Concierge Banker I

  • Banterra Corp
  • Eldorado, Illinois
  • Full Time
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Summary: A great opportunity to start your banking career and be part of

a growing company. Candidate with beginning banking experience will have

the opportunity to understand branch operations and work directly with

customers on a variety of transactions and responsibilities.

Responsible for establishing and maintaining lasting customer

relationships, customer rapport and trust. Identify the needs of

customers for a variety of general banking services through a proactive,

needs-based sales approach. Acts as the primary bank liaison to the

customer for meeting their financial needs and goals. Responsible for

sales, service and operational functions in a branch. Work schedule may

include weekends and evenings.

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All employees are expected to protect the information and assets of the

organization through heightened awareness of information security, cyber

security, and risk management best practices, as well as complying with

all applicable laws, regulations, and organizational policies.

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Responsibilities: include but are not limited to the following. Other

duties may be assigned.\

Develop and maintain customer relationships by calling on customers,

identifying prospects, establishing suitable methods of contact and

determining appropriate products and/or services. Recognize and pursue

opportunities to cross-sell banking products and services to new and

existing customers by assessing the customer\'s needs and being

knowledgeable of the features and benefits of the products. Facilitate a

sales culture within the branch facility.\

Meets or exceeds established sales goals.\

Represent the bank in a positive, courteous and professional manner.\

Provides excellent personal customer service to all internal and

external customers.\

Assist customers with questions, concerns, and explanations of bank

products or services offered. Refers customers to other departments as

appropriate.\

Provide direct customer service by answering a variety of questions in

regard to accounts (e.g., opening and processing new deposit accounts,

account balances, transfers, etc.). Ensure proper functioning of day to

day operations, including opening and closing procedures, vault

activities, cash levels and inventory supply as needed.\

Perform routine teller transactional services following procedures such

as receive checks and cash for deposit to savings and checking accounts,

verify deposit amounts, examine checks for endorsement and

negotiability, and enter transactions into bank records via an on-line

teller terminal, cash checks and pay money from savings and checking

accounts upon verification of signatures and customer account balances,

inspect all checks, bonds, money orders, savings withdrawals, and other

documents to determine their negotiability, receive payments for loans,

perform ATM, Cash Dispenser/Recycler balancing as needed. Initiate or

respond to customer written communication as needed.\

Take ownership of customer service issues through critical thinking and

problem resolution skills.\

Maintain a working knowledge of various departments and colleagues to

direct customer requests and inquiries.\

Follow policies and procedures, complete administrative tasks correctly

and on time, contribute to the overall profitability of the Bank through

cost controls and expense monitoring.\

Maintain adequate working funds as required by bank policy. Verify and

balance assigned cash drawer as appropriate with a minimal level of

variance. Keep cash drawer balance below maximum limit.\

Maintain customer confidence and protects bank operations by keeping

information confidential. Maintain the highest level of confidentiality

with all information obtained.\

Assume responsibility and is accountable for adherence to Bank policies

and procedures, a well as all applicable state and federal laws and

regulations pertaining to banking.

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Qualifications and Skills: To perform this job successfully, an

individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge,

skills and abilities required. Reasonable accommodations may be made to

enable individuals with disabilities to perform essential functions.

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Education/Experience:\

High School diploma or equivalent.\

Minimum of one year of relevant experience.\

Bachelor\'s degree in related field preferred.\

Strong knowledge of bank products and services.\

Strong sales and relationship building skills.

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Knowledge/Skills/Abilities:\

Ability to promote, sell and cross-sell bank products and meet referral

goals.\

Must have professional and personable presentation with\... For full

info follow application link.

**Physical Demands:**The physical demands described here are

representative of those that must be met by an employee to successfully

perform the essential functions of this job. Reasonable accommodations

may be made to enable individuals with disabilities to perform the

essential functions. The employee must have the ability to lift and

carry 25 pounds for a distance of 50 feet. **Intent and Function of Job

Descriptions:**The above statements are int
Job ID: 484882584
Originally Posted on: 7/11/2025

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