Personal Banker
First Mid Bank & Trust
Overview Position: Personal Banker Location: Rockford, IL Job Id: 4694 # of Openings: 1 Responsibilities 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 (i.e. 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
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#J-18808-Ljbffr First Mid Bank & Trust$35.75k - $52.04k
...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- ...Overview Position: Personal Banker Location: Rockford, IL Job Id: 4694 # of Openings: 1 Responsibilities 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...SuggestedContract work
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...engagements). Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a...Work at officeHome officeFlexible hours- ...Position Title: Universal Banker Locations: Rockford_IL Time Type: Full time Req ID: JR1386-Rockford... ...signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with...Hourly payFull timeContract workTemporary workTraineeshipWork at officeFlexible hours
$80k - $90k
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