Posted 1mo ago

PERSONAL BANKER, FLOATING

@ Great Plains Bank
Fort Worth or Southlake
OnsiteFull Time
Responsibilities:Build relationships, Open accounts, Process transactions
Requirements Summary:Associates degree or 3-5 years in retail banking sales; proven ability to build relationships and deliver results. Strong communication and problem-solving skills.
Technical Tools Mentioned:Microsoft Office, Internet Explorer
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Job Description

Floating position among several markets to include: The DFW/ Southlake Area. Applicant could potentially consider any of these markets to be a office location and willing to travel to other markets in need. 

Summary: As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP).

As a Personal Banker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.

Essential Duties and Responsibilities include the following: (Other duties may be assigned)

  • Delivers a superior customer experience by acting with a customer-first attitude.
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations.
  • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
  • Influences, educates, and connects customers to Great Plains technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together
  • Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs.
  • Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files.
  • Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements.
  • Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts.
  • Places holds on accounts for uncollected funds.
  • Orders daily supply of cash and counts incoming cash.
  • Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports.
  • Processes incoming and outgoing collection items.
  • Processes branch daily insufficient checks online.
  • Orders customer checks and pays invoices.
  • Performs customer wire transfer services.
  • Processes forms received in person or by mail. Files forms.
  • Ability to effectively contribute to a positive team environment and work towards achieving goals.
  • Other duties can be as assigned.