5 Personal Banker Jobs in Bryan, TX
Guaranty Bank & Trust is Hiring a Personal Banker Near Bryan, TX
Job Duties:
- Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
- Taking ownership of the customer experience including on-boarding and resolving service issues
- Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer's financial priorities
- Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies
- Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs
- Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank
- Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier's checks
- Complying with privacy policies and procedures to maintain customer confidentiality and information protection
- Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures
- Completing and passing all required regulatory compliance training as assigned
- Perform any additional duties and tasks assigned by management
- Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives
- Excellent communication skills that build customer relationships based on trust
- Strong critical thinking and problem-solving skills to meet our customer's needs
- Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change
- Ability to collaborate with others to achieve shared goals
- Proficient in Microsoft Office
- Ability to work location hours, including some weekends and evenings
- High school degree or higher- preferred
- Minimum of six months' previous banking or customer service experience
- Minimum of six months' cash handling experience.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Job Summary
Full Time
$76k-103k (estimate)
06/15/2024
07/03/2024
gbtonline.com
OAKLAND, TN
50 - 100
1943
JOHN LUKE
$10M - $50M
Banking
Related Companies
About Guaranty Bank & Trust
Since 1943, Guaranty Bank & Trust Company has been serving the Delta as a locally owned and operated institution. Our philosophy has always been to provide the best in banking products along with personal, quality customer service. Guaranty Bank is proud of its involvement in the areas we serve. Our goal is to be a responsible member of our local communities. We strive, through our actions and the involvement of our employees, to be a leader in the economic development of the communities we serve. Guaranty Bank offers a full range of personal and business services. We offer various types of ch...ecking and savings accounts as well as loans and investment services. We pledge to offer the most up-to-date banking services and products with the personal attention you deserve. Guaranty Bank's mission is to set the standard in our communities for excellence in financial service products and their delivery, to strengthen the communities we serve, and to help improve the quality of life in those areas while realizing the greatest benefit for our shareholders, employees and customers.
More
Show less
The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
12/13/2021: Salt Lake City, UT
Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
12/09/2021: Pocatello, ID
Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
02/14/2022: Macon, GA
The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
01/16/2022: Nassau, NY
At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
02/14/2022: Saint Paul, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
12/08/2021: Lima, OH
Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
01/03/2022: Appleton, WI
Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
01/01/2022: Memphis, TN
Provides knowledge of financing, loans, and personal banking.
01/23/2022: Youngstown, OH
A personal banker may refer his clients to other bank experts.
03/04/2022: Fayetteville, NC
Step 3: View the best colleges and universities for Personal Banker.
