Personal Banker Associate - Edmond (Danforth & Bryant)

MidFirst Business Credit, Inc.; Edmond (OK); On-site; USD 35,000 - 55,000; 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 Personal Banker, focusing on providing exceptional customer service while promoting financial products. You'll engage with customers to build lasting relationships, process transactions accurately, and achieve sales goals in a fast-paced environment. If you're enthusiastic, customer-focused, and eager to grow in the banking industry, this opportunity is perfect for you. Join a supportive team and take your career to the next level in a rewarding and engaging workplace.

Qualifications

• 1+ year of successful sales experience in a relational selling environment.
• 6+ months of cash handling experience in a retail sales environment.

Responsibilities

• Provide high-quality customer service while achieving sales goals.
• Open deposit accounts and process loan applications efficiently.
• Build and maintain relationships with customers to identify their needs.

Skills

Sales Experience

Cash Handling

Customer Service

Microsoft Applications

Bilingual (Spanish)

Education

High School Diploma

Job description

Personal Banker Associate - Edmond (Danforth & Bryant)

Job Category: Banking

Requisition Number: OKTEM004149

Apply now

• Posted : May 8, 2025
• Full-Time

Locations

Showing 1 location

OK-Edmond East
1601 E Danforth
Edmond, OK 73034, USA

OK-Edmond East
1601 E Danforth
Edmond, OK 73034, 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.

Duties will include, but are not limited to, the following:

• 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 - Fridayfrom 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

Skills

Behaviors

:

Motivations

:

Education

Required

High School or better.

Experience

Required

1 year:

1 year:

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 experience in a retail sales environment

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.