ElginRecruiter
the smart solution for Elgin jobs

Retail Personal Banker Associate

Location: Elgin
Posted on: April 22, 2018

Job Description:

GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family.





ESSENTIAL DUTIES & RESPONSIBILITIES:


. Sales/Goals Function:


o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.


o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.


o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.


o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.


o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.


o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.


o Provide guidance to CSRs with respect to the sales and referral process.


. Customer Service:


o Promote customer satisfaction with a friendly, helpful demeanor and professionalism.


o Act with confidence by answering customer questions and owning customer issues.


o Maintain a position of trust and responsibility by keeping all business confidential.


o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.


. Bank Operations:


o Adhere to established policies and procedures while opening/servicing the full range of Retail products.


o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.


o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.


o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.





SUPERVISORY RESPONSIBILITIES: None.


Keywords: , Elgin, Retail Personal Banker Associate, PR / Public Relations, Elgin, Illinois

Click here to apply!

Didn't find what you're looking for? Search again!


I'm looking for
in category
within


Other PR / Public Relations Jobs


CSR / Teller - Des Plaines BC - Full Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Des Plaines
Posted on: 04/23/2018

Commercial Relationship Manager IV
Description: font face Arial GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least (more...)
Company:
Location: Chicago
Posted on: 04/22/2018

Retail Personal Banker - Regional Banker
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Matteson
Posted on: 04/22/2018


Executive Assistant I
Description: font face Arial GENERAL FUNCTION: Reserved for use for executive assistants supporting senior executives in the C or D band who are direct reports to an Affiliate President or to a senior executive (more...)
Company:
Location: Chicago
Posted on: 04/22/2018

Retail Personal Banker
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Gary
Posted on: 04/22/2018

Private Banker II
Description: font face Arial GENERAL FUNCTION: Serves as a banking specialist for client relationships typically with more than 500,000 in investable assets. Provides deposit and lending expertise while collaborating (more...)
Company:
Location: Chicago
Posted on: 04/22/2018

Mortgage Processor III
Description: font face Arial br p font face Arial GENERAL FUNCTION: Performs a wide range of duties related to the processing and underwriting of residential mortgage loans. These duties are both file and (more...)
Company:
Location: Oak Lawn
Posted on: 04/22/2018

Retail Personal Banker Associate
Description: font face Arial GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales amp Service. There will be a certification (more...)
Company:
Location: Elgin
Posted on: 04/22/2018

Payments Research & Analysis Manager
Description: font face Arial GENERAL FUNCTION: The Manager for Payments Research amp Analysis will be the strategic leader responsible for primary payments research initiatives to identify, measure, and communicate (more...)
Company:
Location: Chicago
Posted on: 04/22/2018

Community Development Rel Manager II
Description: font face Arial GENERAL FUNCTION: Cultivate external relationships in the assessment area that contribute to Affiliate CRA performance and business objectives, including brand identification. Collaborate (more...)
Company:
Location: Chicago
Posted on: 04/22/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

Get the latest Illinois jobs by following @recnetIL on Twitter!

Elgin RSS job feeds