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Fuse3 Solutions

Personal Banker

Career Insights for Personal Banker

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Based on Oklahoma data

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What they do

A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.

$70,184 / year median in Oklahoma

-5% projected decline

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Job Description

Personal Banking Associate (Part-time)
POSITION SUMMARY
This role provides front-line support across both teller operations and personal banking services in a high-volume financial institution. The ideal candidate will deliver exceptional customer service while driving business growth through relationship-building, product recommendations, and seamless transaction processing. The position requires a friendly, goal-oriented individual who thrives in a customer-centric and fast-paced environment.
RESPONSIBILITIES AND DUTIES
Deliver a welcoming, personalized experience to customers through in-person service and product guidance. Assist clients with deposits, withdrawals, and loan application processing, ensuring accuracy and compliance with bank procedures. Open and maintain checking, savings, and loan accounts while advising clients on suitable financial products. Manage cash drawers with accuracy and efficiency, following internal controls and balancing procedures. Handle transaction processing in a timely manner while resolving discrepancies and ensuring customer satisfaction. Cultivate client relationships by identifying financial needs and referring appropriate products or services. Support business development by initiating contact with prospective clients through referrals and networking. Respond to customer questions or concerns with professionalism and timely follow-up. Collaborate with banking center staff to meet team goals and maintain smooth branch operations.
REQUIRED SKILLS AND ABILITIES
At least 1 year of sales experience in a goal-driven or service-based setting, with a proven track record of exceeding performance targets. Minimum of 6 months handling cash or operating a Point of Sale system in retail, hospitality, or similar environments. Willingness to obtain Notary Public credentials (bank-sponsored). Demonstrated ability to build local relationships and drive referrals through community engagement. Comfortable working in a collaborative team environment. High ethical standards, attention to detail, and strong work discipline. Proficient in Microsoft Office tools such as Outlook, Excel, and Word. Positive, engaging personality with confidence and enthusiasm in client interactions.
PREFERRED SKILLS
Prior banking or financial services experience with a working knowledge of account types and financial products. Bilingual proficiency in Spanish (verbal and written) is highly desirable.
HOURS OF OPERATION
Regular hours: Monday-Friday, 7:15 a.m.•6:15 p.m.; Saturday, 8:45 a.m.•1:15 p.m. Flexibility required for rotating Saturdays and occasional weekends.
COMPENSATION
Salary range for this position is $18•19 / HR , depending on background and experience. To apply, please visit www.fuse3solutions.com. #adm #IND123