Personal Banker

Academy Bank; Kansas City (MO); On-site; Full time

Job summary

A leading bank in Kansas City is seeking a Personal Banker who is enthusiastic and self-motivated. The role involves building relationships with clients, promoting banking products, and ensuring excellent client service. The ideal candidate will thrive in a fast-paced environment and have a passion for helping clients achieve financial freedom.

Benefits

Medical

Dental

Vision

401(k) plan

Company paid life insurance

Short and Long-term disability insurance

Company paid vacation

Paid leave and holidays

Qualifications

• Enthusiastic and self-motivated with proven success in delivering financial solutions.
• Ability to promote bank products and services effectively.

Responsibilities

• Builds professional relationships with clients to understand their financial needs.
• Promotes banking products using direct sales techniques.
• Conducts accurate banking transactions in a fast-paced environment.

Skills

Sales

Client Relationship Management

Problem Solving

Job description

Join to apply for the Personal Banker role at Academy Bank

2 days ago Be among the first 25 applicants

Join to apply for the Personal Banker role at Academy Bank

Get AI-powered advice on this job and more exclusive features.

Summary

Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.

Summary

Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.

Responsibilities

• Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
• Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
• Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
• Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
• Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
• Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
• Works closely with clients and business partners to refer products and services to other business lines.
• Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
• Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
• Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
• When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
• Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
• Protect all client and bank information confidentially and follow all company policies.
• Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
• Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
• Working at the worksite during regular business hours and/or assigned hours.
• Other specified duties as assigned.
  
  

Compensation & Benefits

The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.

Full‐time Associates Are Eligible For Our Benefits Package

• Medical
• Dental
• Vision
• 401(k) plan
• Company paid life insurance
• Short and Long-term disability insurance
• Company paid vacation, paid leave and holidays
  
  

This position will remain open until a qualified applicant is hired.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

Referrals increase your chances of interviewing at Academy Bank by 2x

Sign in to set job alerts for “Personal Banker” roles.

Business Banking - Business Banking Leader

Personal Banker (Overland Park, KS - Antioch)

Relationship Builder - Teller (South Kansas City Branch) (58413)

Private Client Banker - Brookside Branch - Kansas City, MO

Personal Banker - Lees Summit, MO (Downtown)

Personal Banker - College Square, Overland Park KS

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.