PERSONAL BANKER - S. WASHINGTON ST.

STAR Financial Bank

Posted 2 months ago

Full Time

Kokomo, Indiana

In Person

Smart Summary

Responsibilities

The Personal Banker is responsible for providing superior customer service, opening new accounts, and resolving client inquiries. They also generate new business, process consumer loans, and maintain knowledge of bank products and procedures.

Qualifications

You have proven sales ability and excellent customer service skills, with the capacity to identify and recommend financial solutions. You are proficient with computer skills, including Windows-based systems, and possess strong critical thinking and problem-solving abilities to manage client inquiries and account maintenance effectively.

Must Have Skills for ATS

Sales

Customer Service

Account Opening

Financial Solutions

Computer Skills

Windows-based Systems

Critical Thinking

Problem Solving

Account Maintenance

New Accounts

IRAs

Certificates of Deposit

Money Market

Consumer Loans

Job Description

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What’s Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.

STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.

The Personal Banker position is included in a workplace model that does not allow remote work.

As a Personal Banker, essential responsibilities include:

  • Initiates and conducts interviews with all customers.
  • Provides superior customer service including the opening of new accounts and resolution of client inquiries.
  • Communicates with customers and potential customers either in person or on the phone to gather information for evaluation and recommendation of STAR’s banking solutions to best fit the client’s needs.
  • Completes all account maintenance issues in a timely manner.
  • Evaluates and responds timely to a wide variety of client issues either through direct personal action or referral to the proper source.
  • Initiates new accounts such as savings, IRAs, certificates of deposit, money market, preferred liquidity, etc. for both personal and business accounts.
  • Provides customers with information on deposit accounts, rates, fees, restrictions, and assists with other services.
  • Maintains and updates knowledge relating to changes in Bank products, services and procedures.
  • Generates new business to assist in meeting establishment profitability goals.
  • Generates, completes, and closes consumer loans.
  • Participates as lead internal contact for walk-in client sales inquiries.
  • Adheres to and applies all operational policies and procedures.
  • Identify and refer business opportunities to bank affiliates.
  • Serves as back up for Personal Banker I duties, Branch Manager duties and/or phone customer sales inquires.
  • Assists in the orientation/mentoring of new team members.
  • Completes annual compliance training by designated dates, as required.
  • May have commercial loan admin responsibilities.

    Skills Needed

    • Proven sales ability to identify and recommend varying solutions.
    • Ability to provide superior customer service through face to face and phone conversations.
    • Demonstrated technical ability to perform required duties and the ability to keep current on new products, loan promotions, and all services offered.
    • Proven critical thinking and problem solving skills.
    • Excellent oral and written communication skills.
    • Ability to consistently apply policies and procedures.
    • Strong attention to detail.
    • Strong organizational skills.
    • Proficiency in computer skills, to include windows based systems.

    Selected candidates are intended to become a Personal Banker II after 90 days of employment and must complete all certification requirements.

    Schedule Needs

    The Personal Banker role requires approximately 38.5 hours per week, scheduled between 8:30am and 5:15pm, Monday through Friday, with a rotating Saturday shift from 8:45am to 12:15pm. On weeks you're scheduled to work Saturday, you'll receive a shortened workday that week.

    Travel Expectations

    Assignments or training sessions may be held at various locations, such as Marion, Fishers, and Fort Wayne.

    In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement  Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 11 1/2 holidays. 

    ** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.

    STAR Financial Bank

    STAR Financial Group, Inc. is the parent company of STAR Financial Bank, best known for its culture of delivering quality service, personalized banking solutions and innovative use of technology. In addition, STAR Private Advisory offers licensed professional services in financial planning, trust, and asset management. STAR Financial Group has grown to $3.11 billion in assets with 37 locations in central and northeast Indiana. Commercial Loans – Our experienced professionals can assist with credit lines, accounts receivable, financing, leasing, real estate and construction loans and SBA loans. Mortgages - Whether it is buying the first house, building one or refinancing, we can help homebuyers find the mortgage solution that best fits their needs and situation. We also offer financing for a second home and investment properties, and we have a wide array of products to aid buyers at all income levels. Private Banking – We offer exemplary levels of service and special benefits through private banking for executives, professionals and business owners. Treasury Management – We provide our clients a variety of money management services including, remote deposit capture, lockbox, positive pay, business online banking with ACH origination and receipt capabilities.
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