Personal Banker: Build Relationships & Guide Finances

RadNet, Inc.; Queen Creek (AZ); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical

Vision

401(k) plan

Short and Long-term disability

Company paid vacation, paid leave and

Job summary

Academy Bank is seeking a Personal Banker to build professional relationships, understand clients' financial needs, and deliver banking products and services. The role emphasizes accurate account openings, high-quality client experience, and proactive referrals to other banking lines.

Responsibilities include promoting products, achieving sales goals, and delivering digital banking education to clients while maintaining regulatory compliance and safeguarding client information.

Qualifications

• Strong written and verbal communication skills.
• Strong attention to detail and ability to complete work accurately.
• Ability to organize work.
• Strong sales skills.
• Basic math skills including cash handling.
• Proficient in Microsoft Office and basic office equipment.
• Ability to be NMLS licensed and registered.

Responsibilities

• Provides fast, easy, and personal service consistent with company standards.
• Promotes banking products to clients and prospects and supports sales goals.
• Opens checking and savings accounts and processes transactions.
• Educates clients on digital banking platforms and self-service channels.
• Refer products to other bank lines and coordinate with business partners.
• Maintain regulatory compliance and protect client information.

Skills

Communication

Attention to detail

Organization

Sales skills

Math skills

Office skills

NMLS license

Education

High school diploma or equivalent

Associate degree preferred

Job description

Academy Bank is seeking a Personal Banker to build professional relationships, understand clients' financial needs, and deliver banking products and services. The role emphasizes accurate account openings, high-quality client experience, and proactive referrals to other banking lines.

Responsibilities include promoting products, achieving sales goals, and delivering digital banking education to clients while maintaining regulatory compliance and safeguarding client information.