Associate Personal Banker

Associate Personal Banker

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

The Associate Personal Banker position is an entry-level role within the Retail Banking Department. This non-exempt (hourly) role services the branch and provides professional customer service across both Teller and Banker functions.

Duties & Responsibilities

Service

• Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved.
• Assist in customer issue resolution in-person or via phone. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• Collaborate with internal business units to ensure a cohesive customer experience tailored to individual needs, resulting in a comprehensive banking relationship.
• Utilize tools and resources to organize and analyze customer data to align customer needs to tailored recommendations for products and services. Manage pipeline to adequately capture conversations and opportunities for prospective and current customers.
• Provide teller services including, balancing teller drawer, performing customer transactions, processing cash advances, depositing currency, ordering coin, and other teller services.
• Balance and replenish ATMs which includes processing of deposits and verifying currency in machine.
• Perform banking functions including, maintaining customer accounts, opening accounts, closing accounts, issuing official checks, and addressing any other customer inquiries.
• Participate in various customer service phone queues to service customers which includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• Assist in performing opening and closing procedures of the branch as needed.
• Adhere to all company policies and procedures.

Sales

Risk Management

Qualifications