Summary: Dual role position sharing time as both a personal banker and a teller. Possesses exceptional customer service skills and sales skills. Conducts various account transactions including opening new accounts and performing account maintenance. Accurately balances daily cash drawer and transitions clients into sales and cross-selling opportunities. Position based in Olympia Fields and travels between Calumet City, Calumet Park, Orland Park, and Hyde Park branches to support their sales and service initiatives. The associate is required to travel to and from the cluster of branches they support as needed. The associate may be reimbursed for mileage according to the Bank’s Accounting Policy, Exhibit G: Travel and Miscellaneous Expense Reimbursement Policy.

Essential Duties and Responsibilities

• Supports branch sales and service needs of a cluster of Lincolnshire, North Libertyville, South Libertyville, Deerfield, and Northbrook Branch Offices.

• Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management.

• Meets/exceeds all established sales goals assigned, by identifying the needs of potential and existing customers, offering appropriate products and services, and referring qualified clients.

• Evaluates the needs of potential customers and offers appropriate financial products and services. Performs the opening, maintenance and closing of accounts.

• Maintains working knowledge of Bank, Wealth Management and Financial Assurance products and services in order to answer routine customer inquiries and explain basic Bank regulatory policies and procedures.

• Answers customer inquiries related to account balances, bank services and general information efficiently and professionally.

• Participates in and is responsible for completing assigned quality customer calls for all Branch Calling Campaigns. Completes all calls by the established deadline.

• May be required to open and close the branch and assist with the opening and/or closing procedures of the branch while adhering to all security policies.

• Approves transactions within assigned authority level while ensuring that Bank’s policies/procedures and security procedures are being followed.

• Processes deposits and withdrawals and cashes checks. Verifies cash and endorsements, receives proper identification, and verifies authenticity of transaction.

• Issues negotiable instruments, accepts loan payments, and processes cash advances.

• Accurately enters Customers’ transactions into computer to record transactions, and issues computer generated receipts.

• Orders daily supply of currency/coin and verifies incoming/outgoing currency/coin. Counts and packages currency, sells excess currency and mutilated currency, and maintains proper levels of currency/coin according to Bank policy and procedures.

• Balances currency/coin, checks and other transactions to figures displayed in teller platform system

• Adheres to the Cash Difference/Occurrence Policy and all reporting requirements. This includes timely resolution of teller out-of-balance discrepancies.

• Performs the opening, maintenance, and closing of accounts.

• Obtains and verifies new customer information to establish new account relationships. Complies with USA PATRIOT Act.

• Complies with bank operations and security procedures by participating in all dual control functions, and auditing procedures.

• Participates in and attends branch sales/operational and team building meetings as scheduled.

• Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.

• Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.

• Completes all required training.

• Assists in the training/mentoring of both new and existing teller associates on all applicable policies and procedures, including all compliance requirements.

BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)

Experience and Skills:

• High school diploma or general education degree (GED)
• At least one year of cash handling/sales experience
• Strong organization and follow-up skills for customers of multiple locations
• Sales experience preferred

At BankFinancial we believe great employees deserve great benefits. The best part is you can pick and choose which benefits are right for you! BankFinancial's benefits for full-time employees include:

Compensation

• Referral incentive program
• Potential for performance-based incentives

Paid Time Off

• Paid Time Off (PTO) - includes vacation/sick/personal days
• Eleven Paid Holidays
• Bereavement Leave
• Jury Duty Leave
• Employment Anniversary PTO
• Birthday PTO

Insurance Benefits

• Medical, Dental and Vision Insurance
• Critical Illness and Accident Insurance
• Hospital Indemnity Insurance
• Basic Life/AD&D and Voluntary Life/AD&D Insurance
• Short-Term and Long-Term Disability Insurance
• Health Savings Account
• Flexible Spending Account
• Employee Assistance Program

Retirement Savings

• 401(k) with a discretionary match

Tuition Assistance

• Tuition Reimbursement Program