Personal Banker - Edmond (15th & I-35)

MidFirst Bank; Edmond (OK); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Personal Banker to enhance customer relationships and promote financial products. In this dynamic role, you'll provide exceptional service, achieve sales goals, and support your banking center team. You'll engage with customers, facilitate transactions, and help identify financial solutions tailored to their needs. This position is perfect for someone with a strong sales background and a passion for customer service, offering a collaborative environment where your contributions will be valued. If you're ready to make a difference in the banking sector, this opportunity is for you!

Qualifications

• 1+ years of successful sales experience in an incentive-driven environment.
• 6+ months of cash handling experience in retail or food industry.

Responsibilities

• Generate business and deepen relationships with customers.
• Provide high-quality customer service while achieving sales goals.
• Open deposit accounts and process loan applications.

Skills

Sales Experience

Cash Handling

Microsoft Applications

Customer Service

Bilingual (Spanish)

Job description

Description

The Personal Banker is responsible for generating business and deepening 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:

1. Greet customers and facilitate a welcoming and customer-focused environment
2. Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
3. Build and maintain relationships with customers to help identify financial products and services that meet their needs
4. Promote financial products and services
5. Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
6. Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
7. Generate new business and expand relationships with current customers through networking and Centers of Influence
8. Respond to customer inquiries and concerns and create positive solutions
9. Support other employees as needed

This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.

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 of 6 months cash handling and/or Point of Sale (POS) transaction experience in a retail sales or food industry environment
• Must have a current Notary or be willing to become one (pursue application, bond, and notary seal) at the Bank's expense
• 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

This position requires participation in both informal and formal paid training, and passing our Teller Certification test to operate a Teller drawer. Formal training includes one full week of training/testing within the first 3 weeks of employment, scheduled Monday through Wednesday from 8:00 a.m. to 5:00 p.m.

Preferred Skills:

• Successful sales record in a retail banking environment; knowledge of bank services and products
• Bilingual (fluent verbal and written Spanish) skills

Physical Requirements:

This position involves long periods of standing or sitting, typing, and repetitive motions. Candidates must be able to lift and carry cash drawers, coin bags, and boxes weighing up to 25 pounds.

Banking Center Hours of Operation:

• Monday - Thursday from 7:15 a.m. to 5:00 p.m., Friday 8:00 a.m. to 6:00 p.m., Saturday from 8:00 a.m. to 1:00 p.m. (Full-time employees scheduled for 40 hours/week within these times)
• Weekend availability required