Talent.com
Personal Banker
Personal BankerFirst Mid Bank & Trust • Beloit, Wisconsin, United States
Personal Banker

Personal Banker

First Mid Bank & Trust • Beloit, Wisconsin, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Position : Personal Banker

Location : Beloit, WI

Job Id : 4313

# of Openings :

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and / or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.

At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards.

Responsibilities include, but are not limited to :

GENERAL :

  • Use a consultative sales process to build a thorough customer profile and identify current and future financial needs.
  • Opens all deposit related products including but not limited to IRA, Trust, Business, POA, Estate, etc.
  • Analyzes and reviews legal documentation associated with opening accounts.
  • Originate consumer loan applications and assist in the processing of loan applications.
  • May originate Home Equity related products.
  • Review consumer credit report.
  • Maintain an in-depth knowledge of consumer and small business products / services and recommend appropriate solutions.
  • Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
  • Establish close working relationships with assigned Business Partners (Mortgage, Commercial and Investment), referring customers when appropriate to provide timely financial solutions.
  • Provide guidance to Universal Bankers and Tellers with respect to the sales and referral process.
  • Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
  • Act with confidence by answering customer questions and owning customer issues.
  • Maintain a position of trust and responsibility by keeping all business confidential.
  • Adhere to established policies and procedures while opening / servicing the full range of bank products.
  • Participate in the opening / closing process of the branch as directed by the Branch Manager.
  • Keep up to date on deposit services procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
  • May manage a cash drawer and process transactions for customers as needed.
  • Complete other specified duties as assigned.
  • Travel to other branches within the region when required

SALES :

  • Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and / or cross-sell to established customers.
  • Ability to professionally represent First Mid in terms of appearance and verbal / written communication.
  • Consistently meet / exceed customer experience and individual / team production goals.
  • Qualifications

    Education :

  • High School Diploma / GED required.
  • Experience :

  • 3+ years' experience in the financial industry.
  • Skills :

  • Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
  • Demonstrated ability to develop a working knowledge of branch policies and procedures in order to utilize good judgment in making sound decisions.
  • This position may require S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
  • Bilingual English / Spanish Preferred
  • Total Rewards :

  • Competitive health, dental & vision coverage with HSA match
  • 401(k) with employer match + Employee Stock Purchase Plan
  • Generous PTO, paid holidays & parental leave
  • Tuition reimbursement & performance-based bonuses
  • Visit our Total Rewards page to see our full list of benefits

    First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.

    THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

    LP123

    Pay Range : $19.66 - $24.59 per hour

    Apply for this Position

    [job_alerts.create_a_job]

    Personal Banker • Beloit, Wisconsin, United States

    [internal_linking.related_jobs]
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Rockford, IL, US
    [job_card.full_time]
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is...[show_more]
    [last_updated.last_updated_30] • [promoted]
    DoorDash Shopper - Sign Up and Start Earning

    DoorDash Shopper - Sign Up and Start Earning

    DoorDash • Fort Atkinson, WI, United States
    [job_card.full_time] +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shopper you ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Field Representative

    Field Representative

    RDSolutions formerly RetailData • Rockford, IL, US
    [job_card.part_time]
    The retail industry continues to see unprecedented dynamics as it pivots to a true omni-channel shopping experience.Informed retailers are succeeding, and RDSolutions is providing them with the con...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Remote Sales Representative

    Remote Sales Representative

    Globe Life American Income Division • Rockford, IL, US
    [filters.remote]
    [job_card.full_time]
    Globe Life American Income Division Remote Sales Rep.Discover your next step at Globe Life American Income Division! As we expand into new territories, we are looking for dedicated professionals wa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Field Sales Representative

    Field Sales Representative

    AT&T • Beloit, WI, US
    [job_card.full_time]
    Job Description : Join an elite group of sales professionals bringing customized, white glove experiences directly in the customer’s home. Field Sales Representatives at AT&T are driven to connect – ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Customer Service Representative – Product Testing

    Remote Customer Service Representative – Product Testing

    GLOCPA • Janesville, Wisconsin
    [filters.remote]
    [job_card.full_time]
    We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Banker

    Personal Banker

    PNC • Loves Park, IL, US
    [job_card.full_time] +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Janesville, Wisconsin
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Full Charge Accountant

    Full Charge Accountant

    CFS • Beloit, WI, US
    [job_card.full_time]
    Why This Opportunity Stands Out : .Our client is a well-established organization with a strong reputation for stability and growth. This role reports directly to an experienced financial leader who va...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Banker

    Personal Banker

    Illinois Staffing • Loves Park, IL, US
    [job_card.full_time]
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    DoorDash Shopper

    DoorDash Shopper

    DoorDash • Fort Atkinson, WI, United States
    [job_card.full_time] +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shopper you ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Teller

    Teller

    Associated Bank - Corp • Beloit, WI, United States
    [job_card.full_time]
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Certified Personal Trainer - Full Benefits Included

    Certified Personal Trainer - Full Benefits Included

    VASA Fitness • Roscoe, IL, United States
    [job_card.full_time]
    At VASA Fitness, we're more than a gym we're a community built on.We create UPLIFTing experiences for everyone through inclusive, accessible, and on-trend fitness. VASA is a place where lives are ch...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Janesville, Wisconsin, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Branch Specialist

    Branch Specialist

    Consumers Credit Union • Loves Park, IL, United States
    [job_card.full_time]
    Great Place To Work certified company.Our Loves Park branch is currently seeking a full time Branch Specialist.This is a member-facing position with a lot of growth potential!.This position is a co...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Development and Market Insights Manager

    Business Development and Market Insights Manager

    GEA Process Engineering • Janesville, WI, US
    [job_card.full_time]
    Role Overview : Drive Growth with Data, Shape Strategy, and Elevate Customer Relationships Are you a strategic thinker with a passion for data-driven growth and a knack for building customer relatio...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Team Lead- Mortgage

    Team Lead- Mortgage

    Midland States Bank Careers • Rockford, Illinois, US
    [job_card.full_time]
    At Midland, we’re proud to be a little different.You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting ev...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Banker

    Personal Banker

    First Mid Bank & Trust • Janesville, Wisconsin, United States
    [job_card.full_time]
    Personal Banker ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]