Private Banker

CFBank • Blue Ash, OH

5d • Onsite

About The Position

While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service.

Requirements

• High school diploma or general educational degree (GED) with some banking/finance experience or education preferred.
• Strong prior experience in product knowledge and cross-selling performance expected with position
• Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements
• Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed.
• Proficient computer skills are required and the ability to learn various Banking Software programs.
• Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
• Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing
• Must have excellent organizational skills and the ability to multi-task and to be flexible.

Responsibilities

• Develop business and generate meaningful growth through inside and outside sales.
• Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients.
• Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed.
• Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements.
• Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements.
• Help to ensure branch compliance, assisting with internal and external audits as needed.
• Comply with internal security policies and procedures and maintain customer confidentiality at all times.
• Adhere to all regulations, policies, and record-keeping requirements.

Benefits

• Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
• Professional development opportunities including educational/training opportunities
• “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
• Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
• Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
• One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED