Private Banker

CFBank; Indianapolis (IN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Job summary

CFBank in Indianapolis seeks a front-line client service specialist who blends traditional banking tasks with sales leadership. You will be the first contact for existing and potential customers, building relationships while guiding them through products and services.

Responsibilities include generating growth through inside and outside sales, cross-selling between lines of business, processing daily transactions, supporting audits, and upholding security and confidentiality.

Qualifications

• High school diploma or GED with some banking/finance experience is preferred.
• Strong product knowledge and cross-selling experience expected.
• Proficient with computers and banking software; able to learn multiple systems.
• Ability to generate new financial relationships through outbound calling and internal business development.
• Excellent verbal and written communication; able to clearly explain product information.

Responsibilities

• Develop business and generate growth through inside and outside sales.
• Cross-sell and deliver exemplary products and relationship servicing to clients.
• Provide excellent customer service throughout the client relationship and coordinate with other departments.
• Handle daily transactions including deposits, withdrawals, check cashing, IRA/HSA transactions, and opening/closing accounts.
• Assist with branch compliance and audits; adhere to security policies and confidentiality.

Skills

Interpersonal skills

Customer service

Cross-selling

Communication skills

Education

High school diploma or GED

Tools

Banking software

Job description

About CFBank:We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.About the role:While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service.What you’ll do:Develop business and generate meaningful growth through inside and outside sales.Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients.Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed.Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements.Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements.Help to ensure branch compliance, assisting with internal and external audits as needed.Comply with internal security policies and procedures and maintain customer confidentiality at all times.Adhere to all regulations, policies, and record-keeping requirements.Desired Qualifications:High school diploma or general educational degree (GED) with some banking/finance experience or education preferred.Strong prior experience in product knowledge and cross-selling performance expected with positionWilling to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act RequirementsExpected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed.Proficient computer skills are required and the ability to learn various Banking Software programs.Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writingMust have excellent organizational skills and the ability to multi-task and to be flexible.What We Offer:Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.Professional development opportunities including educational/training opportunities“Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vestingEmployee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resourcesOne of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared successCFBank, National Association is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.Education and ExperienceHigh school diploma or general educational degree (GED) with some banking/finance experience or education preferred.Strong prior experience in product knowledge and cross-selling performance expected with positionWilling to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act RequirementsExpected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed.Proficient computer skills are required and the ability to learn various Banking Software programs.Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writingMust have excellent organizational skills and the ability to multi-task and to be flexible.