Legacy Texas
Personal Banker I (Carrollton) (Finance)
The Personal Banker is a branch based sales position that is responsible for building relationships with clients by providing them with products and services to meet their ever changing needs, and accurately and efficiently processing and recording routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments, money transfers and other miscellaneous financial transactions.
The Personal Banker is a branch based sales position whose primary goal is to acquire, expand and retain client relationships. You will take a lead role in meeting the branch sales objectives. As a Personal Banker you proactively meet with clients face to face and over the telephone to discover their financial needs through effective profiling then provide product and service recommendations to both individual and small business clients. Personal Bankers are the financial liaison to clients while providing world class customer service.
You will be required to either register on (NMLS) National Mortgage Licensing System and Registry or re-register on NMLS and move your previous registration to LegacyTexas.
PRIMARY DUTIES & RESPONSIBILITIES :
PHYSICAL DEMANDS & WORK ENVIRONMENT :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
PREFERRED QUALIFICATIONS:
MINIMUM QUALIFICATIONS (EDUCATION, EXPERIENCE, & SKILLS) :
LegacyTexas is committed to diversity and inclusion and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.