Job Information
Dickinson Financial Corporation Retail Personal Baker II- FT Overland Park in Overland Park, Kansas
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.
Summary:
Personal Banker II associates are experienced personal bankers with proven success at building professional relationships with customers and potential customers to understand their financial needs and to deliver valuable products and services to meet those needs. Successful Personal Banker IIs are enthusiastic about delivering excellent customer service; understanding and promoting bank products to individuals and companies, including personal and business accounts and consumer loans; conducting accurate banking transactions in a fast-paced environment, and working with a team to achieve individual and group goals.
Principal Accountabilities:
Explains, promotes and/or sells bank products and services as identified through interviewing customers and prospects including consumer deposit and loan products, business deposit and loan products and treasury management products.
Conducts all aspects of account opening, including counseling and assisting customers advising and helping determine the type of account which will best meet the customer's needs and performing clerical duties to open all types of accounts.
Provides "fast, easy, and personal" consistent with Company customer service standards, including by resolving problems, building relationships, handling special requests, greeting customers in a friendly manner and making them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
Works closely with the Banking Center Manager to develop an actionable sales plan to exceed branch goals
Assists Banking Center Manager with inside and outside sales activities
Meets established sales targets consistently
Maintains up-to-date knowledge of all bank products and services
Processes bank transactions including receiving checks and cash for deposit, verifying deposit amounts and examining checks for proper endorsement, cashing of checks and paying out money after customer verification.
Communicates directly with customers in person, by telephone, or through correspondence regarding account inquiries and banking business.
Maintains up-to-date knowledge of any changes in regulations and legislation affecting the bank's products and services
Completes all documentation pertaining to the opening of an account, insuring that all information is correct and properly recorded per requirements
Keeps supervisor and management abreast of all situations that require special attention
Adheres to bank's compliance, security, and operational policies and procedures as well as financial loss standards
Maintains customer information in complete confidence
Has proven the ability to consistently meet or exceed established goals for the position
Shows ability to meet increased sales goals over those required of entry level position
Ability to work with more complex, high touch client relationships
Assists in training new associates
Excels at calling activities in and outside of the Banking Center
Leads calling activities for the banking center
Completes other specified duties as assigned
Regular attendance required, working at the work site during regular business hours and/or assigned hours
Minimum Qualifications:
3+ years in a customer facing role
2+ years sales experience
Cash handling experience; banking experience preferred
Strong customer service skills
Strong communication skills
Basic math and counting skills
Works well with others and is a dependable team member.
Independent thinking and problem solving skills
Excels at multitasking
Ability to organize and prioritize work
Working knowledge of common computer programs (i.e. Windows, MS Office, Email, etc.)
Ability to be NMLS licensed and registered
Position requires driving and candidates must have reliable vehicle, valid driver's license and motor vehicle insurance.
Preferred Qualifications:
- Credit and/or lending experience
Physical Requirements:
The work environment is typical of standard office and retail banking settings. The position is medium work, exerting up to 35 pounds of force occasionally, and worker sits often, including for customer meetings and computer work, but worker will frequently stand or walk throughout different areas of banking center and when conducting outside sales activities. Standing and walking may be required for sustained periods of time for moving from one work site to another both inside and outside the banking center and for conducting banking transactions. Periodic driving for outside sales activities. Reaching may be required involving extending arms in any direction. Office equipment, such as a computer and telephone will be used, requiring the use of hands and fingers to manipulate a keyboard or keypad. Visual ability to read a computer screen or written documents is necessary. Speaking ability to express or exchange ideas; impart oral information to customers, staff, or to the public; or convey detailed or important spoken instructions by means of the spoken word is required. Hearing is necessary to receive detailed information through oral communication.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, marital status, gender identity, national origin, ancestry, protected veteran or military status, disability, pregnancy, genetic information or any other characteristic protected by applicable law.
Armed Forces Bank and Academy Bank are equal employment/affirmative action employers. If you need accommodation for any part of the employment process because of a medical condition or disability, please send an e-mail to humanresources@dfckc.com or call 816-412-6081 to let us know the nature of your request.