Personal Banker Crossroads

Academy Bank; Kansas City (MO); Vor Ort; USD 28.000 - 37.000; Vollzeit

Benefits dieser Stelle

Medical

Dental

Vision

401(k) plan

Company paid life insurance

Short and Long-term disability

Company paid vacation and holidays

Zusammenfassung

Academy Bank is seeking a proactive Personal Banker to develop relationships with clients and promote appropriate banking solutions. You will handle outbound calls, group presentations, and in-branch activities to grow deposits and loans while delivering outstanding service.

The role emphasizes compliance, product knowledge, and collaboration with branch teammates to meet individual and branch targets, with a comprehensive benefits package and competitive pay.

Aufgaben

• Develop new business and deepen client relationships through outbound calls, sales meetings, and group presentations of banking products.
• Deliver an exceptional client experience with fast, personalized service and issue resolution.
• Meet or exceed sales, referral, and client retention goals through relationship management.
• Identify client needs and provide deposit, digital banking, credit card, and lending solutions.
• Educate clients on digital tools and self-service channels.
• Collaborate with internal partners to identify referral opportunities and holistic solutions.
• Open and service accounts, process transactions, and complete required documentation.
• Ensure compliance with regulations, policies, and procedures.
• Complete required training and maintain current product knowledge.
• Perform other duties as assigned.

Kenntnisse

Relationship building

Sales

Customer service

Outbound calling

Jobbeschreibung

Summary

Personal Bankers are relationship-driven professionals who are passionate about helping clients achieve financial well-being and confidence in their financial future. They build and deepen relationships with existing and prospective clients by understanding their unique financial goals, recommending tailored banking solutions, and ensuring a seamless and accurate account opening experience. Successful Personal Bankers deliver exceptional client service through meaningful conversations, proactive outreach, and knowledgeable guidance on the Bank’s products and services. Working collaboratively with branch team members, Personal Bankers contribute to individual, branch, and organizational goals while fostering long-term client loyalty and financial growth.

Responsibilities

• Actively develop new business and deepen existing client relationships through enthusiastic, ethical promotion of bank products through cold calling, daily outbound calls and sales meetings, and group presentations of appropriate consumer and small business banking products and services.
• Deliver an exceptional client experience by providing fast, easy, and personalized service, resolving issues promptly, building lasting relationships, and taking ownership of client needs through successful resolution.
• Meet or exceed established sales, referral, and client retention goals through effective relationship management and consistent execution of sales strategies.
• Identify client financial needs and provide tailored solutions, including deposit accounts, digital banking services, credit cards, and lending products, while promoting a full-service banking relationship.
• Educate clients on digital banking tools and self-service channels, increasing adoption and enhancing the overall client experience.
• Collaborate with internal business partners to identify referral opportunities and ensure clients receive comprehensive financial solutions.
• Accurately open and service accounts, process transactions, and complete all required documentation in accordance with established procedures and regulatory requirements.
• Ensure compliance with all applicable regulations, bank policies, and procedures, including BSA, OFAC, audit, and security requirements.
• Complete required training in a timely manner and maintain current knowledge of bank products, services, regulatory requirements, and company policies and procedures.
• Other specified duties as assigned.

Compensation & Benefits

The Personal Banker position pay rate is $20.00 to $26.50 per hour depending on experience . This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.

Full‐time Associates Are Eligible For Our Benefits Package

• Medical
• Dental
• Vision
• 401(k) plan
• Company paid life insurance
• Short and Long-term disability insurance
• Company paid vacation, paid leave and holidays

This position will remain open until a qualified applicant is hired.