Personal Banker Job Rockford area,Illinois USA,Finance & Banking

Overview

Position:
Personal Banker.

Reports To:

Branch Manager. FLSA Classification:
Non-Exempt.

Position Summary

The Person al Banker will actively develop new relationships and expand existing customer relationships by delivering a high level of customer service and recognizing the financial needs of a client. This experienced banking professional is responsible for determining and meeting customers’ banking needs, cross-selling bank products, and proactively developing business for the Retail division while providing personalized banking services with superior customer service.

Primary

Responsibilities

Customer

Experience:

Provide internal and external customers with superior customer experience including friendly demeanor, a can-do attitude, and willingness to help whether on the phone or in person. Follow up with customers in a timely manner. Provide accurate information.

Deposit Accounts (New & Existing):
Assess customer needs by asking appropriate questions and building rapport; promote and cross-sell bank products and services that fit the customer’s needs with a solutions-based approach; open all types of new accounts (consumer and small business); follow up with clients on a regular basis to ensure onboarding and relationship building; prepare and compile new customer documentation to ensure accuracy and adherence to policy and procedure;

follow all compliance guidelines by informing clients of required disclosures; coordinate with Deposit Shared Services, eBanking, Quality Assurance, and BASE in resolving customer needs; perform account maintenance and close accounts upon customer requests.

Loan:
Assess customer needs by asking appropriate questions and building rapport; accept and close consumer loan products for clients in a timely manner; adhere to all loan policies and procedures.

Relationship Building:
Actively listen to clients to identify needs and offer solutions; refer customers to other lines of business or partners when needs are identified; follow up with clients in a timely manner; adhere to onboarding standards when appropriate; manage current portfolio by proactively reaching out and offering assistance.

Customer Service Requests:
Perform all consumer customer service requests including but not limited to wires, notary services, disputes, signature card changes, and online banking (mobile banking).

Sales and Referrals:
Meet and exceed established sales and referral goals by explaining and promoting bank and partner products and services.

General Office Duties:
Perform duties such as opening and closing the branch, answering the main branch line, adhering to branch standards, scanning, etc.

Training Support:
Assist in training needs of team members.

Operations Support:
Serve as a back-up on the teller line as needed.

Leadership Support:
Serve as the branch leader as needed.

Collaborative Projects:
Assist other staff members with projects as needed.

Confidentiality and Compliance:
Understand the confidential nature of the banking industry and adhere to company policies and procedures for protecting customers’ private information; maintain compliance with and adhere to all state and federal regulations and bank policies, including but not limited to Bank Secrecy Act, FACT Act, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.

Notes

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties and responsibilities may be added or modified as needed.

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