Personal Banker

Academy Bank; Fairway (KS); On-site; USD 42,000 - 60,000; Full time

Job summary

Academy Bank is seeking a Personal Banker who thrives on building long-term relationships with clients and guiding them to suitable banking solutions. You will connect with existing and prospective clients, promote products, and ensure a smooth account opening experience.

In this role, you will collaborate with branch teammates to meet individual and branch goals, deliver exceptional service, and support clients in achieving financial well‑being through trusted guidance and proactive outreach.

Qualifications

• Strong interpersonal skills with clients and colleagues.
• Track record of meeting sales referrals and client service goals.
• Ability to explain bank products and services clearly to clients.

Responsibilities

• Actively develop new business and deepen relationships through outbound calls, meetings, and presentations of banking products.
• Deliver fast, personalized service and resolve client issues with ownership.
• Meet or exceed sales, referral, and client-retention goals through effective relationship management.

Skills

Relationship building

Sales ability

Communication

Financial guidance

Job description

Summary

Personal Bankers are relationship-driven professionals who are passionate about helping clients achieve financial well-being and confidence in their financial future. They build and deepen relationships with existing and prospective clients by understanding their unique financial goals, recommending tailored banking solutions, and ensuring a seamless and accurate account opening experience. Successful Personal Bankers deliver exceptional client service through meaningful conversations, proactive outreach, and knowledgeable guidance on the Bank’s products and services. Working collaboratively with branch team members, Personal Bankers contribute to individual, branch, and organizational goals while fostering long-term client loyalty and financial growth.

Summary

Personal Bankers are relationship-driven professionals who are passionate about helping clients achieve financial well-being and confidence in their financial future. They build and deepen relationships with existing and prospective clients by understanding their unique financial goals, recommending tailored banking solutions, and ensuring a seamless and accurate account opening experience. Successful Personal Bankers deliver exceptional client service through meaningful conversations, proactive outreach, and knowledgeable guidance on the Bank’s products and services. Working collaboratively with branch team members, Personal Bankers contribute to individual, branch, and organizational goals while fostering long-term client loyalty and financial growth.

Responsibilities

• Actively develop new business and deepen existing client relationships through enthusiastic, ethical promotion of bank products through cold calling, daily outbound calls and sales meetings, and group presentations of appropriate consumer and small business banking products and services.
• Deliver an exceptional client experience by providing fast, easy, and personalized service, resolving issues promptly, building lasting relationships, and taking ownership of client needs through successful resolution.
• Meet or exceed established sales, referral, and client retention goals through effective relationship management and consistent execution of sales strategies.
• Identify client financial needs and provide tailored solutions, including deposit accounts, digital banking services, credit cards, and lending products, while promoting a full-service banking relationship.
• Educate clients on digital banking tools and self-service channels, increasing adoption and enhancing the overall client experience.
• Collaborate with internal business partners to identify referral opportunities and ensure clients receive comprehensive financial solutions.
• Accurately open and service accounts, process transactions, and complete all required documentation in accordance with established procedures and regulatory 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, regulatory requirements, and company policies and procedures.
• Other specified duties as assigned.