Associate Personal Banker

Job Description

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $8+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century.

First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

The Associate Personal Banker position is an entry-level role within the Retail Banking Department. This non-exempt (hourly) role services the branch and provides professional customer service across both Teller and Banker functions.

• Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved.
• Assist in customer issue resolution in-person or via phone. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• Collaborate with internal business units to ensure a cohesive customer experience tailored to individual needs, resulting in a comprehensive banking relationship.
• Utilize tools and resources to organize and analyze customer data to align customer needs to tailored recommendations for products and services. Manage pipeline to adequately capture conversations and opportunities for prospective and current customers.
• Provide teller services including, balancing teller drawer, performing customer transactions, processing cash advances, depositing currency, ordering coin, and other teller services.
• Balance and replenish ATMs which includes processing of deposits and verifying currency in machine.
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• Adhere to all company policies and procedures.

• Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer.
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• Meet or exceed assigned sales goals.

• Analyze and identify risks while conducting customer transactions. Utilize compliance and fraud training to accurately respond and Escalate suspicious activity to the appropriate department.
• Participate in internal audits demonstrating an understanding of internal bank policies and procedures to ensure exemplary customer service standards are met.

• High School degree or equivalent required.
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• Punctuality is required to maintain First American Bank’s customer service standards.