St. Banker job in Milwaukee, WI| Recruit Arrow
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Title
St. Banker
Location : Wisconsin, Milwaukee
Refer job # OYUY339199
 
Job Responsibilities and Requirements: JOB ACCOUNTABILITIES Acquire new and deepen existing customer relationships by initiating a thorough, quality conversations in order to identify customer needs and matching those needs with the appropriate Bank product or service. Requires strong understanding and execution of the Banks sales objectives, processes, tools and campaigns and must effectively demonstrate and sell all customer channels. Refer customers to other members of the branch team or select business partners including Private, Mortgage, AIS and Business Banking, as appropriate to meet the customer needs. Nurture and retain customer relationships by extending a courteous welcome and delivering accurate and timely customer service according to the established guidelines, including cashing checks, accepting deposits, and withdrawals, handling loan and credit card payments and dispensing monetary instruments and bonds. Look for opportunities to convert service activities into sales opportunities. Answer customer questions and resolve related account issues to ensure customer satisfaction, including phone and in-person. Perform service related activities such as on-boarding calls and appropriate follow-up with customers. Open new deposit related accounts, credit cards and savings products and process changes to existing accounts. Source new lending opportunities and support the process and closing requirements in line with banker duties. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued. Support the day-to-day operations activities of the branch as assigned including: cash vault balancing, reporting, tracking and servicing the ATM machines and night drop. Balance cash daily to maintain accurate transactions processed. Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations. This includes satisfactorily completing all required training and banker certification. Banker should perform reactive cross-sell activities such as campaign calls, e-refer follow-up and other related activities. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act. Responsible to report any procedure or process that doesn t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated s anonymous Ethics Hotline. Proactive aisle prospecting required for in-store bankers. EDUCATION LEVEL Required High School or equivalent combination of education and experience Preferred Associate's Degree Business or related field EXPERIENCE RequiredLess than 2 years Experience working in a sales and goals based environment, with strong customer service focus. PreferredLess than 2 years Sales and/or financial industry experience Less than 2 years Technology use including use of computer and systems. SKILLS Skill Sets Other Skills Proficiency Verbal Communication Intermediate Customer Relations Intermediate Mathematical Intermediate Other: Digital technology aptitude and ability Intermediate Operate Office Equipment Intermediate Organizational Intermediate Written Communication Intermediate Community Banking Full-time.
 
 
 
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