Personal Banker

Crown Financial Group; Memphis (TN); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Company parties

Competitive salary

Opportunity for advancement

Training & development

Careers advancement opportunities

Flexible scheduling

Competitive compensation

Job summary

Crown Financial Group in Memphis, TN is seeking a Personal Banker to help clients manage accounts and finances, build lasting relationships, and generate new business opportunities. You will understand customer needs and offer appropriate banking solutions while adhering to regulatory guidelines.

The ideal candidate demonstrates excellent interpersonal skills, a customer-oriented mindset, and proven experience in banking; strong Excel and banking software knowledge is a plus.

Qualifications

• Bachelor’s degree in finance, accounting, or a related field.
• CPA or CMA certification preferred.
• Experience as a Personal Banker preferred; knowledge of banking regulations.

Responsibilities

• Communicate with clients to discover their bank services needs
• Assist clients in opening and closing bank accounts
• Provide resolution for issues with accounts or banking services
• Refer clients to other financial experts within the bank when necessary
• Network and develop relationships with potential clients
• Educate prospective and existing clients on financial products and services
• Enter information into banking software
• Other administrative duties, as necessary
• Business Development

Skills

Customer service

Communication skills

Interpersonal skills

Networking

Problem solving

Education

Bachelor’s degree in finance, accounting, or related field

CPA or CMA certification preferred

Tools

Excel

Banking software

Databases

Job description

Benefits:

• Company parties
• Competitive salary
• Opportunity for advancement
• Training & development

Benefits/Perks

• Careers Advancement Opportunities
• Flexible Scheduling
• Competitive Compensation

Job Summary

We are seeking a Personal Banker to join our team. In this role, you will assist our customers in managing their bank accounts and finances. You will develop long-term relationships with clients as well as network to generate new potential business. The ideal candidate has excellent interpersonal skills, uses a customer-oriented approach to solving problems, and has proven experience in banking.

Responsibilities

• Communicate with clients to discover their bank services needs
• Assist clients in opening and closing bank accounts
• Provide resolution for any issues the customer may have with their accounts or banking services
• Refer clients to other financial experts within the bank when necessary
• Network and develop relationships with potential clients
• Educate prospective and existing clients on financial products and services
• Enter information into banking software
• Other administrative duties, as necessary
• Business Development

Qualifications

• Bachelor’s degree in finance, accounting, or a related field
• Certification as a CPA or CMA is preferred
• Previous experience as a Personal Banker is preferred
• Deep understanding of personal banking regulations
• Familiarity with Microsoft Excel, databases, and loan processing and banking software
• Strong customer service and communication skills
• Ability to perform in a goal-oriented environment
• Customer-oriented approach to handling problems
• Strategic planning