PERSONAL BANKER II

Great Plains Bank; Fort Worth (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Team Incentive Plan (TIP)

Job summary

Great Plains Bank in Fort Worth, TX seeks a Personal Banker who enjoys helping customers, building relationships, and delivering outstanding service. You will acquire, manage, and retain client relationships, offer thoughtful financial solutions, and support the branch's goals while advancing your career through training opportunities.

As a Personal Banker, you will work with Specialists to connect customers to experts for specialized financial needs and help them open and manage accounts to

Qualifications

• Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales.
• Proven ability to establish new clients and deepen customer relationships.
• Strong numerical and problem-solving skills.

Responsibilities

• Delivers a superior customer experience by acting with a customer-first attitude.
• Manages assigned customers, builds lasting relationships, tailors product and service recommendations.
• Opens checking, savings, CDs, safe deposit boxes and all account types and maintains customer files.
• Balances cash, processes wire transfers, and supports branch operations.

Skills

Customer service

Relationship building

Sales

Financial knowledge

Education

Associates degree

Tools

Microsoft Office

Microsoft Internet Explorer

Job description

Job Details

Job Location: Ft. Worth Branch - Fort Worth, TX 76244

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 include the following: (Other duties may be assigned)

• 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 and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. 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.