PERSONAL BANKER (TRAVEL) - INDIANAPOLIS
STAR Financial Bank · Indianapolis, IN · 16 mo ago
SalesFull-time
Essential Responsibilities
- Initiates and conducts interviews with all customers.
- Provides superior customer service including the opening of new accounts and resolution of client inquiries.
- Communicates with customers and potential customers either in person or on the phone to gather information for evaluation and recommendation of STAR’s banking solutions to best fit the client’s needs.
- Completes all account maintenance issues in a timely manner.
- Evaluates and responds timely to a wide variety of client issues either through direct personal action or referral to the proper source.
- Initiates new accounts such as savings, IRAs, certificates of deposit, money market, preferred liquidity, etc. for both personal and business accounts.
- Provides customers with information on deposit accounts, rates, fees, restrictions, and assists with other services.
- Maintains and updates knowledge relating to changes in Bank products, services and procedures.
- Generates new business to assist in meeting establishment profitability goals.
- Generates, completes, and closes consumer loans.
- Participates as lead internal contact for walk-in client sales inquiries.
- Adheres to and applies all operational policies and procedures.
- Identify and refer business opportunities to bank affiliates.
- Serves as back up for Personal Banker I duties, Branch Manager duties and/or phone customer sales inquires.
- Affords assistance in the orientation/mentoring of new team members.
- Completes annual compliance training by designated dates, as required.
- May have commercial loan admin responsibilities.
Skills Needed
- Proven sales ability to identify and recommend varying solutions.
- Ability to provide superior customer service through face to face and phone conversations.
- Demonstrated technical ability to perform required duties and the ability to keep current on new products, loan promotions, and all services offered.
- Proven critical thinking and problem solving skills.
- Excellent oral and written communication skills.
- Able to consistently apply policies and procedures.
- Strong attention to detail.
- Strong organizational skills.
- Proficiency in computer skills, to include windows based systems.
Qualifications
Selected candidates are intended to become a Personal Banker II after 90 days of employment and must complete all certification requirements.
Benefits
- Traditional compensation and benefits packages.
- Innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage, Flexible Dependent Care Account, Health Savings Account (with employer contributions), Prescription Drug Plan, Employee Wellness Initiatives (physical/mental/financial), Health Management Reimbursement Program, Short Term/Long Term Disability, Life Insurance, Tuition Reimbursement, Competitive Pay and Bonus Program, 401k (with employer match).
- Generous Paid Time off including 11 1/2 holidays.