Associate Banker I
About The Position
The Associate Banker I is a proactive member of the Retail Branch team, serving as an initial sales and service contact for new and existing clients and servicing and profiling clients at the teller window. The role requires extensive teller skills and working knowledge of the banker platform system to service existing accounts and open new account relationships. The Associate Banker I builds customer relationships through sales and referrals of retail, commercial, investment, and other business products and services. The position performs daily branch duties, including account transactions and maintenance, customer correspondence, cash balancing and monitoring, cash shipments, and collection items. It also provides customer service, supports sales goals, follows applicable policies and regulations, and contributes to branch operations and team development. The role may include opening and closing the branch as needed and representing the bank at promotional events and in the community. This is a full-time, non-exempt position at the Devon Branch in Chicago, Illinois. The position reports to the Market Manager. The stated hourly salary range is $20.00–$23.00; final compensation may vary based on experience, skills, and qualifications. Employment is at will.
Requirements
- High school diploma or equivalent.
- At least one year of related experience in retail banking and/or sales.
- Extensive cash-handling experience and ability to perform basic math functions.
- Basic computer skills.
- Ability to communicate effectively in oral and written form.
- Ability to maintain a professional image when working with the public.
- Knowledge of banking policies, procedures, and regulations sufficient to perform duties with minimal supervision.
- Initiative and sound judgment in decision-making and problem-solving.
- Ability to work positively and interact effectively with coworkers and management in a team environment.
- Demonstrated sales initiative.
- Flexibility in scheduling.
Responsibilities
- Perform daily branch tasks, including account transactions and maintenance, customer correspondence, cash balancing and monitoring, preparing cash shipments, and handling collection items.
- Cross-sell bank products and services, open and close accounts, service customers, process stop payments and wire or telephone transfers, place check orders, process account instructions, and maintain files.
- Meet or exceed sales goals through effective cross-selling to current and potential customers.
- Deliver superior service to internal and external customers, address problems professionally, and escalate issues or complex concerns when needed.
- Follow bank policies, procedures, regulations, confidentiality requirements, and operational controls.
- Maintain balancing records in accordance with policy, identify and correct outages, and seek help for difficult errors.
- Communicate openly with branch team members and demonstrate planning, organization, dependability, flexibility, and enthusiasm for change and innovation.
- Maintain knowledge of the bank’s products and services, keep skills current, and pursue development through self-study, formal education, seminars, and in-house training.
- Support new and less experienced Associate Bankers by answering questions and helping resolve customer issues requiring additional experience.
- Participate in bank promotional events and product or service initiatives to support sales and service goals.
- Represent the bank professionally in the community and maintain an organized, prepared work environment.
- Know and practice applicable Bank Secrecy Laws and related requirements, including AML/CIP/SAR/CTR/OFAC and the USA Patriot Act; complete required training and request additional training when needed.
- Perform other duties as assigned.
Benefits
- Paid time off (PTO)
- Health insurance
- Dental insurance
- Vision insurance
- Flexible spending account (FSA) options
- Health savings account (HSA) options
- 401(k) plan with discretionary matching contributions
- Childcare assistance program
- Parental leave for primary and secondary caregivers
- Short-term disability coverage
- Long-term disability coverage
- Basic life and AD&D insurance, with elective additional coverage for the employee and eligible family members
- Mental health and wellness benefits, including a bank-paid Headspace subscription and access to an Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
