Relationship Banking Specialist

Academy Bank, N.A.; Kansas City (MO); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical

Vision

401(k) plan

Disability insurance

Vacation and holidays

Job summary

Academy Bank, N.A. is seeking a Personal Banker in the Kansas City area who builds client relationships, promotes banking products, and delivers tailored financial solutions with outstanding service.

You will engage with clients via calls and meetings, open accounts, advise on digital banking, and collaborate with partners to meet growth goals. A high school diploma and banking experience are preferred.

Qualifications

• Proven sales and relationship-building skills with the ability to identify needs and recommend appropriate financial solutions.
• Strong client service and communication skills with a focus on delivering exceptional client experience.
• Ability to achieve sales, referral, and retention goals in a results-driven environment.
• Strong attention to detail and commitment to accuracy.
• Effective organizational, problem-solving, and time management skills.
• Proficiency with banking systems, digital banking platforms, Microsoft Office 365 including Copilot and Excel preferred.
• Ability to work collaboratively while maintaining accountability for individual performance goals with strong self-driven work ethic.

Responsibilities

• Actively develop new business and deepen existing client relationships through enthusiastic, ethical promotion of bank products through cold calling, daily outbound calls and sales meetings, and group presentations of appropriate consumer and small business banking products and services.
• Deliver an exceptional client experience by providing fast, easy, and personalized service, resolving issues promptly, building lasting relationships, and taking ownership of client needs through successful resolution.
• Meet or exceed established sales, referral, and client retention goals through effective relationship management and consistent execution of sales strategies.
• Identify client financial needs and provide tailored solutions, including deposit accounts, digital banking services, credit cards, and lending products, while promoting a full-service banking relationship.
• Educate clients on digital banking tools and self-service channels, increasing adoption and enhancing the overall client experience.
• Collaborate with internal business partners to identify referral opportunities and ensure clients receive comprehensive financial solutions.
• Accurately open and service accounts, process transactions, and complete all required documentation in accordance with established procedures and regulatory requirements.
• Ensure compliance with all applicable regulations, bank policies, and procedures, including BSA, OFAC, audit, and security requirements.
• Complete required training in a timely manner and maintain current knowledge of bank products, services, regulatory requirements, and company policies and procedures.
• Other specified duties as assigned.

Skills

Sales skills

Relationship building

Client service

Communication skills

Attention to detail

Time management

Banking systems

Software proficiency

Education

High school diploma / GED / equivalent

Associate’s degree or higher preferred

Tools

Microsoft Office 365

Copilot

Excel

Job description

Academy Bank, N.A. is seeking a Personal Banker in the Kansas City area who builds client relationships, promotes banking products, and delivers tailored financial solutions with outstanding service.

You will engage with clients via calls and meetings, open accounts, advise on digital banking, and collaborate with partners to meet growth goals. A high school diploma and banking experience are preferred.