Consumer Banker II
2 months ago
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written
If you are interested and qualified for this role, we invite you to apply.
Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.
Essential Functions/Responsibilities
- Perform necessary functions necessary to open accounts, perform maintenance.
- Run a Teller drawer as deemed necessary by management
- Support client engagement through active calling, client conversations, and follow up.
- Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:
- Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related
- Ensure client follow up calls are conducted in the proper time frame.
- Maintain all operational and risk management standards
- Other duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email.
- Model the way for peers and coworkers aligned with First Financials Mission and Values.
- The CB is responsible for adherence to all compliance and regulatory procedures.
- Partner with the District Specialists to execute against retail strategies and objectives to attract, retain and grow core client relationships, fulfill client's financial needs and provide a fIRST Class
- Client Experience.
- Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
- Participate and lead in the First Financial Bank Experience by being active in site center huddles and meetings to support sales and service activities.
- Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business in an effort to assist clients meet their dedicated financial needs.
- Provide digital assistance and service for clients establishing or in need of support in utilizing the bank's online offering.
- Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex.
- 3-4 years client service experience in a retail environment.
- 3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment.
- High school diploma or general education degree (GED) is required.
- May obtain notary authorization
- Possesses a strong level of bank product knowledge and solid sales skills.
- Associate's or Bachelor's degree is preferred and/or an equivalent combination of education and work experience in sales preferred.
- Ability to serve a wide variety of client needs according to bank policy and procedures.
- Ability to lead teams as needed.
- Works with limited supervision.
- Follows established guidelines.
- Applies guidelines with proficiency.
- Collaborates with senior role or Supervisor.
- Uses subject-matter expertise to advise others.
- Supports the management needs for the FCM
- Occasionally lifts and carries up to 50 lbs.
- Frequently lifts and carries up to 10 lbs.
- Frequently sits, stands, walks and drives
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
- Client Conversation Workshop
- Transaction Processing & Regulatory Understanding
- Consumer Banking Certification: Business Management Tool
- Consumer Deposit Certification: Regulatory, Risk, Legal & Fraud
- Consumer Lending Certification: Loan Application and Communication
- Consumer Lending Certification: Regulatory, Risk, Legal & Fraud
- Consumer Deposit Certification: Estates, Trusts & Power of Attorneys
- Consumer Lending Certification: Understanding Credit Reporting, DTI, T-Chart
- Consumer Lending Certification: Understanding Underwriting & Processing
- Consumer Lending Certification: Understanding Tax Returns, Financial Statements & Schedules
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
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