Relationship-Driven Banking Advisor

Academy Bank; Overland Park (KS); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical

Vision

401(k) plan

Disability insurance

Paid vacation and holidays

Job summary

Academy Bank is seeking a results-oriented Personal Banker in Overland Park, KS. You will build and deepen client relationships, promote tailored banking solutions, and ensure a smooth account-opening experience.

The role emphasizes proactive outreach, exceptional service, and collaboration with branch teams to drive growth. The position requires 2+ years in banking or sales, high school diploma or GED (associate degree preferred), and active NMLS licensing with notary ability.

Qualifications

• High school diploma, GED, or equivalent required.
• Associate’s degree or higher preferred.
• 2+ years of banking or relevant sales experience required.
• Prior NMLS licensing required and ability to obtain a state notary license.

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

Communication

Financial solutions

Customer focus

Time management

Self-motivation

Education

High school diploma or GED

Associate degree or higher preferred

2+ years banking or sales experience

NMLS licensing required

Tools

Microsoft Office 365

Copilot

Excel

Job description

Academy Bank is seeking a results-oriented Personal Banker in Overland Park, KS. You will build and deepen client relationships, promote tailored banking solutions, and ensure a smooth account-opening experience.

The role emphasizes proactive outreach, exceptional service, and collaboration with branch teams to drive growth. The position requires 2+ years in banking or sales, high school diploma or GED (associate degree preferred), and active NMLS licensing with notary ability.