Personal Banker I

Great Southern Bank; Spring Hill (KS); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Incentive compensation

Job summary

Great Southern Bank in Kansas is seeking a Banking Center Associate to drive sales, deliver outstanding customer service, and build lasting relationships with customers. You will open new accounts, process loan requests, and ensure compliance with banking regulations while using CRM tools to profile customers and identify needs.

This role offers daily branch interactions and growth opportunities in a diverse, inclusive workplace.

Qualifications

• High school diploma or GED required.
• 1–2 years of related sales/customer service experience preferred.
• Strong communication and relationship-building skills.
• Ability to use CRM systems and financial software with accuracy.
• Proficient with desktop/laptop computers and basic software.
• Familiarity with data entry and Excel basics.

Responsibilities

• Implements and administers procedures to attain established performance goals set forth by Management.
• Develops customer relationships by identifying needs and making appropriate recommendations for products and/or services.
• Provides professional, courteous service to all customers including opening new accounts and processing loan requests.
• Maintains a strong working knowledge of and ensures full compliance with all applicable banking regulations; maintains confidentiality of customer information.
• Reads, writes, and communicates clearly via in person, phone, email, letters, etc.; adheres to all company policies and banking rules.
• Perform additional related duties as assigned.

Skills

Customer service

Sales

CRM

Communication

Data entry

PowerPoint

Communication skills

Education

High school diploma or GED

1–2 years of related experience

Banking experience preferred

Tools

CRM software

PowerPoint

Excel

Word processing

Job description

Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and value differences in age, outlook, cultural background, lifestyle and physical ability. We offer career opportunities and advancement across a wide range of disciplines. Ranked top ten in Forbes Best Bank four years in a row. Come join our team of customer service experts today!

General Description

Responsible for attaining sales goals, providing customer support and service, and developing customer relationships. Meet or exceed all production goals, Banking Center Associate Standards, and regulatory requirements.

Essential Duties and Responsibilities

1. Implements and administers procedures to attain established performance goals set forth by Management. Meets or exceeds all production goals. This duty is performed about 35% of the time.
2. Develops customer relationships by identifying needs and making appropriate recommendations for products and/or services. Expands existing relationships and attracts new business by seeking referrals from all customers and soliciting products and services by phone. Consistently and accurately uses CRM program in various capacities, including customer profiling. This duty is performed about 25% of the time.
3. Provides professional, courteous service to all customers including opening new accounts and processing loan requests. Meets or exceeds Secret Shop score expectations. This duty is performed about 20% of the time.
4. Maintains a strong working knowledge of and ensures full compliance with all applicable banking regulations. Maintains confidentiality of customer account information, security alarm codes and general codes used within the facility. Ensures effective implementation of bank security policies and procedures, and attends annual BSA and Security training. Performs new account opening with minimal errors. This duty is performed about 20% of the time.
5. Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
6. Performs any other related duties as required or assigned.

Education and Experience Requirements

• High school diploma or GED
• 1 to 2 years of related experience and/or training
• At least one year of sales/customer service experience preferred
• Prior banking experience is preferred
• Regular use of desktop/laptop computer, basic operating systems, and specialized software systems.
• Basic experience with alphanumeric data entry, PowerPoint, Excel, and word processing
• Ability to add, subtract, multiply and divide

License, Certification, and Registration Requirements

• A valid motor vehicle operator's license and/or ability to travel to training sites and other banking center locations is required.
• Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire.
• State Life Insurance License or ability to pass Life License Exam preferred.
• Notary license preferred.

Physical Requirements

• Semi-repetitive and low physical activities.
• Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
• While performing the functions of this job, the employee is frequently required to talk or hear; regularly required to sit, use hands to handle or feel, reach with hands and arms; and occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl.
• Occasionally required to lift and/or move up to 50 pounds.

This position is eligible for additional incentive compensation, awarded based on achievement of established goals.

At Great Southern Bank, we are willing to accommodate for those with reasonable requests. If you need assistance at any point during the application process (completing applications, interview prep, etc...), please contact Human Resources at 417-895-4509.

Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, sex, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation, pregnancy, or any other basis prohibited by law.

Monday - Friday; 8:00 AM - 5:00 PM. Saturday; 9:00 AM - 12:00 PM

Total Hours: 40

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