Personal Banker I/II/III - (Shea Branch)
Mutual of Omaha 198 reviews - Scottsdale, AZ

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Mutual of Omaha Bank is quickly becoming a national leader in the banking industry and we're looking for talented individuals to help us grow. With approximately $5 billion in assets, Mutual of Omaha Bank has full-service locations in Nebraska, Colorado, Arizona, Nevada and California and operates loan production offices in Texas, Iowa, Kansas and Florida. By combining our trusted name and financial strength with a community banking approach, we're uniquely positioned for continued growth and success. If you're looking to take your career to the next level, Mutual of Omaha Bank is the place for you.

Personal Banker I/II/III - Shea Branch

Basic Functions:
Sells multiple financial services to new and existing customers with the objective of attaining branch and personal sales and service goals. Provides professional, courteous and efficient customer service.

Essential Job Functions:
Develops new customer relationships and expands existing customer relationships through the sale and cross-sale of banking products and services by assessing the customer's needs and determining which financial products and services can best satisfy those needs. The goal is to gain 100% of the customers' financial business and sales are at or above the performance standards established
May assist potential and current customers with retirement planning services and products
May participate in community and/or outside sales events to support the branch/market
Completes consumer loan applications and submits to central underwriting for approval
Conducts loan closing once approval is obtained
Contacts prospective and current bank customers to solicit new business to meet specific goals in order to expand retail bank services
Ensures all accounts are opened and loan documents are completed in accordance with established policies and procedures, proper records are maintained accurately and information is entered on appropriate systems and routed to appropriate departments. Achieve compliance certification and use knowledge of compliance/CRA regulations in day to day activities
Maintains a working knowledge of bank/branch goals, policy and procedural expertise of deposit and non-deposit products and services, and all current marketing and advertising campaigns

** Note: This position is posted in a job family. Placement into certain level is determined by skill set and previous experience**

Must have previous banking experience.
Must be knowledgeable and proficient with all retail deposit accounts, services and related programs, (i.e. internet banking, phone, etc.)
Excellent verbal and written communication skills
Strong customer service and relationship building skills
Ability to listen and uncover customer needs
Strong problem solving and analytical abilities
Solid technical skills (Word, Excel and other job related programs)
Must be eligible and meet the requirements under the S.A.F.E. Act.

Physical Requirements for the Essential Job Functions

Key-boarding/Writing/Pinching (working primarily with fingers) > 66% of the time
Handling (working primarily with hands such as grasping, turning, sorting) 1-33% of the time
Sitting > 66% of the time
Standing/Walking 1-33% of the time

Bending/Stooping 1-33% of the time

Talking (required use of voice) > 66% of the time
Near Vision - Visual Acuity at 20 inches or less > 66% of the time
Far Vision - Visual Acuity at 20 feet or more 1-33% of the time
Hearing > 66% of the time

Travel 1-33% of the time

Lifting/Carrying at 10-19 lbs, 1-32 reps per day / or 1-33%

Pushing/Pulling at 10-19 lbs, 1-32 reps per day / or 1-33%

Mutual of Omaha Bank is an Equal Opportunity Employer

About this company
198 reviews
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