Relationship Banker: Grow Sales & Customer Relationships

Old Second National Bank; Lombard (IL); In loco; USD 32.000 - 39.000; Tempo pieno

Vantaggi offerti da questo lavoro

Retail Incentive Plan

Benefits package

On-site work schedule

Descrizione del lavoro

Old Second National Bank in Lombard, IL seeks a Relationship Banker to deliver exceptional service and drive client relationships across retail banking. You will open/close accounts, profile customers for cross-sell opportunities, and coordinate with other lines of business.

In this on-site role, you will meet sales and service goals while maintaining compliance and accuracy in all transactions. A high school diploma and banking experience with NMLS licensing within 60 days are required; weekend

Competenze

• High school diploma (or equivalent) and three or more years of related experience which includes some banking and/or sales, client relationship management, or consultancy experience.
• Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
• This is an onsite position requiring availability during branch operating hours, including Monday through Friday from 8:30am to 5:30pm and Saturday from 8:30am to 1:00pm.

Mansioni

• Manages a book of Retail Banking clients by maintaining regular contact, advising on Personal Banking matters, and serving as a liaison to other business lines for their client base.
• Meets elevated sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns.
• Proactively connects with prospects and clients in the pursuit of new and cross sales opportunities. Utilizes each client communication to deepen customer relationships and loyalty to bank.
• Accurately opens, closes, and maintains customer accounts according to established policies and procedures. Understands material covered in Personal Banker training manuals.
• Utilizes strong knowledge of Old Second products and services to advise new and existing customers of Old Second's comprehensive portfolio of banking options. Understands and applies knowledge to more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate.
• Leads branch by example in practicing exceptional customer service. Maintains a high level of customer service to assist the branch in obtaining the highest customer service ratings, including internal survey results.
• Maintain working knowledge of all internal and legislated compliance and regulations including satisfactory completion of all annual training.
• Responsible for Operational Accuracy and Compliance (ex. Records, TD Ops, BSA/Fraud/CTR's, BAI, Signature Cards, CIP, Beneficial Ownership).
• Maintains flexibility in work schedule including opening/closing branch as needed. Demonstrates willingness to fill in at other OSB locations as needed.
• Refers other lines of business, such as Wealth Management, Mortgage and Commercial.

Conoscenze

Customer service

Sales

Relationship management

Banking software

Communication

Compliance

Formazione

High school diploma or equivalent

NMLS licensing within 60 days

Strumenti

Banking software applications

Descrizione del lavoro

Old Second National Bank in Lombard, IL seeks a Relationship Banker to deliver exceptional service and drive client relationships across retail banking. You will open/close accounts, profile customers for cross-sell opportunities, and coordinate with other lines of business.

In this on-site role, you will meet sales and service goals while maintaining compliance and accuracy in all transactions. A high school diploma and banking experience with NMLS licensing within 60 days are required; weekend