Personal Banker - Build Relationships & Tailored Solutions

Academy Bank; Lenexa (KS); On-site; USD 57,308,000 - 70,202,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) plan

Company paid life insurance

Disability insurance

Paid vacation, leave and holidays

Job summary

Academy Bank seeks a Personal Banker to build strong relationships with clients, promote bank products, and deliver tailored financial solutions. You will drive new business, conduct outbound calls and group presentations, and collaborate with branches to meet sales and service goals.

The role emphasizes exceptional client service, proactive outreach, and ongoing guidance on our digital tools, while ensuring accurate account openings and compliance with banking regulations.

Responsibilities

• Actively develop new business and deepen existing client relationships through enthusiastic promotion of bank products via cold calling, daily outbound calls, sales meetings, and group presentations.
• Deliver an exceptional client experience by providing fast, easy, personalized service and resolving issues promptly to build lasting relationships.
• Meet or exceed sales, referral, and client retention goals through effective relationship management and consistent execution of sales strategies.
• Identify client financial needs and provide tailored deposit, digital banking, credit card, and lending solutions, promoting a full-service banking relationship.
• Educate clients on digital banking tools and self-service channels to increase adoption and improve the client experience.
• Collaborate with internal partners to identify referral opportunities and ensure comprehensive financial solutions.
• Open and service accounts, process transactions, and complete documentation in compliance with procedures and regulations.
• Ensure compliance with regulations, policies, and security requirements; complete required training and stay updated on products and procedures.
• Other duties as assigned.

Skills

Relationship building

Cold calling

Sales

Customer service

Communication

Job description

Academy Bank seeks a Personal Banker to build strong relationships with clients, promote bank products, and deliver tailored financial solutions. You will drive new business, conduct outbound calls and group presentations, and collaborate with branches to meet sales and service goals.

The role emphasizes exceptional client service, proactive outreach, and ongoing guidance on our digital tools, while ensuring accurate account openings and compliance with banking regulations.