Jobs · Sales · Indiana

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.

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