Cadence Bank
Personal Banker – Cadence Bank
Join the Cadence Bank team as a Personal Banker. Provide best‑in‑class service by processing routine banking transactions while building deep customer relationships and understanding their needs. Identify and offer the most appropriate personal and business financial products and educate customers on alternative and convenient transaction channels. Personal Banker II team members are cross‑functional in a universal banking model to assist clients with a myriad of needs. This position requires travel to branches as needed within the market.
Responsibilities
Support the transactional needs of the banking center and other lines of business while identifying opportunities to deepen customer relationships.
Open and process moderate to complex consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing cash flow.
Enjoy working in a team environment with frequent interactions with teammates and customers.
Originate simple consumer lending products such as personal loans and credit cards.
Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers, and full‑service ATMs that provide convenience and value.
Meet or exceed individual sales/referrals and activity objectives – measured by an individual sales and referral scorecard.
Handle cash and adhere to proper balancing procedures.
Review and maintain knowledge of products, fees, policies, and current offers to assist customers with consumer or business product suggestions.
Explore customers’ financial needs and recommend other bank services, referring customers within the branch or to other departments when appropriate.
Demonstrate compliance with all bank regulations that apply to this position, staying current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
Create a positive impact within the communities served by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Qualifications Education High school diploma required; college coursework preferred.
Experience Previous banking or demonstrated sales experience in business, retail, or other industries preferred. 2+ years of cash handling experience in a banking or retail environment preferred.
Characteristics Regular and reliable attendance. Works cooperatively with others.
Benefits Cadence Bank offers a competitive benefits package. Employment is full‑time. We are an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, or status as a qualified individual with disability. We are a protected veterans employer. We ensure compliance with federal employment laws. Cadence Management reserves the right to amend responsibilities to meet business and organizational needs as necessary.
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Responsibilities
Support the transactional needs of the banking center and other lines of business while identifying opportunities to deepen customer relationships.
Open and process moderate to complex consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing cash flow.
Enjoy working in a team environment with frequent interactions with teammates and customers.
Originate simple consumer lending products such as personal loans and credit cards.
Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers, and full‑service ATMs that provide convenience and value.
Meet or exceed individual sales/referrals and activity objectives – measured by an individual sales and referral scorecard.
Handle cash and adhere to proper balancing procedures.
Review and maintain knowledge of products, fees, policies, and current offers to assist customers with consumer or business product suggestions.
Explore customers’ financial needs and recommend other bank services, referring customers within the branch or to other departments when appropriate.
Demonstrate compliance with all bank regulations that apply to this position, staying current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
Create a positive impact within the communities served by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Qualifications Education High school diploma required; college coursework preferred.
Experience Previous banking or demonstrated sales experience in business, retail, or other industries preferred. 2+ years of cash handling experience in a banking or retail environment preferred.
Characteristics Regular and reliable attendance. Works cooperatively with others.
Benefits Cadence Bank offers a competitive benefits package. Employment is full‑time. We are an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, or status as a qualified individual with disability. We are a protected veterans employer. We ensure compliance with federal employment laws. Cadence Management reserves the right to amend responsibilities to meet business and organizational needs as necessary.
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