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Client Representative

2 months ago

Libertyville, United States BankFinancial Full time

Job Descriptions:

Summary: Builds Customer relationships and recognizes opportunities by making quality referrals to internal departments of the bank. Meets the Banks business objectives of cross selling products and services and increasing the market share of the branch. Opens, maintains, and closes deposit accounts. Actively promotes BankFinancial. Level to be determined based on skills and experience.

Essential Duties and Responsibilities

+ Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management.

+ Maintains updated Bank product knowledge including all loan, IRA and safe deposit box products and services.

+ Meets or exceeds all established sales goals assigned by identifying the needs of potential and existing customers, offering appropriate products and services, and referring qualified clients.

+ Efficiently and professionally responds to all customer inquiries, send necessary tasks, research transactions and resolve problems in order to address customer concerns in a timely manner.

+ Participates in and is responsible for completing assigned quality customer calls for all Branch Calling Campaigns. Completes all calls by the established deadline.

+ Participates in Bank events, trade shows, Bank sponsored events and community events before, during and after hours as scheduled. As assigned, position may involve regular outside representation and sales activities including calling on businesses, organizations, civic and community leaders.

+ Performs the opening, maintenance and closing of accounts including IRA products and safe deposit boxes.

+ Obtains and verifies new customer information to establish new account relationships. Complies with USA PATRIOT Act.

+ Performs teller responsibilities; accepts deposits and processes all required account transactions. Maintains and balances a cash fund.

+ Adheres to the Cash Difference/Occurrence Policy and all reporting requirements. This includes timely resolution of out-of-balance discrepancies.

+ Sets priorities and manages time in order to complete all tasks, reports and customer follow up on time while ensuring accuracy and thoroughness.

+ Completes loan closings for home equity loans.

+ May perform duties and responsibilities of an NMLS registered employee by taking applications for residential mortgage loans.

+ May be required to open and close the branch while adhering to all security policies.

+ May be required to approve transactions within assigned authority level while ensuring that Banks policies/procedures and security procedures are being followed.

+ Manages the daily activities of the safe deposit vault area including entry, delinquency/late payments, agreements, opening/closing boxes, and key accounting and issuance.

+ Interacts with various Bank departments to resolve tasks.

+ Participates in and attends all scheduled branch sales/operational and team building meetings.

+ Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.

+ Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.

+ Completes all Bank required training.

+ Maintains continuous program for self-improvement by attending educational workshops and reviewing professional publications.

BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)

Required Experience:

+ High school diploma or general education degree (GED)

+ At least one year of previous banker and/or Bank teller experience

+ Strong understanding and knowledge of bank products and services

+ Previous sales experience

Keyword: Client Representative

From: BankFinancial