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Personal Banker I-FT- Branson

at Dickinson Financial Corporation in Branson, Missouri, United States

Job Description

Dickinson Financial Corporation is a family-owned bank with a long history of service to the communities in which we do business. Our two banks, Academy Bank and Armed Forces Bank, are committed to this philosophy of service to others, as well as, creating a diverse, equitable and inclusive environment that contributes to immediate results and the long-term success of people. We recruit a diverse mix of talented people to deliver Fast, Easy, and Personal service that is welcoming to all, helping us to achieve our vision of being the “Go2Bank”, all while having fun and doing good things along the way!

Equal Opportunity Employer/Disabled/VeteransAcademy Bank and Armed Forces Bank provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. Our banks are federal contractors and/or OSHA Large Employers with vaccination policies that follow the applicable law for those designations. 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 Banker I associates 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 complete the account opening process accurately. Successful Personal Banker I associates 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.Principal Accountabilities:• Deliver a Fast, Easy, and Personal client experience consistent with company’s standards with each client and associate interaction.Updated 6/2021• Promote consumer/small business banking products and services to clients and prospectsusing direct sales techniques in and around the assigned banking center, that includehanding out product brochures, engaging potential clients in conversations about bankingneeds, and speaking with knowledge and positivity about the bank’s products andservices.• Achieve specific sales goals on a daily, monthly, quarterly and annual basis.• Develop and maintain relationships with business partners to maximize opportunities andachieve sales standards. Provides a broad base of financial services with the goal ofearning 100% of the client’s business.• Primarily opens checking and savings accounts, and recommends other bank products,including credit cards and loans.• Be a digital expert in educating clients and associates in our digital banking platform.This includes, but is not limited to, online banking and bill pay/external transfers, mobilebanking app to include text alerts and mobile deposits, usage of smart ATM/ITM’s,usage of chat box, and all other self-service channels.• Work closely with clients and business partners to refer products and services to otherbusiness lines.• Educate and provide clients with other banking services; resolves client concerns andissues efficiently and effectively.• Ethically conducts operational tasks related to protecting client and bank assets related toregulatory compliance, including properly documenting account opening, accounting forcash and negotiable instruments under dual control, completing logs and other records todocument proper procedures, obtaining and ensuring the accuracy of all regulatory andprocedural documentation.• Protect all client information and bank trade secrets and business records as confidential,and follows all company policies for communication with clients, vendors, andassociates.• Maintain current knowledge and consistent compliance with regulations and bankpolicies and procedures related to the position, including but not limited to Bank SecrecyAct (BSA) and Office of Foreign Assets Control (OFAC) requirements; EmployeeHandbook policies; and Operations, Audit, and Security policies, through regular andthorough training.• Complete teller transactions when necessary.• Complete other specified duties as assigned.• Delivers Fast, Easy, and Personal client service consistent with company’s standards witheach client and associate interaction.• Sells consumer/small business banking products and services to clients and prospectsusing direct sales techniques in and around the assigned banking center, that includehanding out product brochures, engaging potential clients in conversations about bankingneeds, and speaking with knowledge and positivity about the bank’s products.• Achieves specific sales goals on a daily, monthly, quarterly, and annual basis.• Develops and maintains relationships with business partners to maximize salesopportunities and achieve sales standards. Provides a broad base of financial serviceswith the goal of earning 100% of the client’s business.Updated 6/2021• Assists with opening checking and savings accounts, and assisting clients with obtainingother bank products, including credit cards and loans.• Assists clients with other banking services, answering questions about accounts, takingand resolving complaints, and assisting with on-line banking transactions and questionsand assists clients in taking advantage of self-service options for these services.• Backs up Tellers when necessary by processing bank transactions for clients.• Ethically conducts operational tasks related to protecting client and bank assets andrelated to regulatory compliance, including properly documenting account opening,accounting for cash and negotiable instruments under dual control, completing logs andother records to document proper procedures, obtaining and ensuring the accuracy of allregulatory and procedural documentation.• 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.• Maintains current knowledge and consistent compliance with regulations and bankpolicies and procedures related to the position, including but not limited to Bank SecrecyAct (BSA) and Office of Foreign Assets Control (OFAC) requirements; EmployeeHandbook policies; and Operations, Audit, and Security policies, through regular andthorough training.• Other duties as assigned.• Regular attendance required, working at the work site during regular business hours and/orassigned hours, including evenings, weekends, and holidays as required by the banking center. Minimum Qualifications: • High school diploma, GED, or equivalent is required; Associate degree or higher preferred. • Previous banking experience preferred. • 6 months in a client service experience role preferred. • Minimum 6 months sales experience preferred. • Minimum 6 months cash handling experience preferred. • Strong written and verbal communication skills required. • Strong attention to detail and ability to complete work accurately. • Ability to organize work. • Strong sales skills. • Basic math skills including the ability to calculate figures and amounts such as cash back and percentages. • Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products. Work Environment: The following is intended to give an overview of the work environment of the position but is not an exhaustive list. • Work hours may vary based on the Banking Center hours of operation. • Work hours based on business needs and may require flexible scheduling and/or location. • Must be able to work in a fast-paced environment. • Must be able to work overtime as required and when approved by management. Physical Require
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Job Posting: JC201832714

Posted On: Jan 13, 2022

Updated On: Mar 07, 2022