Personal Banker

6 days ago


Maywood, Illinois, United States Provident Bank Full time
Job Title: Personal Banker

At Provident Bank, we are seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will play a critical role in establishing and maintaining relationships with customers, identifying their financial needs, and providing personalized solutions to meet those needs.

Key Responsibilities:
  • Meet sales referrals and cross-selling goals by understanding the features and benefits of our products and services.
  • Promote bank products and refer or resolve customer inquiries concerning accounts or other banking services.
  • Actively refer customers for commercial products or services to branch manager, market manager, or appropriate business partner.
  • Exceed customer expectations through active engagement, commitment, and dedication to servicing and building customer relationships.
  • Advance the Bank's Corporate Sales Program through consultative need assessments of customers, developing new relationships, expanding existing ones, and managing and growing a book-of-business.
Service:
  • Identify opportunities with customers and prospective customers through lobby management.
  • Assist customers and prospective customers with digital technologies and provide referrals to other lines of business.
  • Help maintain cost efficiency to achieve goals of the branch; assure quality of customer service and adherence to sales and brand standards.
  • Execute expectations for a positive customer service experience.
Operations:
  • Ensure operational and financial safety and soundness in accordance with Bank's policies, compliance, and applicable laws and regulations.
  • Leverage lobby management as a tool for controlling and mitigating risk.
  • Establish customer identity according to guidelines and adhere to all other compliance procedures.
  • Assist branch management with branch operations as needed.
  • Perform transactions, including but not limited to check cashing, withdrawals, deposits, and loan payments.
  • Prepare and/or complete Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions.
  • Assist in training other branch employees.
  • Provide support to the contact center when there are high call volumes.
  • Handle customer inquiries by telephone.
  • Provide access to safe deposit boxes.
Requirements:
  • High school diploma or GED.
  • Minimum of 6 months of sales and service experience in a customer-facing retail environment.
  • Strong interpersonal skills, including listening, written, and verbal communication.
  • Ability to work a flexible schedule based upon the needs of the business.
  • Demonstrate positive and professional demeanor with all customers and co-workers.
  • Strong math and analytical skills.
  • Understand and adhere to safety and security practices.
  • Demonstrate and apply good relationship-building skills.
  • Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities.
  • Strong customer service/advocacy skills.
  • Strong organizational and time management skills.
  • Strong PC skills. Ability to quickly learn various computer programs, including Microsoft Office.
  • Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.


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