Personal Banker I bei AMERICAN FEDERAL BANK

Start a challenging and rewarding career with American Federal, a financially strong, employee-owned community bank offering top-tier benefits, paid time off, an exciting work environment, and more!

POSITION SUMMARY

The Personal Banker will be responsible for managing existing retail client portfolio and targeting new prospects with transactional financial needs and credit and investment solutions. They are knowledgeable in consumer, mortgage, investment and insurance products, services and delivery systems, operational procedures, and consumer credit and mortgage analysis. They are also principally engaged inside the bank with existing customers and walk-in prospects.  

The Personal Banker will spend time on client service and support including deposit, loan and cash-handling transactions, client question and problem solving, and support and service in the origination, processing and administration of consumer and business relationships, while maintaining operational accuracy and compliance within established bank policies and procedures and applicable governmental regulatory laws, regulations and reporting requirements.

ESSENTIAL ROLES AND RESPONSIBILITIES

•    Provide expert advice in banking, insurance and investments by developing the best solutions to help clients reach their goals
•    Provide solutions for a comprehensive retail offering, including financial, retirement, home ownership, education, asset protection, and major purchase; banking, investment and insurance products and services; consumer and residential real estate loans and credit solutions; and convenience products and services
•    Associate activities, including banking transactions, referrals, customer service and support, and loan processing
•    Commitment to American Federal values, including honesty, integrity, and trustworthiness
•    Continual building of job knowledge and expertise
•    Positive can-do attitude

QUALIFICATIONS:

•    College degree in business, banking, finance or a related field or equivalent
•    Minimum one-year experience in financial services
•    Ability to analyze detailed financial and credit data information

•    Securities licensing and Investment Advisor Representative (IAR) registration in the state(s) of practice is a plus

SKILLS AND COMPETENCIES:

•    Strong consumer credit skills and understanding of FDIC deposits, mortgage real estate products, investments and insurance
•    Excellent oral and written communication, presentation and proposal skills
•    Excellent customer service skills
•    PC proficiency, including Microsoft Office Suite, documentation preparation software and database marketing
•    Positive, can-do approach in interactions
•    Excellent interpersonal skills
•    Highest standard of professionalism, behavior, appearance and work activities

For a full Position Description, please contact [email protected].

Member FDIC

Equal Opportunity/Affirmative Action Employer

Including Protected Veterans and Individuals with Disabilities