Personal Banker II
Gateway Mortgage Corporation
Personal Banker II
The Personal Banker II is responsible for consistently exhibiting an excellent first impression to all customers and guests of the bank as the primary point of contact. Maintains strong customer relationships while meeting customers' needs, handling customer transactions.
Essential Functions (Responsibilities):
- Performs excellent customer service when meeting customers and potential customer's needs and assisting all patrons of the bank to leave a positive impact with each encounter.
- Greets customers and facilitates a welcoming and customer-focused environment.
- Builds and maintains relationships with customers to help identify financial products and services that meet their personal and business needs.
- Assists customers' accounts with selection of all financial services including online banking, BillPay, E-statements, mobile and ATM deposit capabilities.
- Processes customer transactions efficiently and accurately in a fast-paced environment.
- Balances and settles cash drawer in conjunction with proofing transactions.
- Resolves customer issues and inquiries.
- Ensures compliance with all bank policies and procedures, state and federal banking regulations, internal security procedures and policies.
- Maintains knowledge of all Gateway First Bank deposit and lending products, and services.
- Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department.
- Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
- Performs related responsibilities as required or assigned.
Required Qualifications: Knowledge/Skills/Abilities
- Thorough knowledge of bank products and services.
- Thorough knowledge of retail banking policies, procedures, and practices.
- Excellent interpersonal skills.
- Excellent communications skills.
- Proficient in MS Office applications.
- Ability to remain friendly, outgoing, confident, assertive and enthusiastic in fast paced environment.
- Exemplify the Gateway Values: Stay Growth Oriented, Make a Difference, "Get it Done" Attitude, Be a Team Player, Do the Right Thing.
Equivalent Education/Experience
- High school diploma or equivalent.
- 2-4 years of banking experience.
- Sales or banking operational experience preferred.
Special Job Dimensions
- Must be flexible and able to work additional hours when needed.
- Attendance and punctuality are an essential function of the job.
- Maintains highly sensitive or confidential information.
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Personal Banker II in Oklahoma City, OK vacancy
- ...Description RELATIONSHIP BANKER The Relationship Banker cultivates customer relationships... ...individual to join us as a Relationship Banker II. In this role, you'll be the first point... ...build trusted relationships and deliver personalized solutions from our full range of banking...SuggestedWork at office
- ...Relationship Banker (RB) As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client... ...Ensure that individual goals are met through required levels of in‑person and outbound calling activities that provide an opportunity to...SuggestedNight shift
- Job Overview As a Relationship Banker (RB) you will build, expand, and retain client relationships while delivering an exceptional client... ...business partner resources. Achieve individual goals through in‑person and outbound calling activities, sharing valued solutions via a...Suggested
- Financial Counselor II - Responsibilities The Financial Counselor II provides financial guidance and support to patients by reviewing insurance coverage, estimating patient financial responsibility, and assisting with payment arrangements and financial aid applications...Suggested
- ## Retail Banker II Float (US) - Hyannis, MAPostulerremote type: Sur placelocations: Hyannis, Massachusettstime type: Temps pleinposted... ...and consultative advice in advising Customers regarding personal banking solutions/needs. This role contributes to the achievement...SuggestedTemporary workWork at office
$24 - $33.5 per hour
...Retail Banker II Float (US) - Hyannis, MA at TD Securities Work Location: Hyannis, Massachusetts, United States of America Hours: 40... ...colleagues progress within the salary range. Line of Business: Personal & Commercial Banking Job Description The Retail Banker II Float...Hourly payWork at officeWorldwide$25.75 - $30.9 per hour
...this customer-facing role, the Relationship Banker III will provide exceptional customer... ...as a mentor to the staff in the RB I and II roles. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES... ..., account opening (business and personal), home equity loans and lines, IRAs, etc....Shift work- ...Part Time Personal Banker - Moore (5th Street) The Personal Banker is responsible for generating business and deepening relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service...Part timeBank staffLocal areaMonday to FridayWeekend work
- ...make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Bilingual Personal Banker and kickstart your career with our industry‑leading Banking Navigator program- a 9-week training program designed to equip you...
- ...ESSENTIAL DUTIES & RESPONSIBILITIES Build and maintain relationships with clients and prospects through in‑person meetings, phone outreach, outbound calling, community engagement, and educational events. Conduct financial needs assessments to identify opportunities and...Work at officeLocal areaAfternoon shift
- ...M&T Bank Corporation in Methuen, MA is hiring a Universal Banker to deliver exceptional in-branch service while handling sales, service and digital engagement for Consumer and Business Banking customers. You will educate customers on banking solutions, perform transactions...
- ...Personal Banker City National Bank and Trust The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer...Flexible hours
$21 per hour
...accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best... ...results for you. The Position Our bank client is seeking to fill a Personal Banker role in the greater Oklahoma City area. The successful...Hourly payLocal areaFlexible hours- ...the information our clients need. If you're a detail-oriented Banker who thrives on delivering exceptional service, we’d love to hear... ...originators, loan servicing, deposit services, etc.) if unable to personally resolve the matter. Ensures responses to all interest emails...Work at office
- ...being a part of First United. Position Job Title: Relationship Banker I Job Description Do you approach serving every customer like... ...learning mindset? Do you revel at the opportunity to provide personalized service that creates customer loyalty? Are you addicted to a positive...Temporary workShift work
- ...First United Bank is seeking a Relationship Banker I to serve as the single point of contact for customers, build strong relationships... ...using bank products and services. The role emphasizes personalized service, accuracy in daily tasks, and active participation in...
$38.25k
...professionals to grow, learn, and make a real difference. Relationship Banker Role As a Relationship Banker you serve as a trusted advisor... ...services. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by...Hourly payContract workWork experience placementWork at officeShift workAfternoon shift$136.85k - $215.63k
...focused on new business development and is ideal for a commercial banker who thrives on prospecting, relationship building, and driving... ...insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance...Full timeShift work- ...needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to... ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Immediate startAfternoon shift
$136.85k - $215.63k
...focused on new business development and is ideal for a commercial banker who thrives on prospecting, relationship building, and driving... ...insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance...Full timeShift work- ...Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/10/2026 Bonus Type Formula Based Summary We're building a culture at BOK Financial where amazing people...
- ...transactions — you’ll build lasting relationships and help customers reach their financial goals. As a Relationship Banker, you’ll gain hands‑on experience across personal banking, customer service, and teller operations, all while being part of a supportive, family‑owned bank...Full timeMonday to Friday
- ...Loan Assistant, Customer Service POSITION SUMMARY:A Relationship Banker provides services to existing and potential customers. This... ...deposit box access Respond to customer inquiries via phone and in person Collaborate with team members to achieve branch service and sales...Full timeMonday to FridayShift work
- ...Relationship Banker I Do you approach serving every customer like they are your family member? Are you intuitively aware of the overall... ...learning mindset? Do you revel at the opportunity to provide personalized service that creates customer loyalty? Are you addicted to a...Temporary workShift work
$136.85k - $215.63k
...focused on new business development and is ideal for a commercial banker who thrives on prospecting, relationship building, and driving... ...insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance...Full timeLocal areaShift work- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Oklahoma City, OK, United States Job Information Job Identification 210672070 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 2025-09-29, 10:24 a.m. Locations 2...Full timeTemporary workWork experience placementLocal areaShift work
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity...Immediate startAfternoon shift
- Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- .... Bank Local. Work Local. Position Summary: As a Relationship Banker, you'll play a key role in making NESB customers feel welcomed... ...collaborate with others to drive continuous improvement in both personal and team performance. The pay range for this position is based...Part timeWork at officeLocal area
- ...seeking a Relationship Banking Representative for the Community Bank, N.A. branch network. The role emphasizes delivering a warm, personalized customer experience and guiding customers through banking needs in‑person. The position involves handling transactions, account...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker II. Be the first to apply!
Related searches
- private banker Oklahoma City, OK
- personal banker Oklahoma City, OK
- personal caregiver Oklahoma City, OK
- personal computer support technician Oklahoma City, OK
- personal training part time Oklahoma City, OK
- entry level personal training Oklahoma City, OK
- personal security Oklahoma City, OK
- attorney personal injury Oklahoma City, OK
- personal training Oklahoma City, OK
- junior private banker

