Personal Banker II
Gateway Mortgage
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 3 days 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
- ...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
- 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
- ## 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...Hourly payWork at officeWorldwide- ...Personal Banker OK OKC Meridian - Oklahoma City, OK 73108 Overview Position Type Full Time Job Shift Flex M-F 7:30-6:15; RS 8:45-12:15 Education Level High School Category Retail Description At First Fidelity Bank, people matter, including our customers,...Full timeWork experience placementFlexible hoursShift workRotating shift
- ...ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Personal Banker I and kickstart your career with our industry-leading Banking Navigator program-a 9-week training program designed to equip you...Local area
- Description 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 while achieving sales goals and supporting...Part timeBank staffLocal areaMonday to FridayWeekend work
$20 - $22.36 per hour
...Cape Cod 5 banking center. The Relationship Banker position provides a career track for... ...applications for home equity products and personal loans Safeguards customer trust by upholding... ...solving skills Relationship Banker II Education: Associate’s degree preferred and...Shift work- City National Bank and Trust Job Description: Personal Banker Department: Retail Status: Full time Equal Opportunity Employer Description The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational...Full timeFlexible hours
- 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
- ...make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in...Immediate startAfternoon shift
- ...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
$38.25k - $61k
## Relationship Banker, Hyannis, MAApplylocations: Hyannistime type: Full timeposted on: Posted Todayjob requisition id: Req1589719... ...product.* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.* Ensure an elevated customer...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$20 - $24.95 per hour
...Relationship Banker Pay is based on a number of factors including the successful candidate's job-related knowledge and skills, qualifications... ...Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race-based hairstyles and textures,...Hourly payMonday to ThursdayFlexible hoursNight shift- ...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
- ...POSITION SUMMARY: A Relationship Banker provides services to existing and potential customers. This position primarily supports the loan function of the branch while also supporting the customer service function.Loan Support FunctionsAssist loan officers and loan staff...Full timeMonday to Friday
- ...bring their best, be their best and work for the best. You've come to the right place to grow your career. The Senior Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured,...Local area
- ...Relationship Banker Oklahoma City, Oklahoma **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.*...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Local. Bank Local. Work Local. Position Summary: As a Relationship Banker, you'll play a key role in making NESB customers feel welcomed... ...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
- ...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 time
- 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
- 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...
$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- 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
- ...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...
- 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...Full timeTemporary workWork experience placementLocal areaShift work
$21 per hour
Personal Banker – To $21/hr – Oklahoma City, OK – Job # 3693B Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and...Hourly payLocal areaFlexible hours$60k
Personal Banker – To $60K – Oklahoma City, OK – Job # 3564 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting...Work at office
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
- attorney personal injury Oklahoma City, OK
- personal training Oklahoma City, OK
- personal training part time Oklahoma City, OK
- personal security Oklahoma City, OK
- personal computer support technician Oklahoma City, OK
- entry level personal training Oklahoma City, OK
- relationship banker iii

