- Build relationships with both current and prospective members through a consultative sales approach recommending the right credit union products and services to meet the members financial goals. Provides an engaging onboarding experience.
- Processes financial transactions, including deposits, withdrawals, loan payments, transfers, and cashiers checks. Prove cash at the end of the day.
- Open deposit and loan products capturing needed information in application systems to track member data.
- Provide information and referrals to members seeking other services, including but not limited to wealth management, mortgage, insurance and other departments.
- Greet members enthusiastically and constantly look for ways to surprise and delight them.
- Assisting members in using and adopting technology including online and mobile banking platforms.
- Listen to members seeking to understand needs through consultation, problem solving complex issues to resolution by focusing on a can-do approach.
- Understands and can identify potential member fraud situations and follow reporting processes as needed.
- Meets or exceeds individual sales and production goals on a consistent basis.
- Ensures compliance with all applicable laws, policies, and regulations.
- Promotes honest and open communication throughout the credit union.
- Other duties as assigned.
- Bilingual preferred.
- Bachelors degree or equivalent work experience
- Two or more years experience in a financial institution or retail sales position.
- Must be member focused and able to convey information in an enthusiastic and positive manner.
- Listen effectively and anticipate members perceived and unperceived needs.
- Strong sales and consulting skills.
- Demonstrated ability to cross sell products and services.
- Must possess superior problem-solving skills.
- Ability to work in a fast pace and team-oriented environment.
- Exceptional time management skills.
- Ability to maintain a high level of confidentiality.
- Organizational skills
- Attention to detail and accuracy in handling transactions and maintaining records.
- Ability to communicate effectively in writing and verbally.
- Knowledge of financial institution products and services
- Proficiency in math.
- Ability to understand all products and services and consult members on appropriate options that meet their financial goals.
-
Personal Banker
1 week ago
Commerce Bank Kansas City, United StatesAbout Working at Commerce · Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our c ...
-
Personal Banker
3 days ago
Commerce Bancshares, Inc. Kansas City, United StatesAbout Working at Commerce Building a career here is more than just steps on a ladder. Its about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment Personal Banker, Banker, Custo ...
-
Personal Banker
5 days ago
Commerce Bancshares, Inc. Kansas City, United States Part timeOur Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, youll gain valuable insight into banking and finance, while helping customers with their daily fin Personal Banker, Banker, Part ...
-
Personal Banker
1 week ago
Commerce Bank Kansas City, United StatesAbout Working at Commerce · Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our c ...
-
Personal Banker
1 week ago
Commerce Bank Kansas City, United States Full timeAbout This Job · Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challe ...
-
Personal Banker
3 weeks ago
CommunityAmerica Credit Union Kansas City, United StatesIn search of a Personal Banker for our Crossroads Branch, downtown Kansas City, MO. This position involves cultivating meaningful member connections through an engaging and consultative approach. Some of the responsibilities include sale of products and services to members includ ...
-
Personal Banker
1 week ago
PNC Financial Services Group Kansas City, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Personal Banker
3 weeks ago
CommunityAmerica Credit Union Kansas City, United StatesSummary: · The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach. Key responsibilities include sale of products and services to members including opening new accounts and fundamental lending and auto lending ...
-
Personal Banker
2 weeks ago
PNC Financial Services Group Kansas City, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Personal Banker
5 days ago
Southern Bank Kansas City, United StatesJob Details · Job Location · Kansas City North Oak Branch - Kansas City, MO · Position Type · Full Time · Description · PRIMARY PURPOSE OF JOB · This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch g ...
-
Personal Banker
1 week ago
Security Bank of Kansas City Kansas City, United StatesJob Details · Job Location · 64th Street Lvl1 - Kansas City, MO · Position Type · Full Time · Job Category · Banking · If you are someone wanting to make a difference in the communities that we serve and join the strongest large bank in Kansas City, then Security Bank of Ka ...
-
Personal Banker
2 weeks ago
Security Bank of Kansas City Kansas City, United StatesJob Details · Job Location · 64th Street Lvl1 - Kansas City, MO · Position Type · Full Time · Job Category · Banking · Description · If you are someone wanting to make a difference in the communities that we serve and join the strongest large bank in Kansas City, then Secu ...
-
Personal Banker
4 weeks ago
PNC Kansas City, United States Full timePosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
-
Float Personal Banker
3 weeks ago
Security Bank of Kansas City Kansas City, United StatesJob Details · Job Location · LEGENDS Lvl3 - Kansas City, KS · Position Type · Full Time · Travel Percentage · Negligible · Job Category · Banking · Description · If you are someone wanting to make a difference in the communities that we serve and join the strongest large ...
-
Senior Personal Banker
1 week ago
PNC Bank Corp. Kansas City, United StatesAcquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partner Personal Banker, Customer Exp ...
-
Senior Personal Banker
1 week ago
PNC Financial Services Group Kansas City, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Senior Personal Banker
1 week ago
PNC Financial Services Group Kansas City, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Senior Personal Banker
2 weeks ago
PNC Financial Services Group Kansas City, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Personal Banker III
3 weeks ago
UMB Financial Corporation Kansas, United States Full timeThe Personal Banker III at UMB plays a unique and pivotal role as both an expert in strengthening customer relationships, recommending products and services. Encouraging branch achievements and supporting team members to ensure progress to essential activities and behaviors, ste ...
-
Personal Banker I-Retail
1 week ago
Bank of Oklahoma Kansas City, United StatesReq ID: 75065 Location: Kansas City -KSCY Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 06/19/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Fina Personal Banker, Retail, Bank ...
Personal Banker - Kansas City, United States - CommunityAmerica Credit Union
Description
Summary:
The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach. Key responsibilities include sale of products and services to members including opening new accounts and fundamental lending and auto lending processes while delivering a personalized and high-quality member service experience. They are knowledgeable in all products and services offered by the credit union. They follow policies and procedures to actively prevent fraud, adhere to compliance standards and ensure accurate information is captured in applicable systems during all member interactions.
Duties & Responsibilities:Duties and Responsibilities
Education and Experience Requirements:
Required Knowledge, Skills and Abilities: