LombardRecruiter Since 2001
the smart solution for Lombard jobs

Retail Personal Banker I

Location: Lombard
Posted on: February 25, 2021

Job Description:

GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus onacquiringnewhouseholdsand/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible forprocessingtellertransactionsas well as working as a member of the platform staff.




ESSENTIAL DUTIES & RESPONSIBILITIES:




Sales/Goals Function:


o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term 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 Establish close working relationships with assigned Business Partners (Mortgage, Business Banking Officers and Investment Executive), referring customers when appropriate to provide timely, holistic financial solutions.


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


o Provide guidance to Customer Service Representatives with respect to the sales and service 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 Facilitate opening and/or closing procedures as a member of the platform staff as necessary.


o Work with the Financial Center Manager and/or Customer Service Manager, to maintain efficient branch operations.


o Process teller transactions and maintain a personal balancing record that is in line with policy. (Time spent on the CSR line will vary between 25%-60%, depending on branch staffing model and/or need.)




SUPERVISORY RESPONSIBILITIES: None.


Keywords: , Lombard , Retail Personal Banker I, PR / Public Relations , Lombard, 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


Wealth Management Advisor
Description: font face Arial GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve (more...)
Company:
Location: Chicago
Posted on: 02/25/2021

Preferred Program Specialist
Description: font face Arial GENERAL FUNCTION: A sales position responsible for the acquisition, growth, and retention of the Financial Center''s customers, with specific focus on our Preferred Program customers (more...)
Company:
Location: Niles
Posted on: 02/25/2021

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: Chicago
Posted on: 02/25/2021


Wealth Management Advisor
Description: font face Arial GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve (more...)
Company:
Location: Wilmette
Posted on: 02/25/2021

Personal Banker Associate - LaGrange
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: LAGRANGE PARK
Posted on: 02/25/2021

Investment Executive
Description: font face Arial GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial (more...)
Company:
Location: Lake Forest
Posted on: 02/25/2021

Wealth Management Advisor
Description: font face Arial GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve (more...)
Company:
Location: Westmont
Posted on: 02/25/2021

Retail Personal Banker I - Express
Description: font face Arial GENERAL FUNCTION: Retail Personal Banker I - Express is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers (more...)
Company:
Location: Niles
Posted on: 02/25/2021

Commercial Mid Corporate RM III
Description: font face Arial GENERAL FUNCTION: Manage the bank AElig s relationship with a sizable existing portfolio of bank customers with a mid level 500M-2B financial base and strong asset base throughout (more...)
Company:
Location: Chicago
Posted on: 02/25/2021

Tax Assistant
Description: Adecco, a division of the world leader in the recruitment of office and finance professionals is currently recruiting for a Tax Assistant position in the Chicago, IL. area. This is a contract opportunity. (more...)
Company:
Location: Chicago
Posted on: 02/25/2021

Log In or Create An Account

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

Lombard RSS job feeds