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Job Descriptions:

Job Profile Summary

The Preferred Banker is responsible for developing, defining, and executing the Bank's strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through the Bank’s products, with a wide array of banking and investment services.

This role will service the entire Cross Town district which can cover as far north as Libertyville, as far east as Lincolnwood and as far southwest as Joliet. Travel will be required within the district footprint. Main office location will be based upon selected candidate location.

Essential Functions/Responsibilities

+ Actively manages client relationships acting as the first point of contact for assigned client relationships, being the client’s personal advocate across the organization, adding value and service through the ability to identify client needs by developing personalized plans for clients, analyzing customer information, defining goals, and building a strategy and plan in order to make recommendations.

+ Drive and build trust through timely and relevant communication, documenting progress, executing efficiently, and delivering on the established plan with the client.

+ Develop strong business relationships with key partners (i.e. Yellow Cardinal) focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making the needed introductions and referrals to appropriate business partners.

+ Leverage internal partners, external contacts, and centers of influence as sources for new client opportunities for the Bank within their assigned District(s) and Region.

+ Integrate well into the community, developing outside sales opportunities by being visible through active participation in community groups. Discover and support site-specific events open to the community.

+ Maintain proficiency in product knowledge and comprehensive solutions that the Bank offers that involve deposit, credit, and investment components.

+ Proactively sets calling strategies within the Region to follow up on leads to establish opportunities that drive new connections and opportunities that lead to new clients, anchored with a core checking account or operating account.

+ Participates in bank marketing and sales promotions, especially within the District and assigned Region; contributing to initiatives and programs designed to promote organization’s strategic priorities.

+ Maintain and complies with all bank, loan, and regulatory guidelines and policies.

+ Be the point of contact for local bankers, specialists, and partners, providing coaching, feedback, and knowledge on how a Preferred Banking relationship can benefit clients and business owners.

+ Actively seek opportunities to develop and maintain their book of client relationship to be the primary connection and advocate for clients and business owners by listening, educating, advising, and guiding them towards their financial goals.

+ Other duties as assigned.

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

Required Experience:

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

+ 3-5 years experience in banking and/or in the financial services industry working with clients.

+ 3-5 years sales and service experience with previous success in achieving sales and service goals related to working with customers within the Bank.

+ Bachelor’s Degree or equivalent experience.

+ Demonstrated strong product knowledge related to banking products, services, and credit solutions for consumer clients.

+ Familiarity with financial planning, investment products, and wealth solutions.

+ Excellent interpersonal, verbal, written communication, organizational, and time management skills.

+ Ability to manage multiple tasks/projects and deadlines simultaneously.

+ The ability to work well independently with limited direct supervision and in a team environment.

Preferred Knowledge and Skills

+ Desire to pursue professional financial designation (FPQP®, CFP®, CWS, ChFC, etc.)

Keyword: Preferred Banker, Business Partnership, Financial Education, Financial Planning, Financial Wellness, Relationship Banking

From: BankFinancial