Personal Banker

First American Bank Orland Park, Illinois
sales personal banking customer service closing loan loans management accounts training m &a corporations people exempt
August 21, 2022
First American Bank
Orland Park, Illinois
FULL_TIME
Job Description:

First American Bank is a family owned, full-service bank with over 50 locations in Illinois, Florida, and Wisconsin. Our mission is simple: to offer competitive banking products with the personal attention and service customers deserve. First American Bank can offer employees a level of visibility and stability that is difficult to find in many larger corporations. We are looking for people who want a career - not just a job!


This hourly (non-exempt) mid-level position within the branch is responsible for presenting our products and services to both prospective and current customers while maintaining a high level of customer service.


DUTIES & RESPONSIBILITIES:

Sales:

Build relationships with new and existing customers by identifying needs and educating them about the features and benefits of First American Bank personal banking products.



Responsible for referring Mortgage, taking Home Equity and other retail loan applications as well as closing loans.



Participate in servicing, growing and retaining the branch customer portfolio.



Partner with other areas of the bank to promote: Business Banking, Wealth Management, Treasury Management and Merchant services.



Participate in outbound calling and other sales related activities.



May participate in local community events to increase branch awareness.



Meet or exceed assigned sales goals.



Service:

Perform all daily personal banking tasks, including but not limited to: opening accounts including business account, IRAs, closing accounts; account maintenance.



Assist and educate new and existing customers on available servicing technology which includes online banking and mobile technology.



Participate in phone queues to handle customer issues which will include performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.



Provide teller assistance and balance teller drawer daily.



Adhere to all company policies and procedures.


This includes policies of both the teller and personal banking departments.



Resolve customer issues with tact and diplomacy.



May be responsible for opening and closing the branch as needed.


QUALIFICATIONS:

High School degree or equivalent required.



College degree in business or related field a plus.


Successful completion of First American Bank’s Customer Experience Certification curriculum and Customer Service Training program required.


This position requires the individual to take loan applications and close loans.


This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS).


Minimum one year of personal banking or customer service experience required.



Proven track record of sales experience preferred.



Excellent interpersonal, verbal, and written communication skills and confidence when speaking with internal and external customers.



Familiarity with word processing programs preferred. Knowledge of spreadsheets and bank systems a plus.



Travel within the bank's footprint, to assist other branches or attend meetings, training and seminars as scheduled.



Branch locations are open for business 6 days each week, Monday through Saturday. Scheduling may vary.


Must be available to work all hours of bank operation.

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