Personal Banker - Choctaw, OK - Job 3324

The Symicor Group; Choctaw (OK); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is looking for a Personal Banker to join their team in Choctaw, OK. This role is essential in providing top-notch customer service, managing accounts, and assisting clients with their financial needs. The ideal candidate will possess strong communication skills and a background in customer service within a banking environment. You'll be responsible for opening and closing accounts, processing transactions, and ensuring customer satisfaction through effective financial assessments. If you're passionate about helping customers achieve their financial goals and thrive in a dynamic environment, this opportunity is perfect for you.

Qualifications

• 2+ years of customer service experience in a financial institution.
• Experience with loan applications and credit bureau reports.

Responsibilities

• Manage customer accounts and process deposit transactions.
• Provide solutions for financial products and assist in loan applications.

Skills

Customer Service

Loan Sales

Communication Skills

Financial Needs Assessment

Problem Solving

Education

High School Diploma or equivalent

Job description

Personal Banker – Choctaw, OK – Job # 3324

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent.

The Position

Our community bank client is seeking to fill a Personal Banker role in the Choctaw, OK market. The successful candidate will be performing all customer service functions while maintaining positive relationships with coworkers and customers.

Personal Banker responsibilities include:

• Managing customer accounts.
• Opening, closing, and overseeing all transactions.
• Processing various deposit transactions.
• Communicating with customers and resolving basic inquiries for deposit and basic loan questions.
• Performing account maintenance for customers who are interested in other banking products.
• Ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services.
• Accepting and inputting loan applications to assist customers in completing the loan process and helping to obtain the required documentation.
• Processing additional functions including detailed reporting as assigned.
• Providing solutions to customers regarding financial products and services.
• Developing and maintaining a working knowledge of all Banks’ products and services.
• Escalating issues to supervisor when necessary.
• Assisting management in training and mentoring less experienced personal financial officers.
• Performing other duties as assigned.

Who Are You?

You also bring the following skills and experience:

• High School Diploma or equivalent.
• Two years of experience in customer service or comparable positions.
• Experience in loan sales, application generation, and loan closing experience at a financial institution.
• Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents.
• Successful ability to sell ancillary insurance products.
• Strong written and oral communication skills; must be able to convey complex concepts in a clear and concise manner.

The next step is yours. Email us your current resume along with the position you are considering to: [e-mail]