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Form of workSummary: Meets the Bank's business objectives of cross selling and increasing the market share of the Hyde Park and Lincoln Park branches. Takes the lead on outbound sales and community initiatives. Assists with sales coaching, operational oversight and training of branch associates.
Builds Customer relationships and recognizes potential opportunities by making quality referrals to internal departments of the Bank Actively promotes BankFinancial. May be asked to obtain insurance licensing.Essential Duties and ResponsibilitiesCustomer Service/Sales* Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management.* Maintains updated Bank product knowledge including all loan, IRA and safe deposit box products and services.* Meets or exceeds all established sales goals assigned by identifying the needs of potential and existing customers, offering appropriate products and services, and referring qualified clients.* Efficiently and professionally responds to all customer inquiries, send necessary tasks, research transactions and resolve problems in order to address customer concerns in a timely manner.* Participates in and is responsible for completion of individual and staff calling campaigns.
Completes all calls by the established deadline.* Identifies, coordinates, and participates in appropriate outside sales activities and events to promote Bank products and services. These duties may be scheduled before, during, and after hours.Branch Operations* Performs the following Client Representative I Duties:* Performs the opening, maintenance and closing of accounts including IRA products and safe deposit boxes.* Obtains and verifies new customer information to establish new account relationships. Complies with USA PATRIOT Act.* Performs teller responsibilities; accepts deposits and processes all required account transactions.
Maintains and balances a cash fund.* Adheres to the Cash Difference/Occurrence Policy and all reporting requirements. This includes timely resolution of out-of-balance discrepancies.* Sets priorities and manages time in order to complete all tasks, reports and customer follow up on time while ensuring accuracy and thoroughness.* Completes loan closings for home equity loans.* Performs the following Client Representative II Duties:* Balances branch daily and reports out-of-balance situations conditions according to policy. Resolves out-of-balance conditions accurately and promptly.* Completes required monthly audits in accordance to policy and audit associates' work.* Approves transactions within assigned authority limits while ensuring that Bank's policies/procedures and security procedures are being followed.* Performs branch opening and/or closing procedures in accordance with security procedures.
This includes possession of keys as well as combinations to various vaults.* Manages the daily activities of the safe deposit vault area; including entry, delinquency/late payments, agreements, opening/closing boxes, and key accounting and issuance.* Interacts with various Bank departments to resolve tasks.* May perform duties and responsibilities of a licensed platform banker which would require obtaining an insurance license to insurance products and refer investment opportunities to the Trust Department.* Participates in and assists with the delivery of branch sales/operational and team building meetings.* Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.* Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.* Complete all Bank required training.Staff Development/Leadership* Ensures that adequate staff is scheduled to meet appropriate business levels in all assigned branches, oversees that customers are serviced quickly, efficiently, and that all standards are met.* Provides assistance to ensure that associates are properly trained to enhance career development and following company policies and procedures.* Maintains continuous program for self-improvement by attending educational workshops and reviewing professional publications.* Provides branch management coverage during vacation and other out of office scenarios for all Branch Management in the Market.TravelThe associate is required to travel to and from the cluster of branches they support as needed. The associate may be reimbursed for mileage according to the Bank's Accounting Policy, Exhibit G: Travel and Miscellaneous Expense Reimbursement Policy.BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)Education/Experience* High school diploma or general education degree (GED)* At least three years of previous banker and/or bank teller experience required* At least one year of previous sales experience* Strong understanding and knowledge of bank products and services* Knowledge of Alternative Investments and the ability to be licensed to sell Fixed Rate Annuities and Insurance products.Licenses/Certifications/Registration* May be requested to get Life and Health Insurance Licenses by the SVP - Market Manager/EVP of Marketing and Sales* Will be requested to become a Notary Public
