Consumer Banker I (Plaza)

First Financial Bank; Hamilton; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player is looking for a Consumer Banker II who will play a crucial role in fostering client relationships and enhancing their banking experience. This position involves not only opening and maintaining accounts but also engaging with clients to meet their financial needs. You will collaborate with internal teams to provide tailored solutions, ensuring a first-class client experience. If you have a passion for client service and sales, and you thrive in a dynamic environment, this opportunity is perfect for you to grow your career in the financial sector.

Qualifications

• 3-4 years of client service experience in a retail environment.
• Strong sales skills with a proven track record in achieving goals.

Responsibilities

• Open accounts and perform maintenance while ensuring compliance.
• Support client engagement through active calling and follow-up.

Skills

Client Service Experience

Sales Skills

Bank Product Knowledge

Communication Skills

Education

High School Diploma or GED

Associate's or Bachelor's Degree

Job description

Consumer Banker II (Plaza)

Apply locations OH - Hamilton - 1776 South Erie Boulevard - 45011 time type Full time posted on Posted 2 Days Ago job requisition id R8121

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.

Essential Functions/Responsibilities

1. Perform necessary functions to open accounts and perform maintenance.
2. Run a Teller drawer as deemed necessary by management.
3. Support client engagement through active calling, client conversations, and follow-up.
4. Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:
5. Partner with appropriate internal constituencies to bring the appropriate level of expertise to the client whether it is service or solution related.
6. Ensure client follow-up calls are conducted in the proper time frame.
7. Maintain all operational and risk management standards.
8. Other duties as assigned to assist clients in transacting business within the branch, drive-thru, by phone, and email.
9. Model the way for peers and coworkers aligned with First Financial's Mission and Values.
10. The CB is responsible for adherence to all compliance and regulatory procedures.
11. Partner with the District Specialists to execute against retail strategies and objectives to attract, retain, and grow core client relationships, fulfill clients’ financial needs, and provide a First Class Client Experience.
12. Function as the client’s personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
13. Participate and lead in the First Financial Bank Experience by being active in site center huddles and meetings to support sales and service activities.
14. Consistently meet or exceed sales, service, and referral goals as set by management, by effectively collaborating as a team, the District, and with lines of business in an effort to assist clients in meeting their dedicated financial needs.
15. Provide digital assistance and service for clients establishing or in need of support in utilizing the bank’s online offering.
16. Stay informed and up to date on all bank products, processes, and procedures; especially those that are most complex.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

1. 3-4 years client service experience in a retail environment.
2. 3-4 years sales and service experience with previous success in achieving sales and service goals in a retail environment.
3. High school diploma or general education degree (GED) is required.
4. May obtain notary authorization.
5. Possesses a strong level of bank product knowledge and solid sales skills.

Preferred Knowledge and Skills

1. Associate’s or Bachelor’s degree is preferred and/or an equivalent combination of education and work experience in sales preferred.

Level of Complexity and Scope

1. Ability to serve a wide variety of client needs according to bank policy and procedures.
2. Ability to lead teams as needed.

Degree of Independence and Decision-Making

1. Works with limited supervision.
2. Follows established guidelines.
3. Applies guidelines with proficiency.
4. Collaborates with senior role or Supervisor.
5. Uses subject-matter expertise to advise others.

Required Supervisory Responsibilities

1. Supports the management needs for the FCM.

Physical Requirements

1. Occasionally lifts and carries up to 50 lbs.
2. Frequently lifts and carries up to 10 lbs.
3. Frequently sits, stands, walks, and drives.

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

1. Client Conversation Workshop
2. Transaction Processing & Regulatory Understanding
3. Consumer Banking Certification: Business Management Tool
4. Consumer Deposit Certification: Regulatory, Risk, Legal & Fraud
5. Consumer Lending Certification: Loan Application and Communication
6. Consumer Lending Certification: Regulatory, Risk, Legal & Fraud
7. Consumer Deposit Certification: Estates, Trusts & Power of Attorneys
8. Consumer Lending Certification: Understanding Credit Reporting, DTI, T-Chart
9. Consumer Lending Certification: Understanding Underwriting & Processing
10. Consumer Lending Certification: Understanding Tax Returns, Financial Statements & Schedules

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

About Us

About Us

Why choose First? In part, because we believe in: