Personal Banker Associate - Edmond (15th & I-35)

MidFirst Bank; Edmond (OK); On-site; USD 35,000 - 60,000; Full time

Job summary

An established industry player is seeking a Personal Banker Associate to join their dynamic team in Edmond. This role combines the responsibilities of a Teller and a Personal Banker, focusing on providing exceptional customer service, processing transactions, and promoting financial products. You'll have the opportunity to build lasting relationships with customers while achieving sales goals in a supportive and engaging environment. If you're passionate about helping others and thrive in a fast-paced setting, this is the perfect opportunity for you to grow your career in banking.

Qualifications

• 1+ year sales experience in a relational selling environment.
• 6+ months cash handling experience in retail or food industry.

Responsibilities

• Provide exceptional customer service while achieving sales goals.
• Open deposit accounts and process loan applications efficiently.
• Build relationships to identify financial products for customers.

Skills

Sales Experience

Cash Handling

Customer Service

Teamwork

Microsoft Office

Bilingual (Spanish)

Education

High School Diploma

Job description

Personal Banker Associate - Edmond (15th & I-35)

Job Category: Banking

Requisition Number: OKTEM003981

Posted: February 28, 2025

Job Type: Full-Time

Location

OK-Edmond 15th & I-35
3800 E 15th St
Edmond, OK 73013, USA

The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker. The Personal Banker Associate must efficiently process a variety of customer transactions, generate business and deepen relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed.

Key Responsibilities:

• Greet customers and facilitate a welcoming and customer-focused environment.
• Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed.
• Build and maintain relationships with customers to help identify financial products and services that meet their needs.
• Promote financial products and services.
• Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers.
• Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures.
• Generate new business and expand relationships with current customers through networking and Centers of Influence.
• Respond to customer inquiries and concerns and create positive solutions.
• Support other employees as needed.

This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.

Required Skills:

• Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals.
• Minimum of 6 months cash handling and/or Point of Sale (POS) transaction experience in a retail sales or food industry environment.
• Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense.
• Ability to generate referrals including making on-site visits with local businesses.
• Ability to work effectively as a team member and with customers.
• Strong work ethic and high integrity.
• Proficient with all Microsoft applications (Word, Outlook, Excel, etc.).
• Friendly, outgoing, assertive, confident, and enthusiastic personality.

This position is required to participate in both informal and formal training (paid) and must successfully pass our certification test. Formal training consists of one full week of training/testing which is conducted within your first 3 weeks of employment and is scheduled Monday through Friday from 8:00 a.m. - 5:00 p.m.

Preferred Skills:

• Successful sales record in a retail banking environment; with knowledge of bank services and products.
• Bilingual (fluent verbal and written Spanish) skills.

Physical Requirements:

This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.

MidFirst Banking Center Hours of Operations:

• Monday - Friday from 7:15 a.m. - 6:15 p.m. and Saturday from 8:45 a.m. to 1:15 p.m. (Full-time employees are scheduled for 40 hours per week within these time frames).
• Candidates must be available to work weekend hours.

Qualifications:

Education: High School or better.

Experience: Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals and minimum of 6 months cash handling experience in a retail sales environment.

Licenses & Certifications:

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.