Personal Banker II | Woodway, TX, USA

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

Job summary

A leading bank in Texas is seeking a Personal Banker to provide exceptional service and develop deep customer relationships. The role involves processing transactions, recommending financial products, and educating clients on banking channels. Ideal candidates will have strong communication skills and experience in banking or sales. Join a collaborative team and make a positive impact in the community while achieving personal sales goals.

Qualifications

• 1+ years cash handling experience preferred; 2+ years for level II.
• Experience in banking, sales, or related industries.

Responsibilities

• Process banking transactions and deepen customer relationships.
• Open and process consumer and small business deposit accounts.
• Assist with consumer lending products like personal loans.

Skills

Communication

Problem Solving

Relationship Nurturing

Education

High school diploma

College coursework

Job description

What The Role Is

As a Personal Banker, you will provide exceptional service by processing routine banking transactions, developing deep customer relationships, and understanding their needs. You will identify and recommend suitable personal and business financial products, educate customers on alternative transaction channels, and assist clients with a variety of needs within a universal banking model.

How You will Make an Impact

• Support banking transactions and identify opportunities to deepen customer relationships.
• Open and process consumer and small business deposit accounts, offering solutions for cash flow management.
• Work collaboratively in a team environment, engaging with teammates and customers frequently.
• Assist with simple consumer lending products such as personal loans and credit cards.
• Educate customers on bank channels like online and mobile banking, interactive tellers, and ATMs.
• Achieve individual sales and referral goals as per the scorecard.
• Handle cash and follow proper balancing procedures.
• Maintain knowledge of products, fees, policies, and current offers to assist customers effectively.
• Explore customer needs and recommend bank services, referring customers within or outside the branch as appropriate.
• Ensure compliance with all relevant bank regulations and stay updated on regulation changes.
• Participate in community activities and financial literacy initiatives to positively impact the community.

Who You Are

• High school diploma required; college coursework preferred.
• Experience in banking, sales, or related industries.
• 1+ years cash handling experience preferred; 2+ years for level II.
• Basic knowledge of sales and service techniques in goal-oriented environments.
• Excellent communication skills, problem-solving abilities, and relationship nurturing skills, even in challenging situations.
• No S.A.F.E. registration required at employment.
• Reliable attendance and cooperative team work.

Cadence Bank

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer complies with federal employment laws and provides rights information via the Department of Labor's "Know Your Rights" notice.

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