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Financial Services Advisor

2 months ago

Lenexa, Kansas, United States HR Partners Full time
Company: HR Partners
Position: Personal Banker
Reports to: Branch Sales Manager
Classification: Full-Time, Non-Exempt
Schedule: Hours vary between 7:00am - 7:00pm Monday-Friday; 9:00am-1:00pm Saturday

Job Overview:
The Personal Banker plays a vital role in assisting both current and prospective clients with a range of banking products and services. This essential sales and service position is responsible for generating new business opportunities and enhancing customer relationships by effectively communicating the advantages of our offerings. Engages in proactive outreach and business development activities.

Key Responsibilities:
  • Demonstrates and promotes the advantages of banking products and services to both potential and existing clients to foster new business and strengthen current relationships.
  • Facilitates the opening of banking accounts, processes loan applications, addresses client inquiries, performs account maintenance, and guides clients through banking procedures.
  • Accountable for achieving designated branch sales targets.
  • Contributes to daily branch operations, which may include opening and closing procedures, vault balancing, maintaining internal records and audit logs, managing safe deposit box requests, performing teller duties as necessary, and executing other administrative tasks as required.

Qualifications:
  • High School Diploma or equivalent is required; some college education is preferred.
  • Minimum of one (1) year of customer service experience, including cash handling.
  • One (1) year of banking experience is strongly preferred.
  • Six (6) months of sales experience is preferred.
  • Proficient in the use of Microsoft Office Suite.
  • Ability to adapt swiftly to changes in procedures and technology.
  • Knowledgeable in processes and procedures related to consumer deposit and loan products.
  • Exhibits professionalism and composure; possesses strong sales acumen; contributes positively to a motivated team environment; adept at monitoring details and prioritizing tasks; goal-oriented mindset.

Core Competencies:
  • Commitment to company values, including Respect, Communication, Integrity, Initiative, and Accountability. High proficiency in customer focus, compliance, ethics, perseverance, and time management.
  • Role involves interaction with clients, which may be sensitive in nature, particularly during escalations. Skills in relationship building, motivation, influence, and training others are essential. Must maintain professionalism and composure in complex situations.

Physical Demands:
The physical requirements outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While executing job duties, the employee is regularly required to communicate verbally and audibly. The employee frequently needs to sit, stand, and walk. Some light physical effort is required, including the ability to lift up to fifty (50) pounds.

Travel Requirements:
Travel is primarily local during business hours, potentially covering shifts at various branches. Occasional evening travel may be necessary for training purposes.

Work Environment:
This position operates within a professional office setting. The role routinely utilizes standard office equipment such as computers, telephones, copiers, filing cabinets, and fax machines.

Note: Applicants must possess a clean driving record and successfully pass a drug screening and background check. Internal candidates must meet the minimum requirements of their current position and submit a cover letter and resume through the employee portal.

HR Partners is committed to providing equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, HR Partners complies with applicable state and local laws governing nondiscrimination in employment in every location where the company operates.