This role emphasizes compliance, accuracy, and customer satisfaction.

Qualifications

  • Strong written and verbal communication skills required.
  • Strong attention to detail and ability to complete work accurately.
  • Ability to organize work.
  • Strong sales skills.
  • Basic math skills including the ability to calculate figures and amounts such as cash back and percentages.
  • Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
  • Ability to be NMLS licensed and registered.

Responsibilities

  • Provides fast, easy, and personal client service and resolves problems.
  • Promotes banking products and services to clients and prospects using direct sales techniques.
  • Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
  • Develops and maintains relationships with business partners to maximize opportunities.
  • Opens checking and savings accounts and processes client transactions.
  • Educates clients about digital banking platforms.
  • Works closely with clients and partners to refer products across lines.
  • Protects client information and follows company policies.

Skills

Written and verbal communication
Attention to detail
Organizational skills
Sales skills
Basic math
Office software proficiency
NMLS licensing

Education

High school diploma/GED
Associate degree or higher preferred

Job description

Academy Bank, N.A. is seeking a motivated Personal Banker in a full-time role, focusing on delivering a fast, personal client experience and building relationships to meet financial needs.

Responsibilities include promoting bank products, opening accounts, processing transactions, educating clients about digital banking, and collaborating with partners to refer services across lines. This role emphasizes compliance, accuracy, and customer satisfaction.

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