Retail Personal Banker Associate

Unclassified - Glenview, IL

Full-time - Entry Level

Glenview, IL

About the position

The Retail Personal Banker role involves a comprehensive onboarding and education program lasting 6-10 weeks, which includes rotations in Operations and Sales & Service. The position focuses on building customer relationships, understanding financial needs, and providing tailored banking solutions while achieving sales goals and maintaining high customer satisfaction.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• 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.
• 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.
• 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.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Requirements

• Strong understanding of retail banking products and services.
• Excellent communication and interpersonal skills.
• Ability to build and maintain customer relationships.
• Sales experience, particularly in a consultative role.
• Knowledge of financial needs assessment techniques.

Nice-to-haves

• Experience in outside sales activities.
• Familiarity with CAMP and other marketing tools.
• Previous experience in customer service roles.