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Relationship Banker
Relationship Banker-July 2024
Skokie
Jul 6, 2026
About Relationship Banker

  This job was posted by https://illinoisjoblink.illinois.gov : For moreinformation, please see:https://illinoisjoblink.illinois.gov/jobs/11568844

  Essential Duties

  Client DevelopmentProactively deepens customer relationships by meeting theirneeds through additional products and services. Actively refersclients to other areas for additional needs as well assuccessfully identify and develop prospects into newrelationshipsSuccessfully onboards all new clients by cross-selling entiresuite of products such as Online and Mobile Banking, etc.On a regular basis, follow up with clients and seek out newopportunities based on clients needs including recommendingproduct solutions (including cross sales)Partners with other bank employees developing, communicating andimplementing the sales strategy in order to meet/exceed businessobjectives and exchanges leads/referrals. Conducts joint outsidesales calls with employees at prospects or clients places ofbusinessClient Service and MaintenanceOpen new personal and business accountsPerform maintenance on accounts including, but not limited to,name and address changes, account renewals, signer andbeneficiary updates, etc.Counsel clients on their financial needs making recommendationswhere necessary and appropriateResolve client issues in a tactful and professional mannerAssist with clients Home Equity ApplicationsReview overdrafts and assist management in sound decisionsAssist in any other client services that may arise includingsupport for other Bank departments as requiredBanking Product KnowledgeHave full knowledge of all consumer and business banking productfeatures and benefits included but not limited to demanddeposits, savings, certificates of deposits, IRAs, Online andMobile Banking, Home Equity Lines of CreditUnderstand the titling and structuring of various types ofaccountsHaving a basic knowledge of other products the Bank offers andhow to effectively work with other departments to deliver thoseproducts to clientsResponsible for increasing knowledge for various product type toclient base4. Compliance/RiskAdhere to compliance policies/procedures and internalcontrolsAssist with any compliance monitoring necessarySupport the Banks efforts to ensure successful CRA resultsby participating in any Bank sponsored CRA activities whenavailableAddress CIP due diligence exceptions related to accountopening within 30 days5. Perform all essential Teller dutiesReceive checking and savings deposits: verify cash andendorsements, receive proper identification for cashback, and issue receipts of depositProcess savings withdrawals and cash checks: verifyendorsements, receive proper identification and ensurevalidityIssue personal money orders and cashiers checksBuy and sell currency from the vault as necessary toensure cash limits are not exceededAccept loan payments: verify payment amount and issuereceiptsLog and process mailPrepare/change currency orders for business clients androll coinGather CTR informationRedeem savings bondsBalance of cash drawer and cash recyclerProcess: Wire Transfers, Bond Coupons & Foreign ChecksSell/Buy Foreign CurrencyWire LogForeign DraftsSending Savings Bonds to Fed for RedemptionSell: MasterCard Gift CardsPerform Cash Audits with Teller Manager6. Responsible for ATM/Debit Card duties such asGuide new clients through the entire cardapplication process and perform any relevanttroubleshooting for existing cardholders whenevernecessaryMake adjustments as needed to client ATM/Debit cardfiles:Add/remove accounts linked to cardsRe-Order or replace (lost/stolen) cardsHandle requests for card limit increase and/orchange of addressUpdate and maintain appropriate ATM/Debit logs asneeded:Lost/Stolen LogCompromised Card LogCard Limit Increase Log30-Day Address Change LogPlace miscellaneous addenda on accounts linked tocards for cardholders travelling internationally, aswell as for closed accountsEnsure proper functionality of cards for clients whoare travelling internationally through theadjustment of settings in Client-CentralMaintain the accuracy of card file folders throughregular file maintenanceProcess various daily, monthly, and periodic reports7. Perform additional duties such asAttend monthly meetingsOrder and arrange suppliesSupport Retail Department in any capacitynecessaryNonessential Duties

  Other duties as assigned

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