Personal Banker (Northwest Bank of Rockford)
Foresight Bank FFG, Machesney Park, Illinois, United States, 61115
This position will be at our Ralston branch of Northwest Bank of Rockford!
Organization Overview Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve.
Position Summary The Personal Banker will be able to actively develop new relationships and expand existing customer relationships by delivering a high level of customer service and recognizing the financial needs of a client. This experienced banking professional is responsible for determining and meeting customer’s banking needs, cross-selling bank products, and proactively developing business for the Retail division while providing personalized banking services with superior customer service.
Primary Responsibilities
Customer Experience
Provide the internal and external customer with superior customer experience including friendly demeanor, can-do attitude, and willingness to always help whether on the phone or in person.
Follow-up with customer in a timely manner
Provide accurate information
Deposit Accounts New & Existing
Assess the needs of the customer by asking the appropriate questions and building customer rapport.
Promote and cross-sell bank products and services that fit the customer’s needs with a solutions-based approach.
Open all types of new accounts to include but not limited to all consumer and small business
Follow-up with clients on a regular basis to ensure proper onboarding and relationship building
Prepare and compile new customer documentation to ensure accuracy and adherence to policy and procedure
Follow all compliance guidelines by properly informing clients of the required disclosures.
Coordinate with Deposit Shared Services, eBanking, Quality Assurance and BASE in resolving customer needs.
Perform account maintenance and close accounts upon customer requests
Loan
Assess the needs of the customer by asking the appropriate questions and building customer rapport.
Accept and close consumer loan products for clients in a timely manner
Adhere to all loan policies and procedures
Relationship building
Actively listen to clients to identify needs and offer solutions
Refer customer to other LOB, Line of Business, or Partners when needs are identified
Follow-up with clients in a timely manner
Adhere to onboarding standards when appropriate
Manage current portfolio of clients by proactively reaching out and offering assistance
Perform all consumer customer service requests including but not limited to wires, notary services, disputes, signature card changes, and online banking (mobile banking).
Meet and exceed established sales and referral goals by explaining & promoting bank & partner products and services.
Perform general office duties such as opening and closing the branch, answering main branch line, adhering to branch standards, scanning, etc.
Assist in training needs of team members
Serve as a back-up on the teller line as needed
Serve as the branch leader as needed
Assist other staff members with projects as needed.
Understands the confidential nature of the banking industry and adheres to company policies and procedures for protecting customer’s private information.
Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.
Position Performance Standards Meet annual branch and individual goals to ensure growth. Maintain standards of accuracy.
Qualifications HS Diploma/equivalent required. Minimum of two years’ retail banking 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.
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Organization Overview Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve.
Position Summary The Personal Banker will be able to actively develop new relationships and expand existing customer relationships by delivering a high level of customer service and recognizing the financial needs of a client. This experienced banking professional is responsible for determining and meeting customer’s banking needs, cross-selling bank products, and proactively developing business for the Retail division while providing personalized banking services with superior customer service.
Primary Responsibilities
Customer Experience
Provide the internal and external customer with superior customer experience including friendly demeanor, can-do attitude, and willingness to always help whether on the phone or in person.
Follow-up with customer in a timely manner
Provide accurate information
Deposit Accounts New & Existing
Assess the needs of the customer by asking the appropriate questions and building customer rapport.
Promote and cross-sell bank products and services that fit the customer’s needs with a solutions-based approach.
Open all types of new accounts to include but not limited to all consumer and small business
Follow-up with clients on a regular basis to ensure proper onboarding and relationship building
Prepare and compile new customer documentation to ensure accuracy and adherence to policy and procedure
Follow all compliance guidelines by properly informing clients of the required disclosures.
Coordinate with Deposit Shared Services, eBanking, Quality Assurance and BASE in resolving customer needs.
Perform account maintenance and close accounts upon customer requests
Loan
Assess the needs of the customer by asking the appropriate questions and building customer rapport.
Accept and close consumer loan products for clients in a timely manner
Adhere to all loan policies and procedures
Relationship building
Actively listen to clients to identify needs and offer solutions
Refer customer to other LOB, Line of Business, or Partners when needs are identified
Follow-up with clients in a timely manner
Adhere to onboarding standards when appropriate
Manage current portfolio of clients by proactively reaching out and offering assistance
Perform all consumer customer service requests including but not limited to wires, notary services, disputes, signature card changes, and online banking (mobile banking).
Meet and exceed established sales and referral goals by explaining & promoting bank & partner products and services.
Perform general office duties such as opening and closing the branch, answering main branch line, adhering to branch standards, scanning, etc.
Assist in training needs of team members
Serve as a back-up on the teller line as needed
Serve as the branch leader as needed
Assist other staff members with projects as needed.
Understands the confidential nature of the banking industry and adheres to company policies and procedures for protecting customer’s private information.
Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.
Position Performance Standards Meet annual branch and individual goals to ensure growth. Maintain standards of accuracy.
Qualifications HS Diploma/equivalent required. Minimum of two years’ retail banking 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.
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