Personal Banker - Full Time - Brookfield

CIBM BANK • Brookfield, WI

6d • Onsite

About The Position

The Personal Banker is responsible for the sales and delivery of financial services and assisting customers in a professional and courteous manner.

Requirements

• Knowledge of banking regulations and practices consistent with that normally obtained through 18 months of education or training beyond high school, or equivalent, is required.
• Skills and abilities sufficient to perform the essential functions--such as customer service and teller duties, data entry, basic mathematical calculations, and communication skills--are required.
• The ability to lift 50 lbs. is also required.

Nice To Haves

• Approximately three years of experience in banking or a related field, knowledge of bank regulations, and proficiency in using computer software for typical office applications are preferred.

Responsibilities

• Identifying customer needs in order to appropriately recommend bank products and services.
• Effectively communicating the benefits of recommended bank products and services.
• Cross-selling CIB Marine Bancshares, Inc (CIBM) and subsidiary products and services to further client relations and enhance organizational profitability.
• Our Personal Bankers process new account transactions, including but not limited to, completing related documents, data input, receiving the initial deposit, and providing cash station/debit cards.
• Contributing to the achievement of branch goals and participating in periodic sales campaigns.
• Maintaining relationships with current customers and generating loan and deposit growth within the Bank’s risk guidelines.
• Assisting customers with account inquiries by providing information and resolving issues.
• Participating and representing the bank in community activities.
• Providing administrative support to other retail and lending staff to meet the needs of the customer and assist in the sales efforts of the facility.
• Strictly adhering to bank policies, procedures, and controls over customer transactions and security.
• Attending product, sales, and compliance training as required.
• Effectively and fluently communicating with customers, co-workers, and other business contacts within a culturally diverse work environment.
• Developing and maintaining effective working relationships at all levels by proactively participating and contributing to a positive work environment, controlling emotions and temperament, and exhibiting courteous, respectful, and professional behavior.
• Staying abreast of company policies and procedures by attending and successfully completing all mandatory corporate and departmental training. Inclusive of, but not limited to, Annual Sensitivity Training, and Compliance Training.
• Accepting Retail and/or Mortgage loan applications and assisting applicants in completing them as well as counseling and resolving inquiries accordingly.
• Accurately processing customer transactions, including, but not limited to counting cash, accepting deposits, and processing withdrawal requests.
• The Personal Banker assists with Security Deputy duties including quarterly security training and procedural review.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees