Personal Banker I

2 days ago

Rockford, United States Foresight Financial Group Full time

To see specific benefits offered by Foresight Financial Group, Inc. and its subsidiary banks, please visit the following link: Foresight Financial Group, Inc. - Career Centers.

Organization Overview:

Northwest Bank opened its first office in Rockford in 1972. Our founders had a vision of providing the Rockford area with community banking services that customers could depend on. Northwest Bank of Rockford is a subsidiary bank of Foresight Financial Group, Inc.

To be a successful Team Member an individual should contribute to and promote the organization's culture by championing the organization's goals and mission to be a high performance community bank. A commitment to the organization's shared values of Respect, Enthusiasm, Caring, Integrity, Teamwork, and Expertise is apparent in everyday actions, communication, and decision making process, and the Team Member actively contributes to creating a positive working environment for all Team Members.

Position Summary:

An experienced banking professional responsible for determining and meeting customer's banking needs, cross-selling bank products, and proactive business development calls. Provide personalized banking services with superior customer service.

Primary Responsibilities:

  1. Evaluates needs of potential customers and offers appropriate financial products and services.
  2. Prepares and compiles new customer application, information, and documents in compliance with Customer Information Privacy standards to open new accounts including checking, savings, money market, Certificates of Deposits, IRAs, loans, credit cards and safe deposit boxes.
  3. Ensures completeness of loan documentation on new account set-up.
  4. Oversees timely closing and funding of loans as well as renewal of maturing loans.
  5. Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business by utilizing the Customer Profile Sheet and Customer Contact Process to ensure proper follow up with new and existing customers.
  6. Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity.
  7. Responds to customer inquiries and requests regarding account.
  8. Completes necessary CIF and account maintenance on Core System.
  9. Coordinates and assists Operations and Credit Administration Team Members in resolving credit problems, delinquent payment issues, overdrafts and other related affairs.
  10. Promotes and cross-sells other bank products and services as appropriate to customer requirements.
  11. Identifies needs outside of the Retail Department and refers customer to appropriate area for assistance.
  12. Generates new business to assist in meeting bank profitability goals.
  13. Ensure supply levels are adequate and assist in ordering.
  14. Admits customers to safe deposit box area.
  15. May complete tasks to open and close branch.
  16. Provides back up coverage for receptionist.
  17. May act in the capacity of a CSR, as needed.


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Competencies:

Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Business Acumen/Financial Management: Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.

Communicator: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions.

Organizational: Can establish a systematic course of action for self in order to accomplish objectives in an organized manner; determines priorities and allocates resources effectively, within established timeframes.

Technical: Knowledge of Word Processing software, Spreadsheet software, Internet software. Knowledge of Jack Henry, Deposit Pro, or Laser Pro Software a plus.

Position Performance Standards:

Meet annual sales goals.

Accurate processing and documentation of new accounts, processing of customer transactions and maintenance.

Performance Weightings:

30% Competencies

70% Position Performance Standards and Personal Goals

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or general education degree (GED) required. An Associates or Bachelor degree in a related field preferred. One (1) year related experience and/or training; or equivalent combination of education and experience required.

Physical Demands and Work Environment:

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.

  • Personal Banker Associate I

    3 days ago

    Rockford, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations...

  • Personal Banker Associate I

    3 days ago

    Rockford, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and...

  • Licensed Agent Insurance Representative

    4 weeks ago

    Rockford, United States Bankers Life Full time

    Licensed Agent Insurance Representative Location: Rockford, IL, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for...

  • Entry Level Financial Representative

    2 days ago

    Rockford, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Rockford, IL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Customer Relationship Specialist

    3 weeks ago

    Rockford, Illinois, United States Midland States Bank Full time

    Midland States Bank is a dynamic financial institution committed to delivering exceptional customer service and innovative solutions. As a Personal Banker, you will play a vital role in fostering strong relationships with our diverse clientele, providing expert advice on consumer and business products, and driving sales through service.About the RoleThis...

  • Technology Specialist I

    1 week ago

    Rockford, United States Rockford Public School District #205 Full time

    Position Type: Technology Date Posted: 12/9/2024 Location: Administration - Information Technology/Services ROCKFORD PUBLIC SCHOOL DISTRICT #205 Job Description Job Title: Technology Specialist IJob Code: 5475 Department: Technology Services Supervisor: Technology Field Supervisor Date: 7/6/2022 FLSA Status: Non-Exempt Compensation Range: $20.15 - 30.23/hour...

  • Dental Care Specialist

    3 weeks ago

    Rockford, Illinois, United States Metro Dentalcare Full time

    Opportunity for Growth and DevelopmentMetro Dentalcare Albertville is seeking a skilled Dental Hygienist to join their 1 Doctor practice in Albertville, MN.About the RoleThis is an exciting opportunity to work in a supportive and welcoming team environment with a focus on providing exceptional patient care.The ideal candidate will have excellent working...

  • Travel CT Tech

    2 months ago

    Rockford, United States Premier Medical Staffing Services, LLC Full time

    Premier Medical Staffing Services, LLC is seeking an experienced CT Tech for an exciting Travel Allied job in Rockford, IL. Shift: 5x8 hr flex Start Date: 12/02/2024 Duration: 13 weeks About Premier Medical Staffing Services, LLC:Welcome to Premier Medical Staffing ServicesAt Premier Medical Staffing Services, we bridge the gap between exceptional...

  • Travel Radiology Technician Position in Rockford, Illinois

    1 week ago

    Rockford, Illinois, United States Voca Full time

    Job Summary: Voca is seeking an experienced Radiology Technician for a travel assignment in Rockford, Illinois.About the Assignment: This Radiology Technician position offers the opportunity to work in a dynamic healthcare setting, gaining valuable experience and skills while receiving competitive compensation and support.Key Responsibilities:Provide...

  • Customer Engagement Sales Advisor

    3 weeks ago

    Rockford, Illinois, United States Bob's Discount Furniture Full time

    Job DescriptionWe're looking for a talented and enthusiastic individual to join our team as a Customer Engagement Sales Advisor. In this role, you'll have the opportunity to work with customers to understand their needs and provide personalized solutions that exceed their expectations.Main Responsibilities- Meet and greet customers, building rapport and...

  • Biomedical Technician

    2 months ago

    Rockford, United States TRIMEDX Full time

    If you are wondering what makes TRIMEDX different, it‘s that all of our associates share in a common purpose of serving clients, patients, communities, and each other with equal measures of care and performance.Everyone is focused on serving the customer and we do that by collaborating and supporting each otherAssociates look forward to coming to work each...

  • Quality Engineer I or II

    1 month ago

    Rockford, United States Woodward Full time

    Woodward's Diversity, Inclusion and Belonging Commitment At Woodward, no matter where you are from, your physical appearance, or how you identify, you deserve the opportunity to reach your greatest potential. We are on a journey to achieve this as an organization and want to work closely with our members to set the right path. We humbly acknowledge this will...

  • Furniture Sales Consultant

    3 weeks ago

    Rockford, Illinois, United States Bob's Discount Furniture Full time

    Job OverviewAs a Furniture Sales Consultant at Bob's Discount Furniture, you'll have the opportunity to work in a dynamic retail environment where you'll be responsible for providing world-class customer service and creating unforgettable shopping experiences for our guests.Key Responsibilities- Greet and engage customers to uncover their home furnishing...

  • Travel Healthcare Specialist in Illinois

    1 week ago

    Rockford, Illinois, United States MedUS Healthcare Full time

    Job Summary:We are seeking a skilled Medical Surgical Registered Nurse for a 13-week travel assignment in Rockford, IL. As a key member of our team, you will work closely with other healthcare professionals to deliver exceptional patient care. With a competitive pay rate of $2164 per week and a flexible shift schedule, this opportunity offers a great chance...

  • Women's Health Specialist

    2 weeks ago

    Rockford, Illinois, United States AMN Healthcare Full time

    About the OpportunityA highly skilled Obstetrics & Gynecology physician is sought by AMN Healthcare to join their team in a reputable Federally Qualified Health Center (FQHC) serving southern Wisconsin and northern Illinois. This exciting opportunity offers a chance to live and work just outside of Chicago in a organization with a true passion for making...

  • Caregiver - Support Specialist

    1 month ago

    Rockford, Illinois, United States Milestone Inc. - Rockford Full time

    Meaningful Career OpportunitiesMilestone Inc. - Rockford is seeking dedicated and compassionate individuals to join our team as Caregivers. As a vital member of our care team, you will have the opportunity to make a positive impact on the lives of individuals with developmental and physical disabilities.About the Role:In this rewarding role, you will provide...

  • Travel Nurse RN Position in Illinois

    3 weeks ago

    Rockford, Illinois, United States Skyline Med Staff Nursing Full time

    Travel Nursing Job in Rockford, IllinoisSkyline Med Staff Nursing is a certified women-owned business committed to providing high-quality staffing solutions. As a travel nurse with our company, you will have the opportunity to work in various healthcare settings while enjoying a tax-free stipend and other benefits.Estimated Salary: The weekly amount for this...

  • Customer Service Professional

    3 weeks ago

    Rockford, Illinois, United States U-Haul Full time

    Company OverviewAt U-Haul, we're dedicated to providing exceptional customer service and making a difference in our customers' lives. As a Customer Service Representative, you'll be the face of our company, ensuring that every interaction is positive and memorable.We offer a competitive salary of $40,000 per year, plus opportunities for advancement and...

  • Travel Imaging Specialist

    1 week ago

    Rockford, Illinois, United States Advantis Medical Full time

    Job Overview:Advantis Medical is a leading medical staffing agency seeking an experienced travel imaging specialist to fill an MRI technologist position in Rockford, Illinois.Salary and Benefits:The estimated salary for this position is $$85-$100/hour, with a guaranteed weekly pay, holiday pay, and a 401k retirement plan. Additionally, the clinician will...

  • Medical Director

    1 month ago

    Rockford, Illinois, United States Britt Medical Search Full time

    Job Opportunity in Northern IllinoisAn exceptional chance has arisen for a dedicated Neurologist to join our esteemed neurosurgery and general neurology team at the University of Illinois College of Medicine at Rockford. Our leading healthcare institution provides comprehensive support for over 220 employed providers, offering a unique blend of digital PACS,...