Personal Banker II

Cadence Bank; The Woodlands (TX); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated Personal Banker to provide exceptional service while fostering strong customer relationships. In this on-site role, you will process banking transactions, open accounts, and educate clients on financial products and services. Your ability to identify customer needs and recommend appropriate solutions will be key to your success. With a focus on sales and service, you will thrive in a collaborative environment that values teamwork and community engagement. If you are passionate about banking and eager to make a positive impact, this opportunity is perfect for you.

Qualifications

• Basic knowledge of sales and service techniques in a goal-oriented environment preferred.
• Excellent communication skills to solve problems and nurture client relationships.

Responsibilities

• Support transactional needs and identify opportunities to deepen customer relationships.
• Open and process moderate to complex deposit accounts for consumers and small businesses.
• Educate customers on online and mobile banking, interactive tellers, and ATMs.

Skills

Sales Techniques

Customer Service

Communication Skills

Education

High School Diploma

College Coursework

Job description

Description

What The Role Is

As a Personal Banker, you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and understanding their needs. You will identify and offer appropriate personal and business financial products, educate customers on transaction channels, and assist clients with various banking needs. This position is on-site.

How You Will Make An Impact

• Support transactional needs and identify opportunities to deepen customer relationships.
• Open and process moderate to complex deposit accounts for consumers and small businesses, offering solutions for managing cash flow.
• Work collaboratively with teammates and customers.
• Limited origination of simple consumer lending products such as personal loans and credit cards.
• Educate customers on online and mobile banking, interactive tellers, and ATMs for convenience.
• Meet or exceed sales and referral objectives.
• Handle cash and maintain proper balancing procedures.
• Stay informed about products, fees, policies, and current offers to assist customers effectively.
• Explore customer needs and recommend bank services, referring them within or outside the branch as appropriate.
• Ensure compliance with all relevant banking regulations and stay current on regulatory changes.
• Participate in community and financial literacy initiatives to create a positive community impact.

Who You Are

• Basic knowledge of sales and service techniques in a goal-oriented environment preferred.
• Excellent communication skills to solve problems and nurture client relationships.

Education

• High school diploma required; college coursework preferred.

Experience

• Previous banking or sales experience in related industries preferred.
• 2+ years of cash handling experience preferred.

Characteristics

• Reliable attendance.
• Team player.

This position does NOT require S.A.F.E. registration at the time of employment.

We encourage applications from individuals with diverse backgrounds and transferable skills. A passion for the role and a willingness to learn are valued. We are committed to creating a diverse workforce to foster problem-solving and creative thinking.

The statements above describe the general nature of the work. Responsibilities may be amended to meet organizational needs. Cadence Management is an equal opportunity employer and considers all qualified applicants without regard to race, religion, color, national origin, sex, age, veteran status, disability, or other protected characteristics.