Security Bank of Kansas City
Overview
Join to apply for the
Personal Banker
role at
Security Bank of Kansas City . 3 weeks ago Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. If you are someone wanting to make a difference in the communities that we serve and join the strongest large bank in Kansas City, then Security Bank of Kansas City has a career for you. In addition to our compensation and benefits packages, Security Bank offers full-time employees 11 paid holidays, rewarding and challenging growth opportunities, generous paid time off and discounted banking services. Job Description
A
Personal Banker
is responsible for delivering an excellent experience to current and potential customers. Employees in this position possess exceptional customer service skills, confidence, leadership skills, a strong sales aptitude, attention to detail, and an outstanding knowledge of traditional and emerging bank products and services. They support and service to new and existing Security Bank of Kansas City customers using in-person interactions, phone calls and e-mails, and ensure that the banking center channel delivers consistent, prompt, and professional customer experience while focusing on building and enhancing customer relationships to foster long-term relationships. Responsibilities
Understands and applies operational policies and procedures that evolve as customer behaviors change and the channel grows. Understands the consumer lending process as it relates to cross-sell opportunities, loan products and interest rates. Properly identifies customers on every interaction using established guidelines and procedures. Provides accurate account information using account security procedures. Recognizes account flags such as holds, delinquent loans and screen messages before interacting with a customer. Recognizes inconsistencies regarding checks being deposited and account activity. Understands check hold processes and procedures. Must be customer-focused and able to convey information in an enthusiastic and positive manner. Greets customers enthusiastically, provides quality customer service and looks for ways to exceed expectations. Supports individual and enterprise goals as determined by management. Utilizes system software provided. Promotes honest and open communication throughout the organization. Works with other departments to ensure the workflow or process provides the best service to the customer. Proactively seeks ways to provide financial solutions to new and existing customer relationships to meet or exceed customer expectations. Proficient in determining customer needs and providing solutions, including referrals to other departments and bank affiliates/partners (mortgage, commercial lending, treasury management, financial advisors). Maintains a strong working knowledge of consumer/business banking products and services to confidently consult with customers. Educates customers on emerging bank technology (mobile banking, online banking, online bill pay, ATM/ITM deposits, debit and credit cards, E-statements, etc.). Accurately and efficiently processes a variety of banking transactions while following proper procedures and safeguarding against fraud and protecting customer privacy. Uses strong decisioning skills to assist customers; conducts transactions and sales activities with little to no supervision. Provides friendly greeting to customers in the lobby, on the teller line, drive-thru or over the phone. Efficiently and accurately processes basic transactions (deposits, withdrawals, check cashing, payments, etc.). Issues money orders, cashiers checks and redeems savings bonds. Follows all applicable policies, procedures, regulatory rules, and guidelines and stays up to date with changes. Researches and politely assists with customer inquiries, provides account statements, assists with check orders, accepts change of address requests, and performs other customer-oriented functions to enhance retention and sales opportunities. Able to identify correct product types through needs-based questioning to sell products/services or to make referrals to other departments and bank affiliates/partners. Proactively seeks ways to expand customer relationships to meet or exceed individual, team and bank goals. Ensures all disclosures, audit standards, security policies and procedures are followed in accordance with Bank policy and Federal regulations. Performs account servicing duties and creates a wonderful client experience in the lobby, on the teller line, on the phone and in the community. Promotes bank products and services to prospective new customers to ensure personal and office budgets are met. Occasionally participates in onsite visits with customers, community groups or events to obtain networking opportunities and promote bank products, services, and brand. Assists with basic deposit and credit account openings, account maintenance requests, and may assist customers with accessing their safe deposit box. May be called upon as needed to accurately maintain, verify, and balance a cash drawer according to bank procedures. Assists with training of new employees and provides continuing training for current employees. Meets job expectations outlined by Retail Management; expectations are reviewed annually and subject to change. Works at assigned banking center (not remote) as it requires direct customer contact. May travel within the bank’s network of locations. Performs other duties as assigned. Qualifications
Minimum 1-2 years banking, retail or sales experience and previous customer interaction preferred. Proven sales skills, leadership skills, client experience and some background with outside networking/community involvement. Knowledge, skill, and mental development equivalent to the completion of a high school education. Excellent English verbal and written communication skills for in-person, electronic, and phone interactions. Demonstrated ability to present a professional appearance and demeanor. Intermediate experience with office technology tools (e.g., computer, internet browser, Microsoft Office, or similar). General knowledge of traditional bank products/services including Online/Mobile Banking and self-serve channels. Recent customer service experience, preferably in a banking environment. Ability to multi-task, achieve goals, stay organized, and work with limited supervision. Willing to come to work daily as scheduled. Equipment Requirements
Emerging bank technology to include mobile, online and ATM/ITM Personal Computer Currency Recycler (if applicable) Multi-Line Phone System Voice Mail System Calculator Copy Machine Pneumatic Tube System (including operation of microphone) Coin Machine (if applicable) Automatic Currency Counter Teller Capture Scanner Software Requirements
Proficient with the Microsoft suite of products Physical Requirements
Moving objects weighing up to 15 lbs. Sitting 20% of the day Standing 60% of the day Walking 20% of the day Reaching and handling objects Dexterity/Coordination Reading materials and PC monitor Writing/Typing Speaking/Communicating Listening/Hearing Ability to perform repetitive hand movements Ability to travel to various worksite locations and departments Other Information
Security Bank of Kansas City is an Equal Opportunity / Affirmative Action employer. This job description describes the general nature and level of work performed by employees assigned to this job. It is not an exhaustive list of responsibilities, duties and skills required. Accommodations will be made to allow for meeting requirements when it does not place an undue hardship on Security Bank of Kansas City.
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Join to apply for the
Personal Banker
role at
Security Bank of Kansas City . 3 weeks ago Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. If you are someone wanting to make a difference in the communities that we serve and join the strongest large bank in Kansas City, then Security Bank of Kansas City has a career for you. In addition to our compensation and benefits packages, Security Bank offers full-time employees 11 paid holidays, rewarding and challenging growth opportunities, generous paid time off and discounted banking services. Job Description
A
Personal Banker
is responsible for delivering an excellent experience to current and potential customers. Employees in this position possess exceptional customer service skills, confidence, leadership skills, a strong sales aptitude, attention to detail, and an outstanding knowledge of traditional and emerging bank products and services. They support and service to new and existing Security Bank of Kansas City customers using in-person interactions, phone calls and e-mails, and ensure that the banking center channel delivers consistent, prompt, and professional customer experience while focusing on building and enhancing customer relationships to foster long-term relationships. Responsibilities
Understands and applies operational policies and procedures that evolve as customer behaviors change and the channel grows. Understands the consumer lending process as it relates to cross-sell opportunities, loan products and interest rates. Properly identifies customers on every interaction using established guidelines and procedures. Provides accurate account information using account security procedures. Recognizes account flags such as holds, delinquent loans and screen messages before interacting with a customer. Recognizes inconsistencies regarding checks being deposited and account activity. Understands check hold processes and procedures. Must be customer-focused and able to convey information in an enthusiastic and positive manner. Greets customers enthusiastically, provides quality customer service and looks for ways to exceed expectations. Supports individual and enterprise goals as determined by management. Utilizes system software provided. Promotes honest and open communication throughout the organization. Works with other departments to ensure the workflow or process provides the best service to the customer. Proactively seeks ways to provide financial solutions to new and existing customer relationships to meet or exceed customer expectations. Proficient in determining customer needs and providing solutions, including referrals to other departments and bank affiliates/partners (mortgage, commercial lending, treasury management, financial advisors). Maintains a strong working knowledge of consumer/business banking products and services to confidently consult with customers. Educates customers on emerging bank technology (mobile banking, online banking, online bill pay, ATM/ITM deposits, debit and credit cards, E-statements, etc.). Accurately and efficiently processes a variety of banking transactions while following proper procedures and safeguarding against fraud and protecting customer privacy. Uses strong decisioning skills to assist customers; conducts transactions and sales activities with little to no supervision. Provides friendly greeting to customers in the lobby, on the teller line, drive-thru or over the phone. Efficiently and accurately processes basic transactions (deposits, withdrawals, check cashing, payments, etc.). Issues money orders, cashiers checks and redeems savings bonds. Follows all applicable policies, procedures, regulatory rules, and guidelines and stays up to date with changes. Researches and politely assists with customer inquiries, provides account statements, assists with check orders, accepts change of address requests, and performs other customer-oriented functions to enhance retention and sales opportunities. Able to identify correct product types through needs-based questioning to sell products/services or to make referrals to other departments and bank affiliates/partners. Proactively seeks ways to expand customer relationships to meet or exceed individual, team and bank goals. Ensures all disclosures, audit standards, security policies and procedures are followed in accordance with Bank policy and Federal regulations. Performs account servicing duties and creates a wonderful client experience in the lobby, on the teller line, on the phone and in the community. Promotes bank products and services to prospective new customers to ensure personal and office budgets are met. Occasionally participates in onsite visits with customers, community groups or events to obtain networking opportunities and promote bank products, services, and brand. Assists with basic deposit and credit account openings, account maintenance requests, and may assist customers with accessing their safe deposit box. May be called upon as needed to accurately maintain, verify, and balance a cash drawer according to bank procedures. Assists with training of new employees and provides continuing training for current employees. Meets job expectations outlined by Retail Management; expectations are reviewed annually and subject to change. Works at assigned banking center (not remote) as it requires direct customer contact. May travel within the bank’s network of locations. Performs other duties as assigned. Qualifications
Minimum 1-2 years banking, retail or sales experience and previous customer interaction preferred. Proven sales skills, leadership skills, client experience and some background with outside networking/community involvement. Knowledge, skill, and mental development equivalent to the completion of a high school education. Excellent English verbal and written communication skills for in-person, electronic, and phone interactions. Demonstrated ability to present a professional appearance and demeanor. Intermediate experience with office technology tools (e.g., computer, internet browser, Microsoft Office, or similar). General knowledge of traditional bank products/services including Online/Mobile Banking and self-serve channels. Recent customer service experience, preferably in a banking environment. Ability to multi-task, achieve goals, stay organized, and work with limited supervision. Willing to come to work daily as scheduled. Equipment Requirements
Emerging bank technology to include mobile, online and ATM/ITM Personal Computer Currency Recycler (if applicable) Multi-Line Phone System Voice Mail System Calculator Copy Machine Pneumatic Tube System (including operation of microphone) Coin Machine (if applicable) Automatic Currency Counter Teller Capture Scanner Software Requirements
Proficient with the Microsoft suite of products Physical Requirements
Moving objects weighing up to 15 lbs. Sitting 20% of the day Standing 60% of the day Walking 20% of the day Reaching and handling objects Dexterity/Coordination Reading materials and PC monitor Writing/Typing Speaking/Communicating Listening/Hearing Ability to perform repetitive hand movements Ability to travel to various worksite locations and departments Other Information
Security Bank of Kansas City is an Equal Opportunity / Affirmative Action employer. This job description describes the general nature and level of work performed by employees assigned to this job. It is not an exhaustive list of responsibilities, duties and skills required. Accommodations will be made to allow for meeting requirements when it does not place an undue hardship on Security Bank of Kansas City.
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