Personal Banker

Foresight Bank • Freeport, IL • 3h ago

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/13717239

1/27/25 Sensitive Content

Position Description

Position: Personal Banker

Reports To: Branch Manager

FLSA Classification: Non-Exempt

Organization Overview:

Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in

the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial

Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the

Federal Reserve.

Position Summary:

The Personal Banker will be able to actively develop new relationships and expand existing customer

relationships by delivering a high level of customer service and recognizing the financial needs of a

client. This experienced banking professional is responsible for determining and meeting customers

banking needs, cross-selling bank products, and proactively developing business for the Retail division

while providing personalized banking services with superior customer service.

Primary Responsibilities:

Customer Experience

a. Provide the internal and external customer with superior customer experience including

friendly demeanor, can-do attitude, and willingness to always help whether on the

phone or in person.

b. Follow-up with customer in a timely manner

c. Provide accurate information
Deposit Accounts New & Existing

a. Assess the needs of the customer by asking the appropriate questions and building

customer rapport.

b. Promote and cross-sell bank products and services that fit the customers needs with a

solutions-based approach.

c. Open all @types of new accounts to include but not limited to all consumer and small

business

d. Follow-up with clients on a regular basis to ensure proper onboarding and relationship

building

e. Prepare and compile new customer documentation to ensure accuracy and adherence

to policy and procedure

f. Follow all compliance guidelines by properly informing clients of the required

disclosures.

g. Coordinate with Deposit Shared Services, eBanking, Quality Assurance and BASE in

resolving customer needs.

h. Perform account maintenance and close accounts upon customer requests
Loan

a. Assess the needs of the customer by asking the appropriate questions and building

customer rapport.

1/27/25 Sensitive Content

b. Accept and close consumer loan products for clients in a timely manner

c. Adhere to all loan policies and procedures
Relationship building

a. Actively listen to clients to identify needs and offer solutions

b. Refer customer to other LOB, Line of Business, or Partners when needs are identified

c. Follow-up with clients in a timely manner

d. Adhere to onboarding standards when appropriate

e. Manage current portfolio of clients by proactively reaching out and offering assistance
Perform all consumer customer service requests including but not limited to wires, notary

services, disputes, signature card changes, and online banking (mobile banking).
Meet and exceed established sales and referral goals by explaining & promoting bank & partner

products and services.
Perform general office duties such as opening and closing the branch, answering main branch

line, adhering to branch standards, scanning, etc.
Assistant in training needs of team members
Serve as a back-up on the teller line as needed
Serve as the branch leader as needed
Assist other staff members with projects as needed.
Understands the confidential nature of the banking industry and adheres to company policies

and procedures for protecting customers private information.
Maintain compliance with and adhere to all state and federal regulations and bank policies and

procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment

Act, and EEO/AA/Fair Employment Practices.

Please note this job description is not designed to cover or contain a comprehensive listing of activities,

duties or responsibilities that are required of the employee for this job. Duties, responsibilities and

activities may change at any time with or without notice.

Competencies:

Customer Service: Manages difficult or emotional customer situations; Responds promptly to

customer needs; Solicits customer feedback to improve service; Responds to

requests for service and assistance; Meets commitments.

Business Acumen/

Financial Management: Understands business implications of decisions; Displays orientation to

profita

Similar Jobs

Lead R&O Maint Technician

Honeywell Technologies • Freeport, IL • 23min ago

IT & Engineering

In this role, you will impact the reliability and operational excellence of our repair and overhaul maintenance operations, driving quality and safety standards while optimizing maintenance processes and team performance...

23min ago

Go to Apply

Regional Truck Driver - Van Midwest Fleet

Roehl Transport • Polo, IL • 7h ago

Trucking & Construction

Ask about our Dynamic Pay Plan! As a Van Midwest Regional Fleet driver, you'll haul largely no-touch freight to many of the same locations in the central part of the country. You will get home weekly - typically for 48 h...

7h ago

Go to Apply

Assistant Manager I

Dollar Tree • Monroe, WI • 1d ago

Retail & Hospitality

We're seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following: Assist with store functions and day-t...

1d ago

Go to Apply

Manufacturing Technician 1st Shift- Oregon

Coilcraft • Oregon, IL • 1d ago

Hospital & Medical

About Us: Coilcraft, Inc. is a successful, privately-held company with a worldwide reputation for manufacturing high-quality passive electronic components. Our operations span various industries, including telecommunicat...

1d ago

Go to Apply

Machinist Internship - Oregon, IL

Coilcraft • Oregon, IL • 1d ago

Manufacturing & Warehouse

About Us:Coilcraft, Inc. is a successful, privately-held company with a worldwide reputation for manufacturing high-quality passive electronic components.Duties and Responsibilities Set up and operate various @types of m...

1d ago

Go to Apply

Machinist- Oregon, IL

Coilcraft • Oregon, IL • 1d ago

Manufacturing & Warehouse

Location: Oregon, IL Shift: First Shift About Us: Since 1945, Coilcraft, Inc. has been a global leader in manufacturing magnetic components, headquartered in Cary, Illinois. We take pride in our rich history and dedicati...

1d ago

Go to Apply

General Labor Associates - Monroe, WI

IQ RESOURCE GROUP INC. • Monroe, WI • 2d ago

JOB REQUIREMENTS: IQ Resource Group is seeking General Labor Associates to join a cheese manufacturing team in Monroe, WI. If you are looking for steady work, a supportive team, and a chance to build a long-term career i...

2d ago

Go to Apply

Direct Hire Sanitation

IQ RESOURCE GROUP INC. • Monroe, WI • 2d ago

JOB REQUIREMENTS: IQ Resource Group is seeking Sanitation Associates to join a cheese manufacturing team and help create quality products. We are looking for dependable, detail-oriented individuals. If you\'re looking fo...

2d ago

Go to Apply

CNC Programmer - Oregon, IL

Coilcraft • Oregon, IL • 4d ago

IT & Engineering

Duties and Responsibilities Create, edit, and optimize CNC programs using G-code and CAM software (e.g., CamWorks, Mastercam, Fusion 360, GibbsCAM). Must be able to program CNC 3-axis and 5-axis mills using Cam software....

4d ago

Go to Apply

Physical Therapist (PT)

Genesis Healthcare • Freeport, IL • 4d ago

Hospital & Medical

Overview At Powerback, we're on a mission to improve lives. As the leader in physical, occupational, speech, and respiratory therapies, we help older adults stay active and thrive. With over four decades of trusted servi...

4d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)