Academy Bank
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Personal Banker
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Academy Bank Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Provides consistent client service standards, including resolving problems, building relationships, handling special requests, greeting clients in a friendly manner, and taking ownership in all situations ensuring follow through and a timely resolution. Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques. Achieves specific sales goals on a daily, monthly, quarterly and annual basis. Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans. Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. Works closely with clients and business partners to refer products and services to other business lines. Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively. Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance. Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates. When delegated, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position. Protect all client and bank information confidentially and follow all company policies. Understand, communicate, and instill the Company's mission, vision, and values. 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. Compensation & Benefits The Personal Banker position pays a minimum of $16.50 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Medical Dental Vision 401(k) plan Company paid life insurance Short and Long-term disability insurance Company paid vacation, paid leave and holidays We are an equal opportunity employer and welcome applications from diverse candidates.
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Personal Banker
role at
Academy Bank Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Provides consistent client service standards, including resolving problems, building relationships, handling special requests, greeting clients in a friendly manner, and taking ownership in all situations ensuring follow through and a timely resolution. Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques. Achieves specific sales goals on a daily, monthly, quarterly and annual basis. Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans. Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. Works closely with clients and business partners to refer products and services to other business lines. Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively. Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance. Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates. When delegated, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position. Protect all client and bank information confidentially and follow all company policies. Understand, communicate, and instill the Company's mission, vision, and values. 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. Compensation & Benefits The Personal Banker position pays a minimum of $16.50 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Medical Dental Vision 401(k) plan Company paid life insurance Short and Long-term disability insurance Company paid vacation, paid leave and holidays We are an equal opportunity employer and welcome applications from diverse candidates.
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