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Oak Bank Introduction

At Oak Bank, we redefine business banking with a personal touch. We believe every client deserves a partnership tailored to their unique needs. Our dedicated team is committed to driving client success through innovative, customized banking solutions.

What sets us apart? It’s our people. When you join Oak Bank, you’ll collaborate with passionate bankers and financial experts focused on meaningful client relationships and enriching the communities we serve. Explore exciting career opportunities with Oak Bank and be part of a team that’s anything but ordinary

Position Overview

The Personal Banker is responsible for acquiring, expanding, and enriching client relationships, while providing service in an exceptional manner. They educate clients about their financial choices, as a trusted advisor. They demonstrate knowledge of financial services and products, including all deposit accounts and all electronic banking products.

Position Responsibilities

• Maintains a high degree of knowledge in all bank programs, ensuring quality service and accuracy is delivered to all clients.
• Educates clients about their financial choices by understanding needs and recommending appropriate financial products and services.
• Provides deposit account and consumer loan services to clients.
• Educates clients about self-service options, such as Internet Banking and Bill Pay services
• Demonstrates initiative to proactively identify issues and help problem solve and implement solutions.
• Provides consistent follow through.
• Takes responsibility for retaining client relationships.
• Embraces change by anticipating and supporting banking strategies and goals.
• Meets expected service levels for availability, wait time and accuracy.
• Consistently demonstrates all expected service and sales behaviors.
• Exhibits regular and predictable attendance and flexibility in daily schedule to provide lobby coverage.
• Desire to help develop and write procedures and willingness to train/coach others.
• Maintains awareness of legal requirements and best practices, adhering to established bank policies and procedures to mitigate risk.
• Flexible to cover other activities as needed to drive toward our vision and fulfill our mission as a Client Service team and organization.

Position Qualifications

• At least 3 years of prior client service and sales experience in a professional setting.
• Supervisory experience preferred or willingness to grow into a supervisory role.
• Previous retail financial sales experience strongly preferred.
• Prior Fiserv core and Business Process Manager (BPM) account opening platform experience preferred.
• Consumer and Home Equity lending experience preferred.
• Knowledge of fundamental demand deposit, savings and certificates concepts and practices.
• Ability to interpret savings instruments policies and procedures.
• Exceptional client service skills.
• Excellent interpersonal skills to include strong verbal and written communication skills.
• Demonstrates analytical, accuracy, and problem-solving skills in a strong client service environment.
• Excellent attendance and dependability.
• Proficient at Microsoft programs and banking software.

Work Schedule

Work is performed in an office environment. Hours of work are generally during regular business hours of Monday – Friday, 8:00 am – 5:00 pm. There may be some variation in work hours due to special projects and/or deadlines.

Note: This position description is not all-inclusive and may be amended in accordance with business needs. We are an equal opportunity workplace. We consider all qualified applicants without regard to race, color, age, religion, sex, national origin, disability status, veteran status, sexual orientation, gender identity, marital status or other characteristic protected by law.