Relationship Banking Specialist I, II, III - MB Financial - Darien, IL

Relationship Banking Specialist I, II, III - MB Financial - Darien, IL -

Reference: PV15638

Abstract

This place serves because the “Buyer Ambassador” for the bank with the general objective of offering high quality and effectivity to clients preferring face-to-face interplay with the bank. The Relationship Banking Specialist is a key member of our sales and repair group. This place could have a radical understanding of the purchasers’ transaction necessities and be capable of successfully talk all obtainable choices to them. The person will educate clients about MB Financial Financial institution’s sales and repair supply choices and advocate the suitable services matching the client wants. This place may also refer clients to the suitable supply or supply channel that most closely fits the client’s wants. The person will probably be chargeable for opening new accounts and processing common transactions reminiscent of receiving and paying out cash, and retaining data of cash and negotiable devices concerned in monetary transactions in an environment friendly, pleasant and correct method per coverage and procedures. The worker will present personalised banking providers to monetary establishment clients by performing the next duties.

Important Duties and Obligations

• Represents the Financial institution in a courteous and professional method, by greeting and addressing the client by identify, whereas offering immediate, environment friendly, and correct service when servicing buyer wants.


• Liable for the enlargement of present buyer relationships and the event of latest enterprise by proactively tele-consulting and cross-promoting a full vary of services.


• Answerable for attaining established month-to-month and yearly deposit/mortgage objectives.


• Focuses on particular person and division objectives for income producing merchandise for each sales and referrals to different departments reminiscent of bank cards, pay as you go playing cards, enterprise banking and investments.


• Thorough information of all services and applicable strategies or presentation to the client.


• Understands and makes use of the wants based mostly sales course of, together with profiling buyer wants and onboarding new clients to satisfy wants.


• Information of Financial institution services and skill to promote services to the suitable buyer.


• Information of the Financial institution’s pc system to enter and retrieve buyer info to successfully service the client.


• Opens primary deposit accounts and prepares associated documentation.


• Receives checks and money for deposit/withdrawal, verifies quantity, examines checks for endorsements, enters clients’ transactions into pc system and points pc generated receipt in response to Financial institution procedures.


• Complies with over-journey or evaluation selections and signing authority in accordance with Financial institution procedures.


• Complies with safety procedures established to make sure security for workers and clients, to safeguard money provides and negotiable gadgets, to guard the privateness of buyer account info, in addition to, comply with fraud prevention tips established to guard the Financial institution from pointless losses.


• Some journey required. Have to be versatile to journey to different bank places as wanted.


• Lives the corporate values with inner and exterior clients.


• Complies with all Financial institution insurance policies/procedures and all relevant federal and state legal guidelines and laws.


• “LIVE” the Financial institution’s Mission Assertion and “PRACTICE” the Financial institution’s Company Technique.


• Different duties could also be assigned.

RBS II & III Further Duties

• RB II & RB III: Opens complicated account relationships comparable to enterprise/company accounts and

particular person retirement plan accounts; prepares associated documentation

• RB II: might have overdraft determination & approval authority


• RB III: has overdraft determination & approval authority


• RB II could also be required / RBIII is required to turn into a specialist in a number of of the next areas:

o LRM (Licensed to promote annuity merchandise) – present Insurance coverage license
o Financial institution at Work
o Small Enterprise
o Phone Banker (Retail)

Competencies

To carry out the job efficiently, a person ought to show the next competencies:

Gross sales
The Relationship Banking Specialist has a superb understanding of the Financial institution’s services and is accountable for delivering steerage by successfully matching buyer’s wants with each service transactions in addition to via wants evaluation and sales. Beneath Banking Middle Supervisor supervision, the Relationship Banking Specialist will generate leads, construct new and keep present buyer relationships, leading to outcomes that outline excellence within the customer support expertise.

Buyer Service
Particular person demonstrates a constructive and useful angle towards clients (inner and exterior), understands their significance to MB Financial Financial institution and understands how his/her job impacts clients; establishes and maintains good relationships via interactions or work accomplished; tasks a constructive and professional picture of MB Financial Financial institution.

Communication
Particular person should possess wonderful written and oral communication expertise. Have the ability to write clearly and concisely, utilizing correct grammar, spelling and punctuation. Have the ability to categorical self in speech; have the ability to handle considerations or issues in an open, non-defensive method whereas conveying self-confidence and information of topic in chatting with clients.

Job Information
Particular person possesses and demonstrates the technical capacity to carry out required duties, is sensible in making use of information to assignments, and maintains experience by maintaining present with new developments, insurance policies and procedures.

Drawback Fixing
The power to outline and supply options to resolve issues. Makes use of information of the group to determine useful assets. Consideration to element on the degree at which duties are carried out rigorously, precisely and in accordance with coverage and procedures.

Qualifications

Schooling/Expertise
Associates diploma or equal from a two yr school or technical faculty; or a highschool diploma or basic schooling diploma (GED) with:

• RB I: six months of job associated expertise and/or coaching.


• RB II: one yr of job associated expertise and/or coaching.


• RBIII: three or extra years of job associated expertise and/or coaching

Certificates and Licenses
Registration with the Nationwide Mortgage Licensing System & Registry (NMLS Registry) is required upon rent; sure job obligations as outlined by the SAFE Act will not be carried out till registration is full. Good standing with the NMLS Registry have to be maintained.

MB Financial is an Equal Alternative Employer and doesn’t discriminate towards any worker or applicant for employment due to race, shade, intercourse, age, nationwide origin, faith, sexual orientation, gender id, standing as a veteran, and foundation of incapacity or another federal, state or native protected class.

As part of the MB Financial hiring course of all candidates will probably be required to undergo and move a pre-employment urine drug screening.

20160224

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