Financial Solutions Advisor

Academy Bank, N.A.; Saint Joseph (MO); In loco; USD 28.000 - 34.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical

Vision

401(k) plan

Disability insurance

Paid vacation and holidays

Descrizione del lavoro

Academy Bank, N.A. is seeking a Personal Banker in Saint Joseph, MO who will deliver fast, personal service while understanding clients’ financial needs. You will open accounts, process transactions, and promote a full range of banking products, including digital banking solutions.

The role emphasizes sales targets, relationship-building with clients and partners, and strict adherence to banking regulations. Full-time, with benefits, and opportunities for professional licensing and growth.

Competenze

• Excellent written and verbal communication required.
• Attention to detail and accuracy in work.
• Ability to organize workload.
• Strong sales skills to promote banking products.
• Basic math skills including cash back calculations.
• Proficient with standard office equipment and Microsoft Office.
• NMLS license and registration ability.

Mansioni

• Provide fast, friendly service and resolve client questions.
• Promote consumer and small business banking products.
• Achieve daily, monthly, and quarterly sales goals.
• Build relationships with business partners to maximize opportunities.
• Open accounts and process transactions, recommending other products.
• Educate clients on digital banking platforms.
• Refer products to other lines and ensure regulatory compliance.

Conoscenze

Communication skills

Attention to detail

Organization skills

Sales skills

Basic math

Office software

NMLS licensed

Formazione

High school diploma or GED

Associate degree preferred

Banking experience preferred

6 months client service experience

Cash handling experience

NMLS licensing / notary

Strumenti

Microsoft Office

Ten-key calculator

Copier/Scanner

Email

Descrizione del lavoro

Academy Bank, N.A. is seeking a Personal Banker in Saint Joseph, MO who will deliver fast, personal service while understanding clients’ financial needs. You will open accounts, process transactions, and promote a full range of banking products, including digital banking solutions.

The role emphasizes sales targets, relationship-building with clients and partners, and strict adherence to banking regulations. Full-time, with benefits, and opportunities for professional licensing and growth.