Personal Banker II

Linscomb & Williams Inc.; Temple (TX); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking company as a Personal Banker, where you will deliver exceptional service while building meaningful relationships with customers. This role involves processing transactions, opening deposit accounts, and providing financial solutions tailored to client needs. You will also educate clients on various banking channels, ensuring compliance with regulations while meeting sales objectives. If you thrive in a team-oriented environment and are passionate about helping others manage their finances, this opportunity is perfect for you. Your contributions will play a vital role in enhancing customer satisfaction and fostering community engagement.

Qualifications

• 1+ years of cash handling experience preferred.
• Previous banking or sales experience in related fields.

Responsibilities

• Support transactional needs and deepen customer relationships.
• Open and process consumer and small business deposit accounts.
• Educate customers on bank channels including online and mobile banking.

Skills

Customer Relationship Management

Cash Handling

Sales Techniques

Communication Skills

Education

High School Diploma

College Coursework

Job description

As a Personal Banker, you will provide best-in-class service by processing routine banking transactions while developing deep customer relationships and understanding their needs. You will identify and offer appropriate personal and business financial products and educate customers on alternative transaction channels. Personal Banker II team members will assist clients with a variety of needs within a universal banking model.

How You Will Make an Impact

• Support transactional needs and identify opportunities to deepen customer relationships.
• Open and process moderate to complex consumer and small business deposit accounts, providing solutions for managing cash flow.
• Work in a team environment with frequent interactions with teammates and customers.
• Assist with simple consumer lending products such as personal loans and credit cards.
• Educate customers on bank channels including online and mobile banking, interactive video tellers, and ATMs.
• Meet or exceed individual sales and referral objectives, measured by a scorecard.
• Handle cash and adhere to balancing procedures.
• Maintain knowledge of products, fees, policies, and current offers to assist customers effectively.
• Explore financial needs and refer customers to appropriate bank services or departments.
• Ensure compliance with all banking regulations and stay current on regulatory changes.
• Participate in CRA activities and financial literacy initiatives to positively impact the community.

Who You Are

• High school diploma required; college coursework preferred.
• Previous banking or sales experience in related fields.
• 1+ years of cash handling experience preferred (2+ years for level II).
• Basic knowledge of sales and service techniques in a goal-oriented environment.
• Excellent communication skills and ability to resolve problems and nurture client relationships.
• This position does not require S.A.F.E. registration at employment.
• Reliable attendance and teamwork skills.

Cadence Bank

Qualifications

Behaviors

Required

Dedicated

Devoted to tasks with loyalty and integrity.

Motivations

Required

Self-Starter

Motivated to perform independently.

Experience

Required

1-2 years of cash handling experience in banking or retail preferred.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Applicants will be notified of their rights under federal employment laws. For more information, review the Know Your Rights notice from the Department of Labor.