Personal Banker Beloit Office

About the role

Lake Ridge Bank is seeking a motivated candidate to join our New Beloit office as a Personal Banker. A Personal Banker is responsible for delivering a premier client experience that is second to none by helping out our clients with just about all of their consumer/retail banking needs. The Personal Banker will provide new and existing clients with resources and solutions to serve all their financial needs and will work to grow relationships that are mutually beneficial for the client and bank. The primary responsibility for this position will be to develop and nurture client relationships.

Responsibilities

• Achieve full banking relationships with clients
• Maintain expertise of all deposit and consumer loan products and services
• Resolve client needs/problems/issues and provide high quality personalized service
• Actively sell deposit and consumer loan products and services by utilizing effective sales skills including listening, being persuasive and building confidence and trust with clients and potential clients
• Open deposit accounts for clients including but not limited to checking, savings, CDs as well as properly completing all account paperwork
• Process transactions such as cashing checks, account withdrawals, deposits, loan payments, etc. while properly balancing and maintaining a cash drawer
• Follow through with onboarding new clients/new accounts
• Promote and maintain positive relations with all internal and external contacts, clients and potential clients
• Meet established benchmarks for individual, office, and department
• Actively participate in sales, office and staff meetings
• Maintain confidentiality of client information at all times
• Participate in community involvement/bank activities
• Perform all other duties as assigned

Requirements

• Associate's Degree in a related field and/or 2 years equivalent work experience in a client services/sales environment
• Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse group of clients
• Ability to work a full-time, 40-hour schedule with flexibility between 7:45 AM and 5:30 PM, Monday through Friday
• Complete initial training and onboarding at our Monona and Janesville locations
• Availability to work Saturday rotations between 9:00 AM and 12:00 PM
• Demonstrated problem solving skills with the ability to make good decisions
• Flexibility with the ability to adapt to an ever-changing work environment
• Willingness and ability to participate in community functions where the office is involved
• Ability to represent the organization in a professional, positive manner
• Proven sales ability

Other responsibilities

• Complete all annual Bank Security and compliance training
• Adhere to Bank Security guidelines as required for this position
• Always maintain confidentiality of client information
• Stay current on all compliance regulations