Vision Bank
Personal Banker I – Job Description
Vision Bank has been serving our friends and neighbors in southeast Oklahoma for over 120 years, building a deep sense of community pride and a commitment to our customers that is unparalleled by banks with national and regional interests. Our employees are a core asset, and we encourage a strong work‑life balance, comprehensive benefits, and incentives for a healthy lifestyle.
Job Summary In this role, you will provide excellent service to customers in a professional and friendly manner, develop expertise with Vision Bank products and services, accurately and efficiently process customer transactions, and fully comply with company and industry policies and regulations. This position offers a competitive salary and benefits package in a dynamic, fast‑paced environment.
What You Can Expect You will deliver exceptional experiences to build, expand, and retain long‑term customer relationships with individuals and small business customers. Your leadership team will support your growth and celebrate your success. You will be expected to work hard as part of a team, maintain a positive attitude, and be open to new challenges each day. Many of our leaders start as Personal Bankers and advance through internal mobility.
How You’ll Spend Your Time
Perform efficient transactions, develop customer relationships, and identify opportunities to help customers meet their financial goals.
Prioritize customer demands and time‑sensitive requests while providing excellent customer service.
Collaborate with multiple lines of business to meet our customers’ needs.
Maintain in‑depth knowledge of all banking products, services, and company systems; adhere to bank policies, compliance, and regulations.
Continuously learn by encountering diverse financial situations and working with other teams throughout Vision Bank.
What Skills & Attributes Do You Need?
Technical Expertise:
Comfortable multitasking between applications and educating customers on banking technology; excellent computer skills and quick aptitude for new systems.
Communication:
Interact with customers and bank employees daily, showing empathy and managing emotions.
Detail‑Oriented:
Adhere to bank standards, recognize escalation needs, and ensure accuracy in a fast‑paced environment.
Education and Experience Requirements Must have a high school diploma or equivalent. A minimum of 1–2 years of customer service and/or handling cash is preferred.
Seniority Level Entry level
Employment Type Part‑time
Job Function Finance and Sales
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Job Summary In this role, you will provide excellent service to customers in a professional and friendly manner, develop expertise with Vision Bank products and services, accurately and efficiently process customer transactions, and fully comply with company and industry policies and regulations. This position offers a competitive salary and benefits package in a dynamic, fast‑paced environment.
What You Can Expect You will deliver exceptional experiences to build, expand, and retain long‑term customer relationships with individuals and small business customers. Your leadership team will support your growth and celebrate your success. You will be expected to work hard as part of a team, maintain a positive attitude, and be open to new challenges each day. Many of our leaders start as Personal Bankers and advance through internal mobility.
How You’ll Spend Your Time
Perform efficient transactions, develop customer relationships, and identify opportunities to help customers meet their financial goals.
Prioritize customer demands and time‑sensitive requests while providing excellent customer service.
Collaborate with multiple lines of business to meet our customers’ needs.
Maintain in‑depth knowledge of all banking products, services, and company systems; adhere to bank policies, compliance, and regulations.
Continuously learn by encountering diverse financial situations and working with other teams throughout Vision Bank.
What Skills & Attributes Do You Need?
Technical Expertise:
Comfortable multitasking between applications and educating customers on banking technology; excellent computer skills and quick aptitude for new systems.
Communication:
Interact with customers and bank employees daily, showing empathy and managing emotions.
Detail‑Oriented:
Adhere to bank standards, recognize escalation needs, and ensure accuracy in a fast‑paced environment.
Education and Experience Requirements Must have a high school diploma or equivalent. A minimum of 1–2 years of customer service and/or handling cash is preferred.
Seniority Level Entry level
Employment Type Part‑time
Job Function Finance and Sales
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