Client Relationship Associate

Description :

TrustBank is seeking enthusiastic and entrepreneurial team members for the new TrustBank to be located in Wheaton, IL. We are seeking a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation and drive to contribute passionately while embracing TrustBank's vision, mission and core values. TrustBank was founded in 1912, and we have been Growing Prosperity Together ever since. Join a growing team of professionals and find a rewarding career at TrustBank.

JOB TITLE : PERSONAL BANKER

DEPARTMENT : WHEATON

REPORTS TO : ASSISTANT VP- WHEATON MARKET

FLSA STATUS : NON-EXEMPT

TYPE OF POSITION : FULL-TIME

JOB SUMMARY

Provide a high-touch approach to developing customer relationships. Offer the full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch operations and facilities management as needed. Address more complex transactions with ease and confidence. Communicate effectively with current and prospective customers, providing exceptional customer service at all times. Project a professional image for TrustBank that encourages your network and the Wheaton community to choose TrustBank.

DUTIES AND RESPONSIBILITIES

• Promote TrustBank, its Values and its Service Standards.

o Ensure that customers receive prompt and courteous service.

o Cross-sell products to customers to meet their needs.

o Answer phone inquiries.

o Represent TrustBank at community functions and in your network to generate new relationships.

o Opening new accounts.

o Issue and redeem certificates of deposit.

o Assist customers in resolving account related problems.

o Stay within compliance guidelines when opening and closing all accounts.

o Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs.

o Give out appropriate loan applications.

o Order ATM / Debit cards and update information, activate, etc.

o Process check orders / re-orders for customers

o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM)

o Open and close bank when needed.

o Process night drop deposits.

o Run teller transactions accurately and efficiently.

o Balance drawer cash and vault cash.

o Approve checks within limits.

o Order and stock adequate supplies.

o Maintain over and short reports and transaction reports.

o Ship and order currency and coin from Fed.

o Scan and balance transaction in the proof program.

o Assist with monthly reports.

o Attend bank meetings and educational seminars as required.

o Provide support to Market President.

o Support ancillary deposit operations across the bank at-large as assigned.

o Perform other duties as assigned.

WORKING CONDITIONS

The position is a full-time position, working 40-hours per week. Regular schedule is Monday Friday, 8 AM 5 PM or 9 AM 6 PM. Schedule is subject to change based on the needs of the bank. Position may require occasional attendance at banking functions and networking events outside of regular business hours. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.

TRUSTBANK CORE VALUES

Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITS

The estimated hourly rate for this role is $23-$25 / per hour, along with the eligibility for a discretionary annual bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience.

Our generous employee benefits details may be found on our bank's website. https : / / trustbank.net / company / career-opportunities

DISCLOSURES

TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer / Disability / Veterans

Updated February 5, 2025

Requirements :

EDUCATION and / or EXPERIENCE

Must have high school education and be able to master on-the-job training requirements. Associates degree or higher in business or finance is preferred. A minimum of two years in retail banking experience is required. Banking certifications are ideal but not necessary.

REQUIRED SKILLS AND ABILITIES

Experience in customer sales, relationship management, and cross selling skills are desired. Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have. High level knowledge of mortgage and lending products and services and wealth management services offered by the bank.

TECHNICAL SKILLS

Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner / copier, and other general office equipment.

Compensation details : 23-25 Hourly Wage

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