Personal Banker

Academy Bank, N.A.; Queen Creek (AZ); Sur place; USD 28 000 - 37 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Vision plan

401(k) plan

Disability insurance

Vacation & holidays

Résumé du poste

Academy Bank, N.A. is seeking a Personal Banker who thrives on building relationships and helping clients achieve financial well-being. You will engage with existing and prospective clients, promote banking solutions, and ensure a smooth account opening experience through accurate service.

This full-time role emphasizes outbound outreach, tailored deposit and lending options, and guidance on digital tools. You will collaborate with branch teammates, meet sales goals, and uphold compliance while

Qualifications

• Proven sales and relationship-building skills with ability to identify needs and promote financial solutions.
• Strong client service and communication skills with a focus on delivering an exceptional client experience.
• Ability to achieve sales, referral, and retention goals in a results-driven environment.
• Attention to detail and commitment to accuracy.
• Proficiency with banking systems and digital banking platforms.

Responsabilités

• Develop new business and deepen client relationships through outbound calls and presentations.
• Provide fast, personalized service, resolve issues, and build lasting relationships.
• Meet or exceed sales, referral, and retention goals through effective strategies.
• Identify client financial needs and offer tailored deposit, digital, and lending solutions.
• Educate clients on digital banking tools and self-service channels.
• Open and service accounts, process transactions, and ensure compliance.

Connaissances

Sales skills

Relationship building

Client service

Communication

Attention to detail

Banking systems

Digital banking

Time management

Team collaboration

Self-driven work

Formation

High school diploma

GED

Associate degree or higher

NMLS licensing

Notary license

Outils

Office 365

Excel

Copilot

Description du poste

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.

The Personal Banker position pay rate is $20.00 to $26.50 per hour depending on experience. 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
• Vision
• 401(k) plan
• Short and Long-term disability insurance
• Company paid vacation, paid leave and holidays

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

Position Requirements

Skills

• Proven sales and relationship-building skills with the ability to identify needs and recommend appropriate financial solutions.
• Strong client service and communication skills with a focus on delivering exceptional client experience.
• Ability to achieve sales, referral, and retention goals in a results-driven environment.
• Strong attention to detail and commitment to accuracy.
• Effective organizational, problem-solving, and time management skills.
• Proficiency with banking systems, digital banking platforms, Microsoft Office 365 including Copilot and Excel preferred.
• Ability to work collaboratively while maintaining accountability for individual performance goals with strong self-driven work ethic.

Education & Experience

• High school diploma, GED, or equivalent required; Associate's degree or higher preferred.
• 2+ years of banking or relevant sales experience required.
• Prior NMLS licensing required and ability to obtain a state notary license.

Physical Requirements

The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday . The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to e xpress or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required . Position requires lifting and/or the exerting of up to 10 pounds of force.

Full-time/Part-time

Full-time

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