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Description
Function: Provides excellent customer service to branch customers, meeting First National Bank branch service standards; SBCs have a clear understanding of bank products and services in order to cross-sell to customers and/or make appropriate referrals to other departments. Senior Consultants use advanced bank technology and provide support to customers in their use of digital banking products. Complies with all bank policies and procedures related to compliance including the Bank Secrecy Act. Contributes to branch goals in all assigned categories. Participate in job related training offered by the Bank. Senior Banking Consultants will work in multiple branches of a defined region providing support as needed.
Essential Duties:
· Has mastered all duties of Banking Associate and Banking Consultant. (Or comparable positions at another institution.)
· Serves as an in-branch trainer for new banking associates/consultants coming on to the bank.
· Considered a technical resource for other branch employees.
· Thoroughly understands consumer loan products and is able to assist the customer with the application process.
· Opens consumer depository accounts including IRAs.
· Handles the opening of commercial deposit accounts including repurchase agreements, sweep accounts and cash management services.
· Completes outbound customer phone calls for customer retention and onboarding.
· Accepts and accurately processes instructions for foreign wires and disclosures.
· Gathers necessary information and properly documents dispute transactions.
· Makes appropriate referrals to other bank departments including commercial and mortgage lending, digital commerce, First National Wealth Management and First National Investment, with a focus on deepening customer relationships with FNB.
· Understands common scam and fraud situations and knows how to report internally.
· Has a full understanding to deposit compliance regulations including Regulation CC – deposit holds.
· Understands the Bank Secrecy Act regulation and its branch related components, along with OFAC.
· Represents the Bank at community events when possible/applicable.
· Considered a resource for other Banking Associates/Consultants to assist with referrals and other assigned branch goals.
· Uses conflict resolution skills to handle higher level and/or difficult customer service issues.
· Follows Maine law to obtain and maintain a Notary Public designation.
Requirements
Position works 40 hours Monday-Friday, floating within covered branch territory.
Flexibility a must.
Prior banking experience strongly preferred.
Education:
· High School degree or GED
· Direct customer contact experience;
· Sales and computer experience.
Full Time
Banking
$40k-51k (estimate)
03/22/2024
05/21/2024
MILWAUKEE, WI
<25
1964
HARRY E SAMSON
<$5M
Banking