First American Bank
Senior Personal Banker
First American Bank, Miami, Florida, us, 33222
Senior Personal Banker
Org Structure: Job Posting LocationMiami, FL - 79 East Flagler StreetCategory:
Retail BankingType:
Regular Full-TimeJob DescriptionFirst 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 $5+ 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 Senior Personal Banker position is a senior-level role within the Retail Banking department. This non-exempt (hourly) role services the branch, provides professional customer service, and serves as a needs-based sales professional who is a subject matter expert regarding First American Bank's retail banking product and service offering. Additionally, they serve as a leader in sales, relationship building, retail lending, and compliance.DUTIES & RESPONSIBILITIESSalesServe 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.ServiceParticipate 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.Maintain proficiency in advanced phone queues to handle complex customer issues.Utilize tools and resources to organize and analyze customer data to align customer needs to tailored recommendations for products and services.Perform all daily personal banking tasks, including, but not limited to opening, maintaining, and closing deposit accounts.Exercise judgement with respect to required documentation for specific transactions.Assist and educate new and existing customers on available servicing technology.Serve as an expert in all First American Bank systems.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.Risk ManagementAnalyze and identify risks while conducting customer transactions.Lead and execute internal audits demonstrating an understanding of internal bank policies and procedures.LeadershipPromote teamwork within the branch to encourage participation.Assist in the coaching and development of less experienced colleagues.Serve as a professional role model, including appearance, dress, and communication.QUALIFICATIONSHigh School degree or equivalent.College degree in business or related field a plus.Minimum of two years of personal banking experience required.Proven track record of sales and customer service experience required.Ability to handle cash transactions and proficient in working with US currency.General understanding of consumer and mortgage lending required.Prior leadership experience preferred.Must be professional, comfortable speaking with external and internal contacts.Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats.Maintain good working relationships with internal partners.Use sound professional judgment to balance the interests of the organization and customer.Cold calling sales ability, with assertive, positive, and persistent style.Proficiency with Microsoft 365 products and applications.Occasional travel to other First American Bank locations to assist and audit other branches required.Typically scheduled for a 36 - 40 hour work week with shifts between the hours Monday through Friday 8:00 a.m. to 6:00 p.m. and Saturday 8:00 a.m. to 1:00 p.m.Punctuality is required to maintain First American Bank's customer service standards.
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Org Structure: Job Posting LocationMiami, FL - 79 East Flagler StreetCategory:
Retail BankingType:
Regular Full-TimeJob DescriptionFirst 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 $5+ 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 Senior Personal Banker position is a senior-level role within the Retail Banking department. This non-exempt (hourly) role services the branch, provides professional customer service, and serves as a needs-based sales professional who is a subject matter expert regarding First American Bank's retail banking product and service offering. Additionally, they serve as a leader in sales, relationship building, retail lending, and compliance.DUTIES & RESPONSIBILITIESSalesServe 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.ServiceParticipate 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.Maintain proficiency in advanced phone queues to handle complex customer issues.Utilize tools and resources to organize and analyze customer data to align customer needs to tailored recommendations for products and services.Perform all daily personal banking tasks, including, but not limited to opening, maintaining, and closing deposit accounts.Exercise judgement with respect to required documentation for specific transactions.Assist and educate new and existing customers on available servicing technology.Serve as an expert in all First American Bank systems.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.Risk ManagementAnalyze and identify risks while conducting customer transactions.Lead and execute internal audits demonstrating an understanding of internal bank policies and procedures.LeadershipPromote teamwork within the branch to encourage participation.Assist in the coaching and development of less experienced colleagues.Serve as a professional role model, including appearance, dress, and communication.QUALIFICATIONSHigh School degree or equivalent.College degree in business or related field a plus.Minimum of two years of personal banking experience required.Proven track record of sales and customer service experience required.Ability to handle cash transactions and proficient in working with US currency.General understanding of consumer and mortgage lending required.Prior leadership experience preferred.Must be professional, comfortable speaking with external and internal contacts.Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats.Maintain good working relationships with internal partners.Use sound professional judgment to balance the interests of the organization and customer.Cold calling sales ability, with assertive, positive, and persistent style.Proficiency with Microsoft 365 products and applications.Occasional travel to other First American Bank locations to assist and audit other branches required.Typically scheduled for a 36 - 40 hour work week with shifts between the hours Monday through Friday 8:00 a.m. to 6:00 p.m. and Saturday 8:00 a.m. to 1:00 p.m.Punctuality is required to maintain First American Bank's customer service standards.
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