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Academy Bank · 1 day ago

Intern-HR1300

Liberty, MO

Internship

Onsite

Intern

Academy Bank is dedicated to helping clients achieve financial freedom and peace of mind through personalized banking solutions. The Personal Banker role focuses on building relationships with clients, promoting banking products, and ensuring accurate account management while delivering exceptional client service.

BankingFinancial Services

Responsibilities

Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution

Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services

Achieves specific sales goals on a daily, monthly, quarterly and annual basis

Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business

Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans

Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels

Works closely with clients and business partners to refer products and services to other business lines

Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively

Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation

Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates

When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity

Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training

Protect all client and bank information confidentially and follow all company policies

Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success)

Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures

Working at the worksite during regular business hours and/or assigned hours

Other specified duties as assigned

Qualification

Sales techniquesClient relationship managementDigital banking expertiseRegulatory compliance knowledgeTeam collaborationProblem-solving skillsCommunication skills