Personal Banker Assistant

Great Southern Bank; Springfield (MO, IL); On-site; USD 30,000 - 40,000; Full time

Job summary

Join a leading bank as a Banking Center Associate, where you'll facilitate customer service, develop relationships, and meet production goals. This role requires strong communication skills and a commitment to customer satisfaction. Enjoy a supportive environment that values diversity and offers opportunities for advancement.

Benefits

Incentive compensation based on goals

Qualifications

• 6 to 12 months of related experience and/or training.
• Prior banking experience is preferred.

Responsibilities

• Facilitates sales and service needs of bank customers.
• Develops customer relationships and makes referrals.
• Performs Personal Banker functions.

Skills

Customer Service

Communication

Education

High school diploma or GED

Tools

Excel

PowerPoint

Job description

Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and value differences in age, outlook, cultural background, lifestyle and physical ability. We offer career opportunities and advancement across a wide range of disciplines. Ranked top ten in Forbes Best Bank four years in a row. Come join our team of customer service experts today!

General Description

Responsible for facilitating the sales and service needs of bank customers by assessing customer's interest in bank services and products by making referrals to appropriate area. Provides customer support and service, and develops customer relationships. Meet or exceed all production goals, Banking Center Associate Standards, and regulatory requirements.

Essential Duties and Responsibilities

1. Accountable for representing the bank in a courteous and professional manner; knowledgeable of 5 Winning Ways of Customer Service and implements on a daily basis. Directs and greets customers accordingly, both in person and via telephone. Meets or exceeds Secret Shop score expectations. This duty is performed about 25% of the time.
2. Develops customer relationships by identifying needs and making appropriate recommendations for products and/or services. Seeks referrals from all customers by expanding existing relationships. Refers customer to appropriate individual and/or department. Meets or exceeds referral goals. Consistently and accurately uses CRM program in various capacities, including customer profiling. This duty is performed about 25% of the time.
3. Performs Personal Banker functions including the opening of accounts; cashing Certificates of Deposit and various other routine transactions. Assists customer with Safe Deposit Box entry ensuring proper identification in accordance with established guidelines. This duty is performed about 20% of the time.
4. Assists the assigned manager with the preparation of various reports, compiling requested documentation, assist with meeting and exceeding production goals, and working with existing banking center staff on cross sales and referrals. This duty is performed about 15% of the time.
5. Maintains a strong working knowledge of and ensures full compliance with all applicable banking regulations. Maintains confidentiality of customer account information, security alarm codes and general codes used within the facility. Ensures effective implementation of bank security policies and procedures, and attends annual BSA and Security training. Performs new account opening with minimal errors. This duty is performed about 15% of the time.
6. Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
7. Performs any other related duties as required or assigned.

Education and Experience Requirements

• High school diploma or GED
• 6 to 12 months of related experience and/or training
• Prior banking experience is preferred
• Regular use of desktop/laptop computer, basic operating systems, and specialized software systems.
• Basic experience with alphanumeric data entry, PowerPoint, Excel, and word processing
• Ability to add, subtract, multiply and divide

License, Certification, and Registration Requirements

• A valid motor vehicle operator's license and/or ability to travel to training sites and other banking center locations is required.
• Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire.
• Notary license preferred.

Physical Requirements

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

• Semi-repetitive and low physical activities.
• Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
• While performing the functions of this job, the employee is frequently required to talk or hear; regularly required to sit, use hands to handle or feel, reach with hands and arms; and occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl.
• Occasionally required to lift and/or move up to 50 pounds.

This position is eligible for additional incentive compensation, awarded based on achievement of established goals.

At Great Southern Bank, we are willing to accommodate for those with reasonable requests. If you need assistance at any point during the application process (completing applications, interview prep, etc...), please contact Human Resources at 417-895-4509.

Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, sex, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation, pregnancy, or any other basis prohibited by law.

Monday - Friday 8:00 AM - 5:00 PM; Rotating Saturday 9:00 AM - 12:00 PM

Total Hours: 40

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