Financial Analysts and Advisors jobs in Oklahoma

City National Bank and Trust

Job Description: Personal Banker

Department: Retail

Status: Full time

Equal Opportunity Employer

Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.

Responsibilities:

Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.

Develop and expand customer growth through daily prospecting and follow-up activities.

Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.

Effectively cross-sell and market bank products and services to customers and prospects.

Protect customer confidentiality and privacy while practicing branch security procedures.

Participate in daily branch operations, gaining proficiency in various areas of personal banking.

Actively log customer interactions and follow-ups into Synapsys with detailed notes.

Embody CNB’s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.

Qualifications:

Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus.

Proficiency with Microsoft products, general computer skills, and basic math skills.

Ability to work flexible or extended hours with consistent attendance and punctuality.

Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.

Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.

Education and Experience:

High School diploma or equivalent

Demonstrate alignment with City National Bank’s values and vision.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear.

Ability to lift/carry no more than 20lbs.

Ability to stand for the majority of the assigned work schedule.

Clear verbal communication and close vision with the ability to adjust focus.

Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.

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