Personal Banker – Job # 3324

BritePros Medical Staffing; Choctaw (OK); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading financial services firm is seeking a Personal Banker for the Choctaw area. The ideal candidate will manage customer accounts, process transactions, and assist clients with loans and financial products. This position offers the opportunity to grow professionally while maintaining positive client relationships in a supportive banking environment.

Qualifications

• Two years of customer service experience or comparable roles.
• Experience in loan sales and processing at a financial institution.
• Strong communication skills to convey complex concepts.

Responsibilities

• Manage customer accounts and maintain relationships.
• Process loan applications and provide financial solutions.
• Conduct financial needs assessments to offer appropriate products.

Skills

Customer Service

Sales

Communication

Financial Assessment

Education

High School Diploma or equivalent

Job description

Personal Banker – Choctaw, OK – Job # 3324

Who We Are:

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our community bank client is seeking to fill a Personal Banker role in the Choctaw, OK market. The successful candidate will be performing all customer service functions while maintaining positive relationships with coworkers and customers.

Personal Banker responsibilities include:

• Managing customer accounts.
• Opening, closing, and overseeing all transactions.
• Processing various deposit transactions.
• Communicating with customers and resolving basic inquiries for deposit and basic loan questions.
• Performing account maintenance for customers who are interested in other banking products.
• Ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services.
• Accepting and inputting loan applications to assist customers in completing the loan process and helping to obtain the required documentation.
• Processing additional functions including detailed reporting as assigned.
• Providing solutions to customers regarding financial products and services.
• Developing and maintaining a working knowledge of all Banks’ products and services.
• Escalating issues to supervisor when necessary.
• Assisting management in training and mentoring less experienced personal financial officers.
• Performing other duties as assigned.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

• High School Diploma or equivalent.
• Two years of experience in customer service or comparable positions.
• Experience in loan sales, application generation, and loan closing experience at a financial institution.
• Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents.
• Successful ability to sell ancillary insurance products.
• Ability to build positive relationships within the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel.
• Strong written and oral communication skills; must be able to convey complex concepts in a clear and concise manner.

The next step is yours. Email us your current resume along with the position you are considering to:

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