Personal Banker
First Mid Bank & Trust
Position: Personal Banker Location: Beloit, WI Job Id: 4698 Openings: 1 At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (bonus, incentives, and/or commission). Benefits include comprehensive healthcare, well-being benefits, paid family leave, generous paid time off, banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401(k) plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities General Use a consultative sales process to build a thorough customer profile and identify current and future financial needs. Open all deposit related products including but not limited to IRA, Trust, Business, POA, Estate, etc. Analyze and review legal documentation associated with opening accounts. Originate consumer loan applications and assist in the processing of loan applications. May originate Home Equity related products. Review consumer credit report. Maintain an in-depth knowledge of consumer and small business products/services and recommend appropriate solutions. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Commercial and Investment), referring customers when appropriate to provide timely financial solutions. Provide guidance to Universal Bankers and Tellers with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Adhere to established policies and procedures while opening/servicing the full range of bank products. Participate in the opening/closing process of the branch as directed by the Branch Manager. Keep up to date on deposit services procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. May manage a cash drawer and process transactions for customers as needed. Complete other specified duties as assigned. Travel to other branches within the region when required. Sales Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Ability to professionally represent First Mid in terms of appearance and verbal/written communication. Consistently meet/exceed customer experience and individual/team production goals. Qualifications Education High School Diploma/GED required. Experience 3+ years' experience in the financial industry. Skills Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Demonstrated ability to develop a working knowledge of branch policies and procedures in order to utilize good judgment in making sound decisions. This position may require S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Total Rewards Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT #J-18808-Ljbffr
$41.71k - $65k
...requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies...SuggestedContract workPart timeLocal areaImmediate startDay shift$41.71k - $65k
...requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies...SuggestedContract workPart timeLocal areaImmediate startDay shift$38.92k - $57.24k
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...SuggestedLocal areaFlexible hoursAfternoon shift- ...Johnson Financial Group in Janesville, WI is seeking a Relationship Banker to join our Consumer Banking team. You will manage an existing... ...with Target Market clients. We pride ourselves on personal service and a welcoming culture. Strong communication, a client...Suggested
- ...opportunity to join our Consumer Banking team as a Relationship Banker! As Wisconsin’s largest family-owned, privately held financial... ...institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of...Suggested
$17 - $29.75 per hour
...Relationship Banker Job Locations US-WI-Janesville Category/Function Retail Banking Center Position Type... ...long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers...Full timeImmediate start$106.25k - $141.65k
...team environment. ~ Ability to meet time constraints without constant supervision. ~ Sales oriented, friendly and persuasive personality. ~ Professionalism and courtesy in dealing with customers and bank employees. ~ Effective communicator. ~ High degree of accuracy...Contract workTemporary workWork at officeImmediate startFlexible hours$17 - $29.75 per hour
...Relationship Banker The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client...$41.71k - $50k
...Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital...Part timeLocal areaDay shift$45k - $100k
...that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$80k
...investment management, and retirement planning services to new and existing clients. This role emphasizes relationship-building and personalized guidance to help clients achieve their long-term financial goals, while supporting the community bank's mission of delivering...Temporary workLocal areaFlexible hours- ...a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term...
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