Associate Personal Banker

Full-time - Entry Level

Chicago, IL

Credit Intermediation and Related Activities

About the position

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The Associate Personal Banker position is an entry-level role within the Retail Banking Department. This non-exempt (hourly) role services the branch and provides professional customer service across both Teller and Banker functions.

Responsibilities

• Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved.
• Assist in customer issue resolution in-person or via phone, including performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• Collaborate with internal business units to ensure a cohesive customer experience tailored to individual needs.
• Utilize tools and resources to organize and analyze customer data to align customer needs to tailored recommendations for products and services.
• Provide teller services including balancing teller drawer, performing customer transactions, processing cash advances, depositing currency, ordering coin, and other teller services.
• Balance and replenish ATMs, including processing deposits and verifying currency in the machine.
• Perform banking functions including maintaining customer accounts, opening accounts, closing accounts, issuing official checks, and addressing customer inquiries.
• Participate in various customer service phone queues to service customers.
• Assist in performing opening and closing procedures of the branch as needed.
• Adhere to all company policies and procedures.
• Plan, prepare, and deliver a tailored sales presentation ensuring products and services are effectively presented to the customer.
• Identify and engage in sales conversations with customers and assist them in selecting banking products and services.
• Open accounts and recommend services to new and existing customers in-person and via phone.
• Meet or exceed assigned sales goals.
• Analyze and identify risks while conducting customer transactions.
• Utilize compliance and fraud training to respond and escalate suspicious activity.
• Participate in internal audits demonstrating an understanding of internal bank policies and procedures.

Requirements

• High School degree or equivalent required.
• Minimum six months of customer service/retail experience required.
• Ability to handle cash transactions and proficient in working with US currency.
• Must be professional and comfortable speaking with external and internal contacts.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats.
• Maintain credibility through professional demeanor, appearance, and presence.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills.
• Use sound professional judgment to balance the interests of the organization and customer.
• Cold calling sales ability, with assertive, positive, and persistent style.
• Proficiency with Microsoft 365 products and applications.
• Demonstrated ability to learn new systems and applications.
• Occasional travel to other First American Bank locations required.

Benefits

• Comprehensive training and professional development provided.
• Typically scheduled for a 36 - 40 hour work week with shifts between Monday through Friday 8:00 a.m. to 6:00 p.m. and Saturday 8:00 a.m. to 1:00 p.m.
• Additional hours may be required to participate in phone queues, after hour meetings, and call nights.
• Punctuality is required to maintain First American Bank's customer service standards.