Personal Banker
On-siteMiami, Oklahoma, United States
Job Summary
Complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments. Develop and expand the customer base through daily prospecting and follow-up activities while cross-selling bank products and services. Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies. Protect customer confidentiality and privacy while practicing branch security procedures. Actively log customer interactions and follow-ups into Synapsys with detailed notes. This entry-level role focuses on building foundational knowledge and skills for personal banking before transitioning to full Personal Banker status. Candidates must demonstrate alignment with City National Bank's core values of Integrity, Teamwork, and WOW Customer Experience.
Required Qualifications
- One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours
- Military experience
- bilingual
- 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
- Demonstrate alignment with City National Bank's values and vision
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