Consumer Banker III

Overview

Job Profile

Summary:

The Consumer Banker will work with existing Bank clients and prospect for new Bank clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.

Job Profile

Summary:

The Consumer Banker will work with existing Bank clients and prospect for new Bank clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.

• Perform necessary functions to open accounts and perform maintenance.
• Run a Teller drawer as deemed necessary by management.
• Support client engagement through active calling, client conversations, and follow up.
• Daily activities that align with The Bank Experience.
• Partner with appropriate internal constituencies to bring the appropriate level of expertise to the client, whether it is service or solution related.
• Ensure client follow-up calls are conducted in the proper time frame.
• Maintain all operational and risk management standards.
• Assist clients in transacting business within the branch, drive-thru, by phone and email.
• Model the way for peers and coworkers aligned with the Bank's Mission and Values.
• Adhere to all compliance and regulatory procedures.
• Track, report and communicate business results and activities to their FCM.
• Partner with the District Specialists to execute against retail strategies and objectives to attract, retain and grow core client relationships, fulfill clients' financial needs and provide a first-class client experience.
• Function as clients’ personal trusted advisor by adding value and building deep client relationships using the First Client Conversation Model.
• Participate and lead in the Bank Experience by being active in site center huddles and meetings to support sales and service activities.
• Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business to assist clients in meeting their financial needs.
• Provide digital assistance and service for clients establishing or needing support in utilizing the bank's online offering.
• Stay informed on all bank products, processes and procedures, especially the more complex ones.

Bank Financial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity).

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job:

• 3-4 years of experience in coaching and/or mentoring in a retail environment.
• 3-4 years of personal experience in sales and service with prior success in achieving sales and service goals in a retail environment.
• 3-4 years demonstrated prior success with achievement of performance goals.
• High school diploma or GED required.
• 4-5 years related experience and/or training; or equivalent combination of education and experience.

• Associate's or Bachelor's degree and/or equivalent banking work experience preferred.

At Bank Financial we believe great employees deserve great benefits. The best part is you can pick and choose which benefits are right for you. Full-time employee benefits include:

• Paid Time Off (vacation and sick time)
• Paid Holidays
• Bereavement Leave
• Jury Duty Leave

• Medical, Dental and Vision Insurance
• Critical Illness and Accident Insurance
• Hospital Indemnity Insurance
• Basic Life/AD&D and Voluntary Life/AD&D Insurance
• Short-Term and Long-Term Disability Insurance
• Health Savings Account
• Employee Assistance Program

• 401(k)

• Tuition Reimbursement Program

• All roles are incentive eligible with the exception of Co-Op, Intern or Student positions.

Final pay is determined using criteria such as qualification, experience, education, and skills. Bank Financial reserves the right to extend an offer based on this evaluation.

Keyword:
Consumer Banker