Job Description

Job Profile Summary

The Consumer Banker will work with existing Bank clients and prospect for new Bank clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.

Essential Functions/Responsibilities

• Perform necessary functions necessary to open accounts, perform maintenance.
• Run a Teller drawer as deemed necessary by management
• Support client engagement through active calling, client conversations, and follow up.
• Daily activities that align with The Bank Experience, including but not limited to:
• Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related
• Ensure client follow up calls are conducted in the proper time frame.
• Maintain all operational and risk management standards
• Other duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email.
• Model the way for peers and coworkers aligned with the Bank's Mission and Values.
• The CB is responsible for adherence to all compliance and regulatory procedures.
• Client Experience.
• Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
• Participate and lead in the Bank Experience by being active in site center huddles and meetings to support sales and service activities.
• Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business in an effort to assist clients meet their dedicated financial needs.
• Provide digital assistance and service for clients establishing or in need of support in utilizing the bank's online offering.
• Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex.

BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)

Required Experience

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 2-3 years client service experience in a retail environment.
• 2-3 years sales and service experience with previous success in achieving sales and service goals in retail environment.
• High school diploma or general education degree (GED) is required.
• Associate's degree and/or equivalent work experience in sales is preferred.
• Possesses strong sales skills.

Preferred Knowledge And Skills

• Associate's degree and/or equivalent work experience in sales is preferred.

Level of Complexity and Scope

• Ability to serve a wide variety of client needs according to bank policy and procedures.

Benefits

At BankFinancial we believe great employees deserve great benefits. The best part is you can pick and choose which benefits are right for you! BankFinancial's benefits for full-time employees include:

Paid Time Off

• Paid Time Off - vacation and sick time
• Eleven Paid Holidays
• Bereavement Leave
• Jury Duty Leave

Insurance Benefits

• Medical, Dental and Vision Insurance
• Critical Illness and Accident Insurance
• Hospital Indemnity Insurance
• Basic Life/AD&D and Voluntary Life/AD&D Insurance
• Short-Term and Long-Term Disability Insurance
• Health Savings Account
• Employee Assistance Program

Retirement Savings

• 401(k)

Tuition Assistance

• Tuition Reimbursement Program

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern or Student positions.

Final pay is determined using criteria such as qualification, experience, education, and skills. BankFinancial reserves the right to extend an offer based on this evaluation.

Keyword: Consumer Banker