Personal Banker

City National Bank and Trust; Tulsa (OK); On-site; USD 34,000 - 50,000; Full time

Job summary

City National Bank and Trust is seeking a Personal Banker in Tulsa, Oklahoma, reporting to the Retail department. The role is full-time and focused on building foundational personal banking knowledge while delivering exceptional customer service and contributing to sales goals.

During the entry level period, you will complete training, develop customer growth through daily prospecting, and support branch operations.

Qualifications

• 1 year of related experience in sales, customer service, cash handling, banking or college hours.
• Proficiency with Microsoft Office and general computer skills.
• Ability to work flexible or extended hours and maintain punctuality.
• Strong customer service focus with problem-solving skills under pressure.
• Self-motivated and goal-oriented with teamwork and sales aptitude.

Responsibilities

• Complete Personal Banker Training Checklist and learning modules.
• Develop and expand customer growth through daily prospecting and follow-up.
• Provide WOW customer experiences and follow bank policies.
• Cross-sell and market bank products and services to customers and prospects.
• Protect confidentiality and practice branch security procedures.
• Participate in daily branch operations and gain proficiency in personal banking.
• Log customer interactions and follow-ups in Synapsys with detailed notes.
• Demonstrate Integrity, Teamwork, and WOW moments for customers and colleagues.

Skills

Customer service

Sales aptitude

Problem solving

Team player

Education

High School diploma

Tools

Synapsys

Job description

City National Bank and Trust

Personal Banker

Department: Retail

Status: Full time

Equal Opportunity Employer

The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.

Responsibilities

• Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.
• Develop and expand customer growth through daily prospecting and follow-up activities.
• Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.
• Effectively cross-sell and market bank products and services to customers and prospects.
• Protect customer confidentiality and privacy while practicing branch security procedures.
• Participate in daily branch operations, gaining proficiency in various areas of personal banking.
• Actively log customer interactions and follow-ups into Synapsys with detailed notes.
• Embody CNB’s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.

Qualifications

• Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus.
• Proficiency with Microsoft products, general computer skills, and basic math skills.
• Ability to work flexible or extended hours with consistent attendance and punctuality.
• Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.
• Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.

Education And Experience

• High School diploma or equivalent
• Demonstrate alignment with City National Bank’s values and vision.

Physical Requirements

• Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear.
• Ability to lift/carry no more than 20lbs.
• Ability to stand for the majority of the assigned work schedule.
• Clear verbal communication and close vision with the ability to adjust focus.

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.

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