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PERSONAL BANKER III - ONLINE CHANNEL
Chaska, MN
Job Description
| PERSONAL BANKER III - ONLINE CHANNEL | |
| : Chaska, MN | : College Graduate |
| : 3 - 5 Years Experience | : Unspecified |
| : Non-Exempt | : FULL-TIME |
| : | |
| Must have exceptional client service and sales skills and consistently maintain a positive attitude. Must be a team player who is supportive of the Mission, Vision, and Values of KleinBank. Provide outstanding client service to proactively sell the bank's products to clients and potential clients. Work as part of the online account opening team to ensure individual and bank/branch goals are met. Maintain a favorable image of the bank by conducting themselves in a professional, courteous manner while providing outstanding client service. A Personal Banker III will serve as a primary member of the bank's internal and external sales force and will focus on client relationships. | |
| : | |
| 1.Proactively provide information to clients regarding products and services, primarily over the phone in a high volume call center environment. 2.Prospect current customers through Outbound calling campaigns to maximize client relationships. 3.Develop relationships with clients to proactively identify client's needs. 4.Provide prompt, friendly and courteous service to all clients and team members. 5.Acquire and maintain knowledge of all required compliance procedures. Attend and complete required compliance training. 6.Have in-depth knowledge and ability to sell deposit and retail lending products/services. 7.Solicit, sell and close retail loans 8.Monitor the online account acquisition process, including system responses and decision referrals. 9.Open and close online banking deposit accounts and perform customer account change requests. 10.Retain clients and increase the level of products used by clients. 11.Recognize opportunities to cross-sell bank products, including business loans and make appropriate referrals according to performance standards. 12.Handle completion of forgery affidavits and fraudulent account inquiries. 13.May have Series 7 license. 14.Meet attendance and scheduling requirements for required shifts including possible Saturday rotations. 15.Performs other duties as assigned. | |
| : | |
| 3 - 5 Years Experience | |
| 3 to 5 years of banking experience preferred.Minimum of 2 to 3 years retail lending experience. | |
| : | |
| ~ Ability to cross-sell new and existing bank products and services while providing an outstanding client experience through relationship banking. ~ Experience in dealing with clients. ~ 3 to 5 years of banking experience preferred. ~ Minimum of 2 to 3 years retail lending experience. ~ Bachelor's degree in business and/or finance preferred or equivalent work experience. ~ Proficiency with Microsoft products and Bank software products. ~ Must have good communication skills. ~ Good mathematical aptitude. ~ Pleasant manner in dealing with bank clients. ~ Desire and willingness to be involved in community activities. ~ Ability to perform well under pressure. ~ Must be self-motivated. ~ Ability to multi task. ~ Expected to participate in appropriate classes and training as required by management. | |
Affirmative Action-Equal Opportunity Employer
KleinBank is an Equal Opportunity Employer of women, minorities, protected veterans, individuals with disabilities, sexual orientation and gender identity.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
3 to 5 years
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