First American Bank
Personal Banker
Bartlett, IL – 970 S Route 59
First American Bank is a community bank that has expanded throughout Wisconsin and Florida. With more than 60 locations and $5+ billion in assets, the bank focuses on traditional values and forward‑looking philosophy.
The Personal Banker is a mid‑level, non‑exempt (hourly) role in the Retail Banking Department. The position provides professional customer service across teller and banker functions and acts as a needs‑based sales professional.
Duties & Responsibilities Sales
Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about First American Bank’s personal banking products.
Plan, prepare, and deliver tailored sales presentations to effectively showcase products and services.
Engage in sales conversations, assist customers in selecting banking products, handle Home Equity and other retail loan applications, close loans, and refer mortgages to internal partners.
Partner with other bank areas (Business Banking, Wealth Management, Treasury Management, and Merchant Services) to promote products.
Participate in outbound calling, local community events, and other activities to increase market awareness.
Meet or exceed assigned sales goals.
Service
Manage customer experience, ensuring satisfactory service standards and appropriate resolutions.
Resolve sensitive customer issues by researching, reviewing transactions, and redirecting to resources when necessary.
Use tools and resources to analyze customer data and provide tailored product recommendations; manage pipeline of conversations and opportunities.
Perform daily personal banking tasks, including opening, maintaining, and closing deposit accounts; exercise judgment on documentation for transactions.
Educate customers on online and mobile banking technology.
Assist customer service phone queues to research, review transactions, and redirect customers.
Provide teller services such as balancing drawer, processing cash advances, depositing currency, ordering coin, and other teller tasks.
Adhere to all company policies and procedures.
Assist in opening and closing branch procedures as needed.
Risk Management
Analyze and identify risks during customer transactions; use compliance and fraud training to respond and escalates suspicious activity.
Participate in internal audits to demonstrate understanding of bank policies and procedures.
Qualifications
High school degree or equivalent required; college degree in business or related field a plus.
Training provided; role requires taking loan applications and closing loans.
May require registering with NMLS.
Minimum one year of personal banking, customer service, or sales experience required; ability to handle cash transactions and work with U.S. currency.
Proven sales experience preferred.
Professional demeanor, strong communication skills, both written and verbal; proficiency with Microsoft 365.
Ability to learn new systems and adapt, occasional travel between First American Bank locations.
Typical schedule 36–40 hours per week; shifts Monday–Friday 8 a.m.–6 p.m., Saturday 8 a.m.–1 p.m.; additional hours may be required for phone queues, after‑hour meetings, and call nights.
Punctuality required to maintain customer service standards.
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First American Bank is a community bank that has expanded throughout Wisconsin and Florida. With more than 60 locations and $5+ billion in assets, the bank focuses on traditional values and forward‑looking philosophy.
The Personal Banker is a mid‑level, non‑exempt (hourly) role in the Retail Banking Department. The position provides professional customer service across teller and banker functions and acts as a needs‑based sales professional.
Duties & Responsibilities Sales
Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about First American Bank’s personal banking products.
Plan, prepare, and deliver tailored sales presentations to effectively showcase products and services.
Engage in sales conversations, assist customers in selecting banking products, handle Home Equity and other retail loan applications, close loans, and refer mortgages to internal partners.
Partner with other bank areas (Business Banking, Wealth Management, Treasury Management, and Merchant Services) to promote products.
Participate in outbound calling, local community events, and other activities to increase market awareness.
Meet or exceed assigned sales goals.
Service
Manage customer experience, ensuring satisfactory service standards and appropriate resolutions.
Resolve sensitive customer issues by researching, reviewing transactions, and redirecting to resources when necessary.
Use tools and resources to analyze customer data and provide tailored product recommendations; manage pipeline of conversations and opportunities.
Perform daily personal banking tasks, including opening, maintaining, and closing deposit accounts; exercise judgment on documentation for transactions.
Educate customers on online and mobile banking technology.
Assist customer service phone queues to research, review transactions, and redirect customers.
Provide teller services such as balancing drawer, processing cash advances, depositing currency, ordering coin, and other teller tasks.
Adhere to all company policies and procedures.
Assist in opening and closing branch procedures as needed.
Risk Management
Analyze and identify risks during customer transactions; use compliance and fraud training to respond and escalates suspicious activity.
Participate in internal audits to demonstrate understanding of bank policies and procedures.
Qualifications
High school degree or equivalent required; college degree in business or related field a plus.
Training provided; role requires taking loan applications and closing loans.
May require registering with NMLS.
Minimum one year of personal banking, customer service, or sales experience required; ability to handle cash transactions and work with U.S. currency.
Proven sales experience preferred.
Professional demeanor, strong communication skills, both written and verbal; proficiency with Microsoft 365.
Ability to learn new systems and adapt, occasional travel between First American Bank locations.
Typical schedule 36–40 hours per week; shifts Monday–Friday 8 a.m.–6 p.m., Saturday 8 a.m.–1 p.m.; additional hours may be required for phone queues, after‑hour meetings, and call nights.
Punctuality required to maintain customer service standards.
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