Consumer Banker III

Overview

Job Profile Summary The Consumer Banker will work with existing Bank clients and prospect for new Bank clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.

• Perform necessary functions to open accounts and perform maintenance.
• Run a Teller drawer as deemed necessary by management.
• Support client engagement through active calling, client conversations, and follow up.
• Daily activities that align with The Bank Experience, including but not limited to:
• Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related.
• Ensure client follow up calls are conducted in the proper time frame.
• Maintain all operational and risk management standards.
• Other duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email.
• Model the way for peers and coworkers aligned with the Bank s Mission and Values.
• The CB is responsible for adherence to all compliance and regulatory procedures.
• Tracks, reports and communicates business results and activities to their FCM.
• Partner with the District Specialists to execute against retail strategies and objectives to attract, retain and grow core client relationships, fulfill client s financial needs and provide a first-class Client Experience.
• Function as client s personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
• Participate and lead in the Bank Experience by being active in site center huddles and meetings to support sales and service activities.
• Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business in an effort to assist clients meet their dedicated financial needs.
• Provide digital assistance and service for clients establishing or in need of support in utilizing the bank s online offering.
• Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex.

• 3-4 years of experience in coaching and/or mentoring in a retail environment.
• 3-4 years of personal experience in sales and service with previous success in achieving sales and service goals in a retail environment.
• 3-4 years demonstrated prior success with achievement of performance goals.
• High school diploma or general education degree (GED) required.
• 4-5 years related experience and/or training; or equivalent combination of education and experience.

• Associate s or Bachelor s degree and/or equivalent banking work experience preferred

At Bank Financial we believe great employees deserve great benefits. The best part is you can pick and choose which benefits are right for you! Bank Financial s benefits for full-time employees include:

• Paid Time Off - vacation and sick time
• Paid Holidays
• Bereavement Leave
• Jury Duty Leave

• Medical, Dental and Vision Insurance
• Critical Illness and Accident Insurance
• Hospital Indemnity Insurance
• Basic Life/AD&D and Voluntary Life/AD&D Insurance
• Short-Term and Long-Term Disability Insurance
• Health Savings Account
• Flexible Spending Account
• Employee Assistance Program

• 401(k)

• Tuition Reimbursement Program

• All roles are incentive eligible with the exception of Co-Op, Intern or Student positions.

Final pay is determined using criteria such as qualification, experience, education, and skills. Bank Financial reserves the right to extend an offer based on this evaluation.

EEO Statement Bank Financial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity).