Banker, Banking & Finance

Job Profile Summary

The Preferred Banker is responsible for developing, defining, and executing the Bank's strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships.

Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through the Bank's products, with a wide array of banking and investment services.

• Actively manages client relationships, acting as the first point of contact for assigned client relationships, and serves as the client s personal advocate across the organization by identifying client needs and developing personalized plans, analyzing information, defining goals, and building a strategy to make recommendations.
• Drive and build trust through timely and relevant communication, document progress, execute efficiently, and deliver on the established plan with the client.
• Develop strong business relationships with key partners (i.e. Yellow Cardinal), deepen client relationships, identify new opportunities, and make introductions and referrals to appropriate partners.
• Leverage internal partners, external contacts, and centers of influence as sources for new client opportunities within the assigned District(s) and Region.
• Integrate into the community and develop outside sales opportunities by participating in community groups and supporting site-specific events open to the community.
• Maintain proficiency in product knowledge and comprehensive solutions involving deposit, credit, and investment components.
• Set calling strategies within the Region to follow up on leads and establish opportunities that drive new connections and clients, anchored with a core checking or operating account.
• Participate in bank marketing and sales promotions; contribute to initiatives and programs aligned with the organization s priorities.
• Maintain compliance with all bank, loan, and regulatory guidelines and policies.
• Be the point of contact for local bankers, specialists, and partners, providing coaching and knowledge on how a Preferred Banking relationship benefits clients and business owners.
• Develop and maintain the book of client relationships as the primary connection and advocate for clients and business owners by listening, educating, advising, and guiding them toward financial goals.
• Other duties as assigned.

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

• 3-5 years experience in banking and/or in the financial services industry working with clients.
• 3-5 years sales and service experience with prior success in achieving sales and service goals related to working with customers within the Bank.
• Bachelor s Degree or equivalent experience.
• Demonstrated strong product knowledge related to banking products, services, and credit solutions for consumer clients.
• Familiarity with financial planning, investment products, and wealth solutions.
• Excellent interpersonal, verbal, written communication, organizational, and time management skills.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Ability to work well independently with limited supervision and in a team environment.

• Desire to pursue professional financial designation (FPQP, CFP, CWS, ChFC, etc.).

Bank Financial offers a comprehensive benefits package for full-time employees, with options to select which benefits are right for you.

• 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
• Flexible Spending Account
• Employee Assistance Program

Retirement Savings: 401(k)

• 401(k)

Tuition Assistance

• Tuition Reimbursement Program

Incentive Eligibility

• 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.