Client Advisor II - Banking & Relationship Growth

bankatfirst

Cincinnati (OH)

On-site

USD 25,000 - 28,000

Full time

9 days ago

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Job summary

First Financial Bank in Cincinnati is seeking a Consumer Banker to deepen client relationships by serving existing FFB clients and prospecting new business. You will open accounts, perform maintenance, and partner with internal teams to deliver tailored financial solutions in-branch, by phone, or by email.

Travel up to 60 miles per day between banking centers as needed, stay compliant with BSA/AML standards, and consistently meet or exceed sales, service, and referral goals while modeling the

Qualifications

  • 3-4 years client service experience in a retail environment.
  • 3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment.
  • May obtain notary authorization

Responsibilities

  • Open accounts and perform maintenance.
  • Run a Teller drawer as deemed necessary by management.
  • Support client engagement through active calling, client conversations, and follow up.
  • Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to: partnering with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related.
  • Ensure client follow up calls are conducted in the proper time frame.
  • Maintain all operational and risk management standards.
  • Other duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email.
  • Model the way for peers and coworkers aligned with First Financials Mission and Values.
  • The CB is responsible for adherence to all compliance and regulatory procedures.
  • Partner with the District Specialists to execute against retail strategies and objectives to attract, retain and grow core client relationships, fulfill client's financial needs and provide a fIRST Class Client Experience.
  • Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
  • Participate and lead in the First Financial Bank Experience by being active in site center huddles and meetings to support sales and service activities.
  • 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 meet their dedicated financial needs.
  • Provide digital assistance and service for clients establishing or in need of support in utilizing the bank's online offering.
  • Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex.
  • Daily travel shall not exceed 60 miles per day
  • Travel between banking centers as well as mileage reimbursement above current commute will qualify for business related reimbursement

Skills

Client service experience
Sales skills
Bank product knowledge

Education

High school diploma or GED

Job description

First Financial Bank in Cincinnati is seeking a Consumer Banker to deepen client relationships by serving existing FFB clients and prospecting new business. You will open accounts, perform maintenance, and partner with internal teams to deliver tailored financial solutions in-branch, by phone, or by email.

Travel up to 60 miles per day between banking centers as needed, stay compliant with BSA/AML standards, and consistently meet or exceed sales, service, and referral goals while modeling the

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