Summary: Dual role position sharing time as both a personal banker and a teller. Possesses exceptional customer service skills and sales skills. Conducts various account transactions including opening new accounts and performing account maintenance. Accurately balances daily cash drawer and transitions clients into sales and cross-selling opportunities. Position based in Olympia Fields and travels between the Calumet City, Calumet Park, and Flossmoor branches to support their sales and service initiatives. The associate may be reimbursed for mileage that exceeds the normal commute mileage between the associate's residence and home branch.

Essential Duties and Responsibilities

• Supports branch sales and service needs of a cluster of Lincolnshire, North Libertyville, South Libertyville, Deerfield, and Northbrook Branch Offices.

• Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management.

• Meets/exceeds all established sales goals assigned, by identifying the needs of potential and existing customers, offering appropriate products and services, and referring qualified clients.

• Evaluates the needs of potential customers and offers appropriate financial products and services. Performs the opening, maintenance and closing of accounts.

• Maintains working knowledge of Bank, Wealth Management and Financial Assurance products and services in order to answer routine customer inquiries and explain basic Bank regulatory policies and procedures.

• Answers customer inquiries related to account balances, bank services and general information efficiently and professionally.

• Participates in and is responsible for completing assigned quality customer calls for all Branch Calling Campaigns. Completes all calls by the established deadline.

• May be required to open and close the branch and assist with the opening and/or closing procedures of the branch while adhering to all security policies.

• Approves transactions within assigned authority level while ensuring that Bank’s policies/procedures and security procedures are being followed.

• Processes deposits and withdrawals and cashes checks. Verifies cash and endorsements, receives proper identification, and verifies authenticity of transaction.

• Issues negotiable instruments, accepts loan payments, and processes cash advances.

• Accurately enters Customers’ transactions into computer to record transactions, and issues computer generated receipts.

• Orders daily supply of currency/coin and verifies incoming/outgoing currency/coin. Counts and packages currency, sells excess currency and mutilated currency, and maintains proper levels of currency/coin according to Bank policy and procedures.

• Balances currency/coin, checks and other transactions to figures displayed in teller platform system

• Adheres to the Cash Difference/Occurrence Policy and all reporting requirements. This includes timely resolution of teller out-of-balance discrepancies.

• Performs the opening, maintenance, and closing of accounts.

• Obtains and verifies new customer information to establish new account relationships. Complies with USA PATRIOT Act.

• Complies with bank operations and security procedures by participating in all dual control functions, and auditing procedures.

• Participates in and attends branch sales/operational and team building meetings as scheduled.

• Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.

• Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.

• Completes all required training.

• Assists in the training/mentoring of both new and existing teller associates on all applicable policies and procedures, including all compliance requirements.

BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)

Experience and Skills:

• High school diploma or general education degree (GED)
• At least one year of cash handling/sales experience
• Strong organization and follow-up skills for customers of multiple locations
• Sales experience preferred