Personal Banker

Summary Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Provides "fast, easy, and personal" service consistent with Company client service standards, including resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution. Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, including handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services. Achieves specific sales goals on a daily, monthly, quarterly and annual basis. Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business. Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans. Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms, including online banking and bill pay/external transfers, mobile banking app (text alerts, mobile deposits), smart ATM/ITMs, chat box, and other self-service channels. Works closely with clients and business partners to refer products and services to other business lines. Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively. Ethically conducts operational tasks related to protecting client and bank assets in regulatory compliance, including properly documenting account opening, cash handling, dual-control procedures, logging, and ensuring regulatory and procedural documentation accuracy. Protects all client information and bank trade secrets and follows all company policies for communication with clients, vendors, and associates. When delegated by Banking Center Manager, implements banking center operations procedures, including cash supplies maintenance, timely auditing, documentation of banking transactions, and compliance requirements, acting with operational integrity. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position (BSA, OFAC, Associate Handbook, Operations, Audit, and Security policies) through regular training. Protects all client and bank information confidentially and follows all company policies. Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. Working at the worksite during regular business hours and/or assigned hours. Other specified duties as assigned. Compensation & Benefits The Personal Banker position pays a minimum of $20.00. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full‑time Associates Are Eligible For Our Benefits Package Medical Dental Vision 401(k) plan Company paid life insurance Short and Long-term disability insurance Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired. #J-18808-Ljbffr Academy Bank