Universal Banker (Stockton and Galena)Illinois Bank & Trust, Galena, IL
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Illinois Bank & Trust serves customers from 11 locations in the Rockford metropolitan area, Rock Falls/Sterling region, Galena, Elizabeth and Stockton, Illinois markets. The bank is managed by a local board of directors and effectively run by local managers and local employees making decisions.
In early 2014, Freedom Bank based in Rock Falls, IL, merged with Riverside Community Bank. Later that year, Illinois Bank & Trust was born to incorporate the Rock Falls and Rockford Regions. In 2015, Galena State Bank became part of Illinois Bank & Trust, resulting in the representation of more than 100 years of community banking experience.
The mergers allow all Illinois Bank & Trust locations to serve clients under a common brand, fostering opportunities to expand the bank’s presence in the state to better serve customers through increased locations, greater convenience and expanded service.
A. Transaction/Sales Responsibilities:
1. Universal Bankers I are responsible for offering and selling financial products and services to both consumer and small business customers. Including, but not limited to:
a. Checking and Savings Accounts
b. Certificates of Deposit
c. Individual Retirement Accounts (IRAs)
d. Health Savings Accounts
e. Deposit only business relationship customers with non-lending needs
2. Operates a teller window regularly to meet the needs of the banking center.
3. Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products or services to customers and actively participates in the referral program and strives to meet goal (as determined by individual bank).
4. Effectively use sales skills such as: effective listening, adapting to differences in customers, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming resistance, asking for the business, completing sale, nurturing relationships, and establishing methods for follow-up.
5. Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing business.
6. Actively monitor the status of key customer relationships to promote business growth and service quality, Increase the number of services used per customer to increase both profits and customer retention.
7. Maintains confidentiality in handling customer and bank information.
8. Follows security policies and procedures to prevent bank and customer losses.
9. Resolves customer complaints.
10. Maintains a detailed level of knowledge on retail products and services and a conversational knowledge of non-retail products (e.g., mortgage, insurance, wealth management)
11. Works collaboratively with the banking team to achieve customer service and sales objectives
a. Actively participates in banking center sales activities
B. Operations Responsibilities:
1. Responsible daily for all teller operations
2. Maintains an acceptable Cash Over and Short account according to the bank policy guidelines.
3. Prepares Currency Transaction Reports and Monetary Instrument logs.
4. Must be security conscious and comply with all Bank Secrecy Act/Anti-Money Laundering requirements, Privacy of Customer Information Policy, and all consumer protection laws, regulations, and Bank policies as related to assigned job duties.
5. Opens and closes the banking center according to bank security policy.
REQUIRED SKILLS & EXPERIENCE:
2. 1-3 years of experience in sales & customer service
3. Previous teller or cash handling experience preferred, but not required
4. Experience providing high quality customer service
5. High attention to detail
6. Experience working in a team environment
7. Ability to count and balance cash
8. Ability to read and interpret documents such as policy and procedure manuals
9. Demonstrated ability to multi-task and manage time
10. Knowledge of MS Office, Windows and ten key calculator
11. Must satisfy requirements of the Federal Deposit Insurance Act Sec. 19
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