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in Evergreen Park, IL

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Hours Full-time, Part-time
Location Evergreen Park, IL
Evergreen Park, Illinois

About this job

GENERAL FUNCTION: A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range ofbankingproductsandservices to meet existing and prospective customers' needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribedtoolsandinteractingwith the staff for referral activity.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensuresthatactions and behaviors drive a positive customer experience. While operating within the Bank#s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES & RESPONSIBILITIES:

. Sales/Goals Function:

o Consistently meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management.

o Meet or exceed monthly/quarterly KPI point goals as defined by sales force effectiveness (SFE) reporting.

o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management.

o Maintain a working knowledge of and utilize the Consultative Sales Process with every customer interaction.

o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs and referring commercial loan opportunity to the Business Banking partner.

o Uncover consumer loan opportunities through utilization of the Consultative Sales and Service process during customer interaction and oversee the loan process until completion.

o Consistently meet or exceed brokerage referral goals as set by Bancorp. If licensed, must achieve goal in annualized revenue to retain (i) designation.

o Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.

o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the teller line and platform, phone prospecting, Membership Banking and attending various seminars andcommunityeventsasneeded.

o Actively participate in morning huddles, sales meetings and monthly staff meetings.

o Actively participate in phone prospecting within the financial center, utilizing the appropriate tools provided.

o Establish close relationships with assigned One Bank partners, such as Mortgage, Business Banking and Brokerage partners, to ensure that established goals for each business line are met. Provide guidance to the staff in the referralandsalesprocess.

. Customer Service Function:

o Provide a customer experience, as defined by Bancorp, that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty, and retention that provides a differentiated experiencefromotherfinancialinstitutions in the market place.

o Respond to all customer inquiries and service requests, providing professional resolution of problems/issues in a timely manner; generally within 24 hours, referring complex issues to the Financial Center Manager.

o Develop and maintain close relationships with the customer base of the financial center through knowledge of account ownership, active participation in lobby leadership, assisting the teller line, greeting customers by name, andadherencetocustomerservice standards as outlined by Bancorp.

. Operations Function:

o Open and maintain full range of retail accounts and services.

o Maintain a working knowledge of all security and risk controls in place to protect the Bank against criminal and fraudulent activities and unnecessary risk and exposure.

o Responsible to keep up to date on all security protocols.

o Ensure all account documentation is complete and proper signatures gathered and account documentation is properly secured and sent to imaging in a timely manner.

o Perform opening and closing procedures as a member of the platform staff.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

* College degree or equivalent combination of education and experience required. Experience in a sales environment required; experience in financial industry a plus.

* Demonstrated ability to develop comfort level with cold calling sales and/or the ability to cross sell to established customers.

* Ability to pass lending test requirements to achieve appropriate level of lending authority.

* Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.

* Must present a professional demeanor.

* An advanced level of written and oral communication skills must be demonstrated.

* Must demonstrate the ability to develop a strong working knowledge of knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions.

* This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions andregistrationrequiredforemployment in this position.