Customer Relationship Banker

2 weeks ago


Ada, Oklahoma, United States Vision Bank Full time
Job Overview

Vision Bank has proudly served the southeast Oklahoma community for over 120 years, fostering a strong sense of local pride and an unwavering commitment to our clientele. Our employees are our greatest asset, and we prioritize a healthy work-life balance, comprehensive benefits, and wellness incentives.

Position Summary

We are seeking a qualified individual to assume the role of Personal Banker I. This position entails delivering outstanding service to clients in a courteous and professional manner, gaining proficiency in Vision Bank's offerings, processing transactions with accuracy and efficiency, and adhering to all company and industry regulations. This role presents an exciting opportunity to thrive in a vibrant and fast-paced setting, accompanied by a competitive salary and benefits package.

Key Responsibilities

As a Personal Banker, you will:

  • Provide exceptional service to foster, expand, and maintain long-term relationships with individual and small business clients.
  • Make a meaningful impact on clients' financial journeys by understanding their needs and offering tailored products and services.
  • Collaborate with a supportive team that encourages your growth and celebrates your achievements.
  • Engage in continuous learning through exposure to diverse financial scenarios and partnerships across various business lines.

Daily Activities

  • Execute transactions efficiently while building rapport with clients and identifying opportunities to assist them in achieving their financial objectives.
  • Manage customer requests and priorities with a focus on delivering exceptional service.
  • Work collaboratively with different departments to fulfill client needs.
  • Maintain comprehensive knowledge of all banking products and services, ensuring compliance with policies and regulations.
  • Embrace ongoing learning through interactions with various teams within Vision Bank.

Required Skills and Qualifications

Technical Proficiency: Proficiency in navigating various applications and educating clients on banking technology is essential. Basic math skills are necessary, although much of the work is automated.

Communication Skills: Daily interactions with clients and colleagues require empathy and emotional awareness.

Attention to Detail: Adhering to banking standards and recognizing when to escalate issues is crucial in a fast-paced environment. Accuracy and follow-through are vital components of this role.

Education and Experience: A high school diploma or equivalent is required, along with 1-2 years of experience in customer service or cash handling preferred.



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