Personal Banker Associate - Katy

MidFirst Business Credit, Inc.; Katy (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

MidFirst Business Credit, Inc. seeks a Personal Banker Associate to blend teller functions with the personal banking role.

You will process customer transactions, promote products, and deepen relationships with existing customers while delivering high-quality service and achieving sales goals. Responsibilities include greeting customers, opening deposit accounts, taking loan applications, and supporting banking center staff.

Qualifications

• Minimum of one year successful sales experience in an incentive-driven or relational selling environment.
• Minimum 6 months of cash handling, processing payments, or POS experience in a retail or banking setting.
• Must be able to generate referrals and visit local businesses.
• Able to work effectively as part of a team and with customers.
• Strong work ethic and high integrity.
• Proficient with Microsoft Word, Outlook, Excel, etc.
• Notary required or willing to become one at the Bank's expense.

Responsibilities

• Greet customers and create a welcoming environment.
• Provide extraordinary customer service while achieving goals and supporting staff.
• Build and maintain relationships to identify suitable financial products and services.
• Promote and cross-sell banking products and services.
• Open deposit accounts and process loan applications; handle consumer loan/credit requests.
• Process transactions accurately in a fast-paced setting and maintain cash drawer controls.
• Generate new business and expand relationships through networking.
• Respond to inquiries and resolve issues; provide positive solutions.
• Support other employees as needed.

Skills

Sales experience

Cash handling

Referral generation

Teamwork

Integrity

MS Office

Spanish (preferred)

Tools

POS systems

Job description

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

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 6 months of cash handling, processing of transactional payments, and/or point of sale experience in a retail sales or service environment and/or previous banking experience
• 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
• Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank's expense

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.

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.