PERSONAL BANKER I

Great Plains Bank; Tuttle (OK); On-site; USD 36,000 - 48,000; Full time

Job summary

Great Plains Bank is seeking a Personal Banker at the Tuttle branch to build lasting relationships with customers, provide financial guidance, and deliver exceptional service.

You will partner with specialists to address client needs, manage accounts, and contribute to branch growth through proactive engagement and product recommendations.

Qualifications

• Associates degree from a two-year college or university, or 3–5 years of experience in Retail banking sales or related field.
• Ability to solve practical problems and interpret instructions.
• Strong reading, writing, and math skills; proficient with MS Office.

Responsibilities

• Delivers a superior customer experience with a customer-first attitude.
• Manages assigned customers, builds relationships, and tailors financial recommendations.
• Coordinates with Specialists to connect customers with experts for specialized needs.
• Opens and maintains accounts and handles transactions accurately.

Skills

Retail banking sales

Financial services sales

Consultative relationship sales

Customer service

Education

Associates degree or equivalent

Job description

Job Details

Job Location: Tuttle Branch - Tuttle, OK 73089, Floating position among several markets to include: The OKC Metro Area. Applicant could potentially consider any of these markets to be a office location and willing to travel to other markets in need.

Summary

As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP).

As a Personal Banker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.

Essential Duties and Responsibilities

• Delivers a superior customer experience by acting with a customer-first attitude.
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations.
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships.
• Influences, educates, and connects customers to Great Plains technology.
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach.
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together.
• Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs.
• Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files.
• Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements.
• Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts.
• Places holds on accounts for uncollected funds.
• Orders daily supply of cash and counts incoming cash.
• Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports.
• Processes incoming and outgoing collection items.
• Processes branch daily insufficient checks online.
• Orders customer checks and pays invoices.
• Performs customer wire transfer services.
• Processes forms received in person or by mail. Files forms.
• Ability to effectively contribute to a positive team environment and work towards achieving goals.
• Other duties can be as assigned.

Qualifications: Supervisory Responsibilities

This job has no direct supervisory responsibilities at this time, although future opportunities are possible.

Education and/or Experience

Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales, financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results.

Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Skills

Ability to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software.

Physical Demands

This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors.

All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran and basis of disability or any other federal, state or location protected class.