Personal Banker

Academy Bank; Scottsdale (AZ); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) plan

Life insurance

Disability insurance

Paid vacation and leave

Job summary

Academy Bank is seeking a dedicated Personal Banker to foster client relationships and provide tailored banking solutions. This role focuses on helping clients achieve financial well-being through effective communication and exceptional service.

The ideal candidate will actively develop new business and maintain existing client relationships while promoting a range of banking products. Responsibilities include personalized service delivery, regulatory compliance, and collaboration with team

Qualifications

• Relationship-driven professional passionate about financial well-being.
• Experience in client service, sales, and banking products.
• Knowledge of regulatory requirements and bank policies.

Responsibilities

• Develop new business and deepen client relationships.
• Deliver exceptional client experience through personalized service.
• Meet or exceed sales, referral, and client retention goals.
• Provide tailored financial solutions based on client needs.
• Educate clients on digital banking tools and self-service channels.
• Collaborate with internal partners for comprehensive solutions.
• Open and service accounts in compliance with regulations.
• Complete training and maintain knowledge of bank products.

Skills

Sales strategies

Client relationship management

Financial products knowledge

Digital banking tools

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.

Compensation & Benefits

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

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