Personal Banker

Profile

We are partnering with a great financial company to find a strong Personal Banker to join their team. This is a great opportunity you don’t want to miss out on so reach out to us today!
Location:
Tulsa, OK
Position:
Personal Banker
Responsibilities:
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
Maintain current knowledge and expertise on all business accounts, Treasury Management Products, Remote Deposit Capture, Lockbox and other bank products and services.
Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
Opens all new deposit accounts including: DDA, Savings, Now, Money Market, CDs and IRAs. Recommends and cross sells bank ancillary products to meet individual needs.
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Closing loans with customers, maintaining accuracy at closing.
Handles customer overdrafts and coordinates with Retail Support &/or Operations on collection process. Ensures compliance with bank policies and procedures.
Performs such other duties as may be assigned on either a permanent or temporary basis.
Other duties as assigned by manager
Requirements:
Degree in Finance or Accounting strongly preferred
1-3 years of experience in a similar role
Excellent attention to detail
Strong communication and organization skills
Ability to multi-task and prioritize
Why choose Addison Finance & Accounting?
Pay
: We negotiate high salaries using US Bureau of Labor Statistics
Benefits & Bonuses
: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses
Permanent Employment
: Many of Addison’s Finance & Accounting job openings lead to potential permanent employment
Connections
: You connect directly with hiring managers from renowned organizations
Options
: You are presented multiple employment options near your home
Professional Development
: You are provided hiring process advice, resume revision, and employment term negotiation
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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