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First Fidelity Bank

Personal Banker

First Fidelity Bank, Oklahoma City, Oklahoma, United States, 73116

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Personal Banker

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First Fidelity Bank .

Summary The Personal Banker builds lasting relationships and provides exceptional service to clients. The role involves supporting customers to achieve their financial goals, resolving issues, identifying opportunities for additional banking services, and expanding relationships through profiling, retail and small‑business lending, and loan closing.

Client Relations and Sales

Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels.

Engages in curious conversations to uncover service opportunities and asks questions to understand clients’ priorities.

Uses a consultative approach to tailor recommendations and solutions.

Ensures client needs are prioritized while aligning expectations with the Bank’s capabilities.

Explains product features, statements, and service charges in a clear, easy‑to‑understand manner.

Develops strong internal relationships to connect clients with specialists for specific financial needs.

Provides prompt, efficient, and accurate service for client requests, inquiries, and problem resolution.

Teller Transactions

Opens new accounts and assists with teller transactions, including cashing checks, processing deposits and withdrawals, and selling gift cards, savings bonds, and traveler's checks.

Provides accurate cash handling and maintains a clean, orderly cash drawer and coin supply.

Verifies deposits, examines checks, bonds, and cashier’s checks for negotiability, verifies signatures, and records transactions accurately via the online terminal.

Balances daily transactions and verifies cash to meet accuracy standards.

Other Duties

Leads by example, exceeding the Bank’s Mission, Core Values, and Golden Rules of Service.

Complies with all policies, procedures, and regulatory banking requirements.

Demonstrates good work habits and maintains attendance in line with policies.

Performs other relevant duties as assigned.

Qualifications Experience Requirements

Minimum six months of customer service or cash‑handling experience in a financial services, retail, or goal‑oriented environment.

Previous teller and sales experience preferred.

Proficient knowledge of bank products and services.

Education Requirements

High school degree or equivalent required.

Some college preferred.

Other Requirements (Skills, Abilities, Characteristic)

Strong work ethic and high integrity.

Represents the Bank positively and maintains a professional appearance.

Excellent client‑service skills with a friendly, outgoing, and enthusiastic personality.

Exceptional interpersonal and communication skills; able to build relationships across all levels.

Outspoken, sales‑oriented personality with strong sales skills and comfort working in a goal‑oriented environment.

Strong organizational skills leading to high accuracy rates.

Proficient in computer and technical skills, including bank software and branch capture equipment.

Physical Requirements

May require long periods of standing or sitting.

Ability to lift and carry cash drawers, coin bags, and boxes that sometimes weigh over 25 pounds.

May require long periods of typing and repetitive motion.

SUPERVISORY RESPONSIBILITY:

None

EOE Disability/Vet Member FDIC

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