Academy Bank
Summary
Personal Bankers are enthusiastic, self‑motivated individuals with proven success in delivering solutions that help clients achieve financial freedom and peace of mind. They build professional relationships with existing and potential clients to understand financial needs, deliver valuable products and services, and complete the account opening process accurately. Successful Personal Bankers deliver an excellent client experience, promote bank products and services to individuals and companies, conduct accurate banking transactions in a fast‑paced environment, and work with a team to achieve individual and group goals. Responsibilities
Provide fast, easy, and personal service consistent with company client service standards, including resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations to ensure follow‑through and timely resolution. Promote consumer and small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank’s products and services. Achieve specific sales goals on a daily, monthly, quarterly, and annual basis. Develop and maintain relationships with business partners to maximize opportunities and achieve sales standards. Provide a broad base of financial services with the goal of earning 100% of the client’s business. Open checking and savings accounts, process client transactions, and recommend other bank products, including credit cards and loans. Actively demonstrate digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms, including online banking, bill pay, external transfers, mobile banking app, text alerts, mobile deposits, smart ATMs, chats, and all other self‑service channels. Work closely with clients and business partners to refer products and services to other business lines. Educate and provide clients with other banking services; resolve client concerns and issues efficiently and effectively. Ethically conduct operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protect all client information and bank trade secrets and business records as confidential, and follow all company policies for communication with clients, vendors, and associates. When delegated by the Banking Center Manager, implement all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and act with overall operational integrity. Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements, Associate Handbook policies, and operations, audit, and security policies, through regular and thorough training. Understand, communicate, and instill the company’s mission, vision, and values (Pillars of Success). Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. Work 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‑term and long‑term disability insurance Company‑paid vacation, paid leave, and holidays This position will remain open until a qualified applicant is hired. Employment Details
Seniority level: Entry level Employment type: Full‑time Job function: Finance and Sales Industry: Banking
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Personal Bankers are enthusiastic, self‑motivated individuals with proven success in delivering solutions that help clients achieve financial freedom and peace of mind. They build professional relationships with existing and potential clients to understand financial needs, deliver valuable products and services, and complete the account opening process accurately. Successful Personal Bankers deliver an excellent client experience, promote bank products and services to individuals and companies, conduct accurate banking transactions in a fast‑paced environment, and work with a team to achieve individual and group goals. Responsibilities
Provide fast, easy, and personal service consistent with company client service standards, including resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations to ensure follow‑through and timely resolution. Promote consumer and small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank’s products and services. Achieve specific sales goals on a daily, monthly, quarterly, and annual basis. Develop and maintain relationships with business partners to maximize opportunities and achieve sales standards. Provide a broad base of financial services with the goal of earning 100% of the client’s business. Open checking and savings accounts, process client transactions, and recommend other bank products, including credit cards and loans. Actively demonstrate digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms, including online banking, bill pay, external transfers, mobile banking app, text alerts, mobile deposits, smart ATMs, chats, and all other self‑service channels. Work closely with clients and business partners to refer products and services to other business lines. Educate and provide clients with other banking services; resolve client concerns and issues efficiently and effectively. Ethically conduct operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protect all client information and bank trade secrets and business records as confidential, and follow all company policies for communication with clients, vendors, and associates. When delegated by the Banking Center Manager, implement all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and act with overall operational integrity. Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements, Associate Handbook policies, and operations, audit, and security policies, through regular and thorough training. Understand, communicate, and instill the company’s mission, vision, and values (Pillars of Success). Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. Work 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‑term and long‑term disability insurance Company‑paid vacation, paid leave, and holidays This position will remain open until a qualified applicant is hired. Employment Details
Seniority level: Entry level Employment type: Full‑time Job function: Finance and Sales Industry: Banking
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