Personal Banker

at  Academy Bank NA

SUMMARY

Personal Bankers are enthusiastic about understanding and promoting bank products and services to individuals and companies; delivering an excellent client experience; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.

• Achieve specific sales goals on a monthly, quarterly, and annual basis by performing activities in the bank’s sales cycle, including identifying and engaging prospects, recommending products based on needs, ensuring superior product delivery for consumer and small business banking products and services, onboarding clients to maximize product benefits. Expand business with current clients, including through referrals to trusted colleagues, with the goal of earning 100% of the client’s business.
• Provide “fast, easy, and personal” service consistent with Company standards, including resolving problems, building relationships, and handling special requests.
• Actively demonstrate digital expertise by using our digital platforms and educating clients about our digital products. This includes online banking, bill pay, mobile banking app, ATM/ITM’s, and online chat features.
• Conduct operational tasks for servicing clients, and ensuring accuracy and compliance to company policies, bank regulations and department procedures.
• Protect all client and bank information confidentially and follow 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.