Senior Personal Banker

Senior Personal Banker

Location:

Miami, FL - 9696 SW 40th St

Employment type:

Regular Full-Time

Pay: USD $25.96 - $28.37 per hour

# of Openings: 1

Work Arrangement:
Onsite

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.

• Serve as a lead representative for the branch to source, develop, and manage meaningful relationships with new and existing customers. Independently identify customer needs and educate them about the features and benefits of First American Bank personal banking products.
• Proactively contact clients to review and deepen their banking relationship as well as uncover and recommend additional products and services. Responsible for taking Home Equity and other retail loan applications, as well as closing loans, and referring mortgages to internal partners.
• Mentor branch colleagues regarding sales conversations to develop and deepen customer relationships.
• Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer.
• Partner with other areas of the bank to promote Business Banking, Wealth Management, Treasury Management and Merchant services.
• Participate in outbound calling, local community events, and other related activities to increase market awareness.
• Meet or exceed assigned sales goals.

• Participate in various customer service phone queues to service customers which includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved. Serve as a professional model for less experienced branch colleagues.
• Lead in all servicing aspects of personal Banking including mortgages, retail loans, IRAs, trust accounts, estates, and commercial accounts.
• Provide high‑level customer experiences by assessing and implementing resolution for sensitive customer issues. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• Maintain proficiency in advanced phone queues to handle complex customer issues which includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• 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.
• Perform all daily personal banking tasks, including, but not limited to opening, maintaining, and closing deposit accounts (consumer accounts, business accounts, and IRAs).
• Exercise judgement with respect to required documentation for specific transactions and evaluate First American Bank's ability to act upon a request.
• Assist and educate new and existing customers on available servicing technology which includes online banking and mobile technology.
• Serve as an expert in all First American Bank systems. Assist colleagues with system troubleshooting as necessary.
• Provide teller services including balancing teller drawer, performing customer transactions, processing cash advances, depositing currency, ordering coin, and other teller services.
• Adhere to all company policies and procedures.
• May be responsible for opening and closing the branch as needed.

• Analyze and identify risks while conducting customer transactions. Utilize compliance and fraud training to accurately respond and elevate suspicious activity to the appropriate department.
• Lea…