Personal Banker II

Cadence Bank; Salado (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading bank is seeking a Personal Banker II to support banking transactions and build strong customer relationships. The role involves opening accounts, educating clients on banking channels, and ensuring compliance with regulations. Ideal candidates will have strong communication skills and previous banking experience.

Qualifications

• Previous banking or sales experience preferred.
• Cash handling experience in banking or retail preferred.

Responsibilities

• Support banking transactions and deepen customer relationships.
• Open and process deposit accounts, providing cash flow solutions.
• Educate customers on online and mobile banking.

Skills

Communication

Problem Solving

Bilingual

Education

High school diploma

College coursework

Job description

Join to apply for the Personal Banker II role at Cadence Bank.

Support the transactional needs of the banking center and other lines of business, while developing deep customer relationships and understanding their needs.

Key Responsibilities:

• Support banking transactions and identify opportunities to deepen customer relationships.
• Open and process deposit accounts, providing solutions for managing cash flow.
• Educate customers on bank channels like online and mobile banking.
• Meet or exceed sales and referral objectives.
• Handle cash and ensure proper balancing procedures.
• Stay informed on products, fees, policies, and current offers.
• Explore customer needs and refer to appropriate bank services or departments.
• Ensure compliance with all banking regulations.
• Participate in community activities and financial literacy initiatives.

Qualifications:

• High school diploma required; college coursework preferred.
• Previous banking or sales experience preferred.
• Bilingual skills preferred.
• Cash handling experience in banking or retail preferred.
• Excellent communication and problem-solving skills.
• Regular attendance and team cooperation required.