- Perform daily responsibilities to include cross-selling additional bank products, along with knowledge of opening and closing accounts, servicing customers, processing stop payments, wire transfers, telephone transfers, placing check orders, processing special instructions on accounts and performing general file maintenance.
- Consistently executes the Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction.
- Consistently meet or exceed sales goals as set by Branch management by effectively and efficiently cross-selling bank products and services to both current and potential customers.
- Perform daily office responsibilities and tasks such as account transactions, account maintenance, customer correspondence, balancing consistently, balance and monitor cash items, order and prepare cash shipments, and collection items.
- Maintain a balancing record that is in line with policy; have the ability to find and correct outages and to enlist help as needed for more difficult errors.
- Assist in the review of daily reports.
- Provide access and servicing to safe deposit box customers.
- Responsible for referring sales opportunities to other lines of businesses.
- Perform teller duties as needed.
- Deliver superior customer service with both internal and external customers.
- Follow policies, procedures, regulations, confidentiality requirements, and operational controls.
- Promote and display effective planning and organizational skills, dependability, flexibility, and enthusiastic participation of change and innovation including opening and closing Branch as needed.
- Maintain a well-developed working knowledge of the complete line of products and services offered; taking responsibility to keep up to date and request assistance for further development needs.
- Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.
- Provide support to new and less experienced Personal Bankers and Tellers, answering questions and finding solutions to customer issues that require more experience.
- Actively participate in bank promotional events and product/service initiatives in order to support bank sales and service goals.
- Represent the bank in the community in a professional manner.
- Follow all Branch standards including maintaining a well organized and prepared work environment.
- Extensive cash handling, which requires ability to perform basic math functions.
- Ability to present and maintain a professional image at all times.
- Ability to properly read and write well enough to communicate in both oral and written form.
- Ability to take initiative and utilize sound judgment in decision-making and higher-level problem solving.
- Ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by others as a leader.
- Ability to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
- Must have the ability to demonstrate a sales initiative.
- High School Diploma or its equivalent.
- Minimum one-year related experience in retail banking and/or sales.
- Extensive cash handling, which requires ability to perform basic math functions.
- In-depth knowledge of banking policies, procedures and regulations in order to perform duties with minimal supervision.
- Ability to take initiative and utilize sound judgment in decision-making and higher-level problem solving.
- Must have the ability to demonstrate a sales initiative.
-
Associate Banker
5 days ago
Bank of Montreal Broadview, United StatesApplication Deadline:07/30/2024 Address:2223 W Roosevelt Road. Job Family Group:Retail Banking Sales & Service - Bilingual, English and Spanish speaking, preferred - Delivers exceptional service to BMO customers and prospects. Identifies customer nee Customer Experience, Banker, ...
-
Associate Banker
1 week ago
Bank of Montreal Villa Park, United StatesApplication Deadline:07/30/2024 Address:10 S Villa Avenue. Job Family Group:Retail Banking Sales & Service - Bilingual, English and Spanish speaking, preferred - Delivers exceptional service to BMO customers and prospects. Identifies customer needs a Customer Experience, Banker, ...
-
Associate Banker
1 week ago
Bank of Montreal Villa Park, United StatesApplication Deadline:07/30/2024 Address:17 W 695 Roosevelt Road. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financ Customer Experience, Banker, ...
-
Associate Banker
3 weeks ago
Bank of Montreal Berwyn, United StatesApplication Deadline:07/30/2024 Address:6655 W Cermak Road. Job Family Group:Retail Banking Sales & Service - Bilingual English/ Spanish speaking preferred - Delivers exceptional service to BMO customers and prospects. Identifies customer needs and p Banker, Associate, Customer E ...
-
Associate Banker
1 week ago
Bank of Montreal Aurora, United StatesApplication Deadline:07/30/2024 Address:2412 Indian Trail Road. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financi Customer Experience, Banker, ...
-
Personal Banker Associate II
2 weeks ago
Fifth Third River Forest, United StatesMake 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 II after complet ...
-
Associate Banker
1 week ago
Bank of Montreal Frankfort, United StatesApplication Deadline:07/30/2024 Address:20820 S LaGrange Road. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financia Customer Experience, Banker, ...
-
Associate Banker
1 week ago
Bank of Montreal Plainfield, United StatesApplication Deadline:07/30/2024 Address:15101 S Route 59 Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solu Customer Experience, Banker, ...
-
Associate Banker
5 days ago
Bank of Montreal Palos Heights, United StatesApplication Deadline:07/30/2024 Address:12534 S. Harlem Avenue. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financi Customer Experience, Banker, ...
-
Associate Banker
5 days ago
Bank of Montreal Hammond, United StatesApplication Deadline:07/30/2024 Address:27 E Sibley Street. Job Family Group:Retail Banking Sales & Service - Bilingual, English and Spanish speaking, preferred - Delivers exceptional service to BMO customers and prospects. Identifies customer needs Customer Experience, Banker, A ...
-
Associate Banker Ii
2 weeks ago
Republic Bank of Chicago Oak Brook, United States**GENERAL FUNCTION**: · Establish new and increase existing customer account relationships through sales and referrals of retail, commercial, mortgage, investments, and other line of business products and services. Serves as a proactive member of the Retail branch team by being a ...
-
PT Associate Banker
6 days ago
Bank of Montreal Chicago, United StatesApplication Deadline:07/30/2024 Address:131 W. Monroe Street. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial Customer Experience, Banker, ...
-
Personal Banker Associate II
4 weeks ago
Fifth Third River Forest, United StatesSelected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the pro Personal Banker, Associate, B ...
-
Associate Banker
2 weeks ago
Bank of Montreal New Lenox, United StatesApplication Deadline:07/30/2024 Address:360 W. Maple Street. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial Customer Experience, Banker, A ...
-
Associate Personal Banker
1 week ago
First American Bank Evergreen Park, United StatesJob Description: · First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with interna ...
-
Associate Banker
2 weeks ago
Bank of Montreal Aurora, United StatesApplication Deadline:07/30/2024 Address:1044 N Farnsworth Avenue. Job Family Group:Retail Banking Sales & Service - Bilingual, English and Spanish speaking preferred - Delivers exceptional service to BMO customers and prospects. Identifies customer n Customer Experience, Banker, ...
-
Associate Banker
4 weeks ago
Bank of Montreal Chicago, United StatesApplication Deadline:07/30/2024 Address:6343 W 63rd Street. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial s Customer Experience, Banker, ...
-
Associate Banker
2 weeks ago
Bank of Montreal Joliet, United StatesApplication Deadline:07/30/2024 Address:78 N. Chicago Street. Job Family Group:Retail Banking Sales & Service - Bilingual, English and Spanish speaking preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs Customer Experience, Banker, A ...
-
PT Associate Banker
2 weeks ago
Bank of Montreal Des Plaines, United StatesApplication Deadline:06/29/2024 Address:205 E Central Road. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial s Customer Experience, Banker, ...
-
Personal Banker Associate I
1 week ago
Fifth Third Chicago, United States Full timeMake 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: · The Personal Banker I position will provide an exceptional customerexperience by cul ...
Associate Banker II - Berkeley, United States - Republic Bank of Chicago
1 week ago
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Job DescriptionGENERAL FUNCTION:
Establish new and increase existing customer account relationships through sales and referrals of retail, commercial, mortgage, investments, and other line of business products and services. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products.
ESSENTIAL DUTIES AND RESPONSIBILITIES: