Personal Banker
On-siteShawnee, Oklahoma, United States
Job Summary
Conduct daily prospecting and follow-up activities to develop and expand the customer base while cross-selling bank products and services. Deliver WOW customer experiences in all interactions by maintaining standard operating procedures and adhering to bank policies. Complete the Personal Banker Training Checklist, including assigned learning modules and skill assessments, and actively log customer interactions and follow-ups into Synapsys with detailed notes. Protect customer confidentiality and privacy while practicing branch security procedures. Participate in daily branch operations to gain proficiency in various areas of personal banking. Requires one year of related experience in sales, customer service, or cash handling, proficiency with Microsoft products, and the ability to work flexible or extended hours with consistent attendance.
Required Qualifications
- One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours
- Proficiency with Microsoft products
- general computer skills
- basic math skills
- Ability to work flexible or extended hours
- consistent attendance
- punctuality
- Strong customer service focus
- effective problem-solving skills
- ability to maintain composure under pressure
- Self-motivated
- goal-oriented
- team player
- strong interpersonal skills
- sales aptitude
- High School diploma or equivalent
- Clear verbal communication
- close vision
- ability to adjust focus
- Ability to lift/carry no more than 20lbs
- Ability to stand for the majority of the assigned work schedule
Desired Qualifications
- bilingual
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