Personal Banker

Job Overview

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Employment Type

Full-time
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Compensation

Hourly
Range $20.00 - $26.50
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Work Schedule

Standard Hours
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Benefits

Medical
Dental
Vision
401(k) Plan
Company paid life insurance
short-term disability insurance
long-term disability insurance
Paid vacation
paid leave
Paid holidays

Job Description

Academy Bank is a reputable financial institution known for its strong commitment to delivering exceptional banking services and fostering long-term client relationships. As a full-service bank, Academy Bank offers a wide range of banking products and services tailored to meet the financial needs of both individuals and small businesses. By providing fast, easy, and personalized service, the bank aims to empower clients to achieve financial freedom and peace of mind. Academy Bank prioritizes maintaining a client-focused culture driven by integrity, professionalism, and teamwork, making it a preferred choice among banking customers seeking reliable financial solutions.

The Personal Banker role at Academy Bank is an exciting opportunity for enthusiastic and self-motivated individuals who excel at delivering outstanding client experiences. This role is primarily focused on building meaningful and professional relationships with both existing and potential clients to understand their unique financial goals and needs. As a cornerstone of the bank’s client service strategy, the Personal Banker is responsible for promoting a variety of banking products and services, including checking and savings accounts, credit cards, loans, and innovative digital banking platforms.

In this capacity, the Personal Banker will execute the account opening process with precision while ensuring regulatory compliance and safeguarding client information. The position involves working in a fast-paced environment where attention to detail, strong sales skills, and the ability to manage multiple priorities simultaneously are essential. Personal Bankers also collaborate closely with business partners and other departments within the bank to cross-refer products and maximize service opportunities, aiming to secure 100 percent of the client’s business.

Academy Bank offers the Personal Banker position as a full-time role with a competitive hourly pay rate ranging from $20.00 to $26.50 based on experience. Additionally, Personal Bankers are eligible for monthly incentive compensation tied to performance and achievement of established sales goals. The role includes comprehensive benefits for full-time associates, such as medical, dental, and vision coverage, a 401(k) plan, company-paid life insurance, short and long-term disability insurance, and paid time off including vacation and holidays.

Working as a Personal Banker at Academy Bank means embracing the bank’s mission, vision, and core values, also known as the Pillars of Success. The position requires continuous development through timely completion of monthly training, which covers bank regulatory requirements, policies, procedures, and compliance measures such as the Bank Secrecy Act and the Office of Foreign Assets Control. The role also demands ethical conduct, operational integrity, and strong communication skills to effectively resolve client concerns and support the overall banking center operations.

Successful candidates will be those who are customer-centric, digitally savvy, and committed to fostering an environment of trust and excellence. Personal Bankers serve as frontline ambassadors of the bank, ensuring every client interaction is positive and solution-oriented. With opportunities to grow professionally and contribute to a supportive team environment, this role is ideal for those passionate about helping clients achieve their financial goals while advancing their career in the banking industry.

Job Requirements

  • High school diploma, GED, or equivalent
  • Previous banking experience preferred
  • Minimum 6 months client service experience preferred
  • Minimum 6 months sales experience preferred
  • Minimum 6 months cash handling experience preferred
  • Ability to be NMLS licensed and registered
  • Ability to obtain a state notary license

Job Qualifications

  • High school diploma, GED, or equivalent required, associate degree or higher preferred
  • Previous banking experience preferred
  • Minimum 6 months in a client service experience role preferred
  • Minimum 6 months sales experience preferred
  • Minimum 6 months cash handling experience preferred
  • Ability to be NMLS licensed and registered
  • Ability to obtain a state notary license
  • Strong written and verbal communication skills
  • Strong attention to detail and ability to complete work accurately
  • Strong sales skills
  • Proficient in basic office skills and Microsoft Office suite

Job Duties

  • Provide fast, easy, and personal service consistent with company client service standards
  • Promote consumer and small business banking products and services using direct sales techniques
  • Achieve specific sales goals on daily, monthly, quarterly, and annual basis
  • Develop and maintain relationships with business partners to maximize opportunities
  • Open checking and savings accounts, process client transactions, and recommend other bank products
  • Demonstrate digital expertise by using and educating clients on digital banking platforms
  • Work closely with clients and business partners to refer products and services
  • Educate clients on banking services and resolve client concerns efficiently
  • Conduct operational tasks ethically and comply with regulatory requirements
  • Protect client information and follow company policies
  • Implement banking center operations procedures when delegated
  • Maintain knowledge of regulatory compliance and bank policies
  • Complete monthly training on regulatory requirements
  • Work assigned business hours and perform other specified duties as assigned

Job Criteria

Experience

No experience required


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