Personal Banker

Academy Bank, N.A.; Scottsdale (AZ); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical

Vision

401(k) plan

Disability insurance (short/long-term)

Paid vacation, leave and holidays

Job summary

Academy Bank, N.A. is seeking a Personal Banker in Scottsdale to build lasting client relationships, promote banking solutions, and deliver exceptional service. You will work with the branch team to meet sales goals while ensuring accurate account openings and smooth client experiences.

The role emphasizes proactive outreach, knowledge of bank products, and a commitment to regulatory compliance. A full-time schedule and benefits are provided.

Qualifications

• 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, and Excel; Copilot preferred.

Responsibilities

• Actively develop new business and deepen client relationships through outbound calls, group presentations, and promotions.
• Provide fast, easy, and personalized service, resolving issues promptly and building lasting relationships.
• Meet or exceed sales, referral, and retention goals through effective relationship management.
• Identify client financial needs and provide tailored deposit, digital banking, credit card, and lending solutions.
• Educate clients on digital banking tools and self-service channels.
• Collaborate with internal partners to identify referral opportunities and solutions.
• Open and service accounts, process transactions, and complete documentation per procedures and regulations.
• Ensure compliance with BSA, OFAC, audits, and security requirements.
• Complete required training and stay updated on products, regulations, and procedures.

Skills

Sales skills

Relationship-building

Customer service

Communication skills

Detail orientation

Microsoft Office 365

Copilot

Excel

Time management

Team collaboration

Education

High school diploma or equivalent

Associate degree or higher preferred

Tools

Copilot

Microsoft Office 365

Job description

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 payrate 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 holiday

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