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- Chicago, IL
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Consumer Banking Rep I
First Midwest Bank • Chicago, IL
Posted 2 days ago
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Interact with the consumer market to achieve new clients and expand relationships with existing clients. The Consumer Banking Representative will ensure the client’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services to fulfill the client’s immediate and future financial needs. The Consumer Banking Representative will generate leads, build new and maintain existing client relationships within our client experience expectations. The Consumer Banking Representative is also accountable for servicing and profiling clients at the teller window.
- Following the completion of onboarding training, Perform both Personal Banker and Teller functions in the delivery of efficient, accurate and professional service that defines a quality client experience
- Interact with the consumer market to achieve new clients and expand relationships with existing clients in person, by telephone or e-mail
- Sell, open and maintain all retail products and services of FMB and cross sell other FMB services to both new and existing clients
- Maintain thorough knowledge of all bank products and services including pricing, bank policies and government regulations
- Apply sales skills in creating value for FMB clients through needs based selling
- Provide professional quality service and react appropriately to solve client problems to ensure that resolutions and follow-ups are completed in a timely and accurate manner to the client’s satisfaction
- Engage in outbound calling and needs assessment as assigned by the Branch Manager to generate qualified referrals and sales
- Maintain a system of orderly follow-up by mail, telephone and e-mail with new and existing clients to generate additional business
- Participate in branch activities including community events, call nights and promotional events
- Make referrals to appropriate specialists including Commercial, Community Banking, Wealth Management, Mortgage, On the Job Banking
- Achieve growth goals and client satisfaction objectives
- Meet or exceed all established activity goals (face to face appointments), voice to voice calls etc. to drive sales and referral results
- Adhere to all teller and banker related policies and procedures
- Effectively manage and secure assigned teller cash drawer
- Participate in all required training sessions for both compliance and other bank functions
- Maintain adequate controls to ensure compliance with consumer protections regulations in defined area of responsibility
- Implement and adhere to bank-directed policy and changes relating to regulatory amendments
The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance including finger printing and a background check.
REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
- College degree or commensurate experience in Retail sales and/or services
- Proven ability to define and offer solutions to resolve problems
- Ability to apply basic consultative skills when interacting with customers to determine their financial needs
- Excellent communication skills/organizational skills; strong ability to manage multiple tasks
- Proficiency with PC required
- Subject to SAFE Act registration requirements