Description The Personal Banker Associate has responsibilities as both a Teller and a Personal ... Successful sales record in a retail banking environment; with knowledge of bank services and ...
Description The Personal Banker Associate has responsibilities as both a Teller and a Personal ... Successful sales record in a retail banking environment; with knowledge of bank services and ...
... associates. More information can be found at #LI-JW2 Qualifications: Bachelor's Degree and 6 years of experience in Financial Services Relationship Management, Retail Banking, Private Banking or ...
... associates. More information can be found at #LI-JW2 Qualifications: Bachelor's Degree and 6 years of experience in Financial Services Relationship Management, Retail Banking, Private Banking or ...
... associates. More information can be found at #LI-JW2 Qualifications: Bachelor's Degree and 6 years of experience in Financial Services Relationship Management, Retail Banking, Private Banking or ...
... associates. More information can be found at #LI-JW2 Qualifications: Bachelor's Degree and 6 years of experience in Financial Services Relationship Management, Retail Banking, Private Banking or ...
Sr Commercial Banker
Scottsdale, AZ · On-site
Develops less experienced commercial banking associates through delegation of duties, oversight of ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Sr Commercial Banker
Scottsdale, AZ · On-site
Develops less experienced commercial banking associates through delegation of duties, oversight of ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Develops less experienced commercial banking associates through delegation of duties, oversight of ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Develops less experienced commercial banking associates through delegation of duties, oversight of ... Physical Requirements The work environment is typical of a standard office or retail banking ...
Sales, previous banking Skill(s): Financial literacy, Knowledge of retail banking products and ... associates. More information can be found at Qualifications: High School Diploma or GED and 6 ...
Sales, previous banking Skill(s): Financial literacy, Knowledge of retail banking products and ... associates. More information can be found at Qualifications: High School Diploma or GED and 6 ...
Sales, previous banking Skill(s): Financial literacy, Knowledge of retail banking products and ... associates. More information can be found at Qualifications: High School Diploma or GED and 6 ...
Sales, previous banking Skill(s): Financial literacy, Knowledge of retail banking products and ... associates. More information can be found at Qualifications: High School Diploma or GED and 6 ...
Bank Sales & Service Representative(Universal Banker/Teller)
$15.75 - $19.75/hr
Sales, previous banking Skill(s): Financial literacy, Knowledge of retail banking products and ... associates. More information can be found at Qualifications: High School Diploma or GED and 6 ...
Bank Sales & Service Representative(Universal Banker/Teller)
$15.75 - $19.75/hr
Sales, previous banking Skill(s): Financial literacy, Knowledge of retail banking products and ... associates. More information can be found at Qualifications: High School Diploma or GED and 6 ...
Associate Banker
Phoenix, AZ · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Phoenix, AZ · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Bank Sales & Service Representative(Universal Banker/Teller)
$15.75 - $19.75/hr
Sales, previous banking Skill(s): Financial literacy, Knowledge of retail banking products and ... associates. More information can be found at Qualifications: High School Diploma or GED and 6 ...
Bank Sales & Service Representative(Universal Banker/Teller)
$15.75 - $19.75/hr
Sales, previous banking Skill(s): Financial literacy, Knowledge of retail banking products and ... associates. More information can be found at Qualifications: High School Diploma or GED and 6 ...
Associate Banker
Scottsdale, AZ · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Scottsdale, AZ · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Gilbert, AZ · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Gilbert, AZ · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Tucson, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...
Associate Banker
Tucson, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...
Associate Banker
Phoenix, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...
Associate Banker
Phoenix, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...
Associate Banker
Glendale, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...
Associate Banker
Glendale, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...
Associate Banker
Cave Creek, AZ · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Cave Creek, AZ · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Associate Banker
Tolleson, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...
Associate Banker
Tolleson, AZ · On-site
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...
... Retail Banking, Private Banking or Wealth Management, including coaching and sales management. OR ... associates. More information can be found at #LI-JW2
... Retail Banking, Private Banking or Wealth Management, including coaching and sales management. OR ... associates. More information can be found at #LI-JW2
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice ...
Retail Banking Associate information
What does a Retail Banking Associate do?
What are the key skills and qualifications needed to thrive as a Retail Banking Associate, and why are they important?
What is the difference between Retail Banking Associate vs Customer Service Representative?
| Aspect | Retail Banking Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma; some roles may prefer banking certifications | High school diploma or equivalent; customer service experience beneficial |
| Work Environment | Bank branches, financial institutions | Call centers, retail stores, bank branches |
| Employer & Industry Usage | Financial institutions, banks | Various industries including banking, retail, telecom |
| Common Search & Comparison | Yes | Yes |
The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.
What are some common challenges Retail Banking Associates face when assisting customers, and how can these be managed effectively?
Full-time
Posted 2 days ago
MidFirst Bank rating
8.0
Based on 22 frontline employees who took The Breakroom Quiz
71st of 170 rated banks
Job description
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker. The Personal Banker Associate must efficiently process a variety of customer transactions, generate business and deepen relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed.
Duties will include, but are not limited to, the following:
- Greet customers and facilitate a welcoming and customer-focused environment
- Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
- Build and maintain relationships with customers to help identify financial products and services that meet their needs
- Promote financial products and services
- Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
- Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
- Generate new business and expand relationships with current customers through networking and Centers of Influence
- Respond to customer inquiries and concerns and create positive solutions
- Support other employees as needed
Required Skills:
- Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals
- Minimum 6 months of cash handling, processing of transactional payments, and/or point of sale experience in a retail sales or service environment and/or previous banking experience
- Ability to generate referrals including making on-site visits with local businesses
- Ability to work effectively as a team member and with customers.
- Strong work ethic and high integrity
- Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
- Friendly, outgoing, assertive, confident, and enthusiastic personality
- Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank's expense
Preferred Skills:
- Successful sales record in a retail banking environment; with knowledge of bank services and products.
- Bilingual (fluent verbal and written Spanish) skills
Physical Requirements:
This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.
MidFirst Banking Center Hours of Operation:
- Standard Hours: Monday - Friday from 9:00 a.m. - 6:00 p.m. and Saturday from 9:00 a.m. to 1:00 p.m.
Shift differential is available for certain hours - $5/hr for Monday through Friday from 5:00 p.m. - 6:00 p.m., Saturday's from 12:00 p.m. - 1:00 p.m. - Candidates must be available to work weekend hours.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
What MidFirst Bank employees say
Pay
Benefits
Hours and flexibility
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About MidFirst Bank
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Oklahoma City, OK, US
Year founded
1982