Relationship Banker

First Bank Chicago • Northbrook, IL • 8h ago

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/12888549

Basic Function

Serves as a proactive member of the Community Banking team by being the initial sales and service contact for new and existing clients. Provides friendly, professional services to Bank clients by conducting appropriate transactions and relevant trouble shooting. Effectively manages existing client books of business to support the retention and growth of profitable client relationships. Develop new and existing client relationships by educating prospects and clients about the features and benefits of the Banks consumer and business products; understand the respective needs of clients and prospects.

Job Duties

Client Development

Proactively deepens customer relationships by meeting their needs

through additional products and services. Actively refers clients to other areas for additional needs as well as successfully identifying and developing prospects into new relationships

Successfully onboard all new clients by cross selling an entire

suite of products such as Online and Mobile Banking, etc.

On a regular basis, follow up with clients and seek out new

opportunities based on clients needs including recommending product solutions (including cross sales)

Partners with other bank employees developing, communicating and

implementing the sales strategy to meet/exceed business objectives and exchanges leads/referrals. Conducts joint outside sales calls with employees at prospects or clients places of business

Client Service and Maintenance

Open new personal and business accounts

Perform maintenance on accounts including, but not limited to, name

and address changes, account renewals, signer and beneficiary updates, etc.

Counseling clients on their financial needs by making

recommendations where necessary and appropriate

Resolve client issues in a tactful and professional manner

Assist with clients Home Equity Applications

Review overdrafts and assist management in sound decisions

Assist in any other client services that may arise including support

for other Bank departments as required

Banking Product Knowledge

Have full knowledge of all consumer and business banking product

features and benefits included but not limited to demand deposits, savings, certificates of deposits, IRAs, Online and Mobile Banking, Home Equity Lines of Credit

Understand the titling and structuring of various @types of accounts

Having a basic knowledge of other products the Bank offers and how

to effectively work with other departments to deliver those products to clients

Responsible for increasing knowledge of various product @type to

client base

Compliance/Risk

Adhere to compliance policies/procedures and internal controls

Assist with any compliance monitoring necessary

Support the Banks efforts to ensure successful CRA results by

participating in any Bank sponsored CRA activities when available

Address CIP due diligence exceptions related to account opening

within 30 days

Perform all essential Teller duties

Receive checking and savings deposits: verify cash and endorsements,

receive proper identification for cash back, and issue receipts of deposit

Process savings withdrawals and cash checks: verify endorsements,

receive proper identification and ensure validity

Issue personal money orders and cashiers checks

Buy and sell currency from the vault as necessary to ensure cash

limits are not exceeded

Accept loan payments: verify payment amount and issue receipts

Log and process mail

Prepare change and currency orders for clients

Gather CTR information

Redeem savings bonds

Balance of cash drawer,cash recycler, self-service coin counting

machine and cash vault

Process: Wire Transfers, Bond Coupons & Foreign Checks

Sell/Buy Foreign Currency

Wire Log

Foreign Drafts

Sending Savings Bonds to Fed for Redemption

Sales: MasterCard Gift Cards

Perform Cash Audits with Teller Manager

Responsible for ATM/Debit Card duties such as

Guide new clients through the entire card application process and perform any relevant troubleshooting for existing cardholders whenever necessary

Adjust as needed to client ATM/Debit card files:

Add/remove accounts linked to cards

Re-Order or replace (lost/stolen) cards

Handle requests for card limit increase and/or change of address

Update and

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