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2 Personal Banker Jobs in Springfield, IL

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UNITED COMMUNITY BANK
Springfield, IL | Full Time
$78k-105k (estimate)
11 Months Ago
MARINE BANK
Springfield, IL | Full Time
$80k-108k (estimate)
4 Months Ago
Personal Banker
UNITED COMMUNITY BANK Springfield, IL
$78k-105k (estimate)
Full Time 11 Months Ago
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UNITED COMMUNITY BANK is Hiring a Personal Banker Near Springfield, IL

Personal Banker - Springfield, IL

Springfield, IL

United Community Bank is in search of a personal banker for the Bruns Lane Branch. This position will establish customer relationships through initial sales and services for new and existing clients in order to support the retention and growth of profitable client relationships, inside sales, customer prospecting, and customer liaison activities. Must be available for Saturday morning rotation.

Roles and Responsibilities:

  • Analyze customer utilization of products and services to identify potential product sales opportunities and referrals
  • Initiate contact with existing and prospective customers to outline relevant products and services, pending sales referrals, product changes, and new product information
  • Issue debit cards, Gift/Ace cards and explain operation to customers
  • Quick rate CD's
  • Facilitate timely resolution of customer requests and concerns while exhibiting excellent customer service
  • Promote customer retention
  • Participate in community events to identify sales opportunities
  • Refer customers to appropriate functional areas (e.g. Trust, Mortgage, Insurance, and Investment Services)
  • Create and maintain records of calling efforts, referrals, new products, and product changes/enhancements
  • Keep up-to-date on new retail products, services, regulations, and policies
  • Responds to customer questions regarding products
  • Manage customer accounts including performing Stop Pays, managing dormant, IRA/RMD, safe deposit box, and NSF accounts
  • Medallion Stamp authorization to verify signature cards for closed accounts Create EOY and EOM reports as required for records
  • Perform teller duties and required daily balancing if applicable
  • Answer telephone inquiries
  • All other duties as assigned
  • Knowledge of all regulatory standards
  • Knowledge of how to scan, copy, and fax documents
  • Complete all training and online testing requirement as assigned
  • Have knowledge of and uphold all bank policies and procedures
  • Maintain familiarity with the Bank Secrecy Act Policy, OFAC Policy, Check Cashing Policy, Teller Guidelines Policy, and any other policies relevant to your position

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Computer Requirements:

  • Proficiency in Microsoft Office (Word, Excel, Access, and Power Point)
  • Experiencing using Teller system and customer database software is preferred

Education/Experience Requirements:

  • High school diploma or equivalent
  • Prior banking experience is preferred

Additional Requirements:

  • Excellent customer service skills within the banking industry is preferred
  • Exceptional written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
  • Ability to explain the benefits of the most complex bank products and services and answer customer questions regarding these products and services
  • Knowledgeable of financial institution regulations
  • Excellent Stress Management/Composure skills
  • Problem Solving/Analysis skills
  • Strong attention to detail
  • Strong time management and organizational skills
  • Ability to multitask
  • Strong professional integrity in compliance with company policy, and ethical and legal standards
  • Ability to practice discretion and handle confidential information in a professional manner
  • Ability to perform duties independently with limited direct supervision

Attendance Requirements:

Employees are expected to report to work as scheduled, on time and prepared to start work. Employees are expected to remain at work for their entire work schedule. Late arrival, early departure or other absences from scheduled hours should be avoided.

Working Conditions:

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Requirements:

  • Requires bending, stooping or standing as necessary
  • Requires the ability to hear, speak and/or signal people
  • Effectively communicate verbally, in writing, and in English
  • Requires manual dexterity, typing, and the ability to lift files and open filing cabinets
  • The employee may occasionally lift and/or move up to 25 pounds
Personal Banker - Springfield, IL
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at United Community Bancorp will be based on merit, qualification, and abilities. United Community Bancorp does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, or any other actual or perceived characteristic protected by law.

Job Summary

JOB TYPE

Full Time

SALARY

$78k-105k (estimate)

POST DATE

06/10/2023

EXPIRATION DATE

05/27/2024

WEBSITE

unitedcommunitybank.com

HEADQUARTERS

LAKE PARK, IA

SIZE

25 - 50

FOUNDED

1931

CEO

KRISTY MILLS

REVENUE

$10M - $50M

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About UNITED COMMUNITY BANK

United Community Bank with locations in Milford, Okoboji, Hartley, Ocheyedan and Lake Park, Iowa offers full service banking to the communities they serve.

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The job skills required for Personal Banker include Products and Services, Customer Service, Prospecting, Customer Relationship, Problem Solving, Debit Card, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.

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If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

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Provides knowledge of financing, loans, and personal banking.

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A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

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