Career Details
Financial Services Representative/Banking Assistant
- Job Type: Full-Time
- Location: Peoria, IL
- Date Posted: 10/19/2022
- Apply By: 11/18/2022
Job Description:
This position will support the Peoria office through performing teller and personal banker duties as well as providing administrative support to the mortgage and commercial departments. Incumbent will be responsible for providing a high quality of customer service, cross-selling bank services, and comprehensive, prompt, and efficient handling of customer transactions on the teller line; providing a variety of bank services to customers, including personally assisting customers in opening/closing new accounts, selling CD’s, assisting with debit and ATM cards, etc.; supporting the mortgage function through assisting with scanning, document tracking and forms processing; and supporting the commercial function through scanning and document tracking.
KEY ACCOUNTABILITIES:
Teller/Banker Responsibilities:
- Represents the bank to the customer in a courteous and professional manner and provides prompt, efficient and accurate service in the processing of transactions.
- Receives checks and cash for deposit in savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability and enters transactions into core processing system.
- Cashes checks and pays money from savings and checking accounts upon verification of signatures and customer account balances. Inspects all checks, bonds, money orders, savings and checking withdrawals to determine negotiability. Processes commercial depository bags and completes coin orders as needed.
- Provides information on a variety of accounts.
- Receives payments for mortgage, installment and other loans.
- Provides customer service in safe deposit area.
- Displays knowledge and proficiency in explaining and selling bank’s products; recognizes sales opportunities and refers customers to appropriate system-wide resources.
- Opens deposit accounts and manages the necessary paperwork to open a full range of consumer and business products in accordance with established procedures.
- Provides quality customer service when answering questions and resolving complaints in person or via telephone.
- Provides administrative services to retail customers for online banking.
- Assures teller drawer balances accurately and in a timely manner at the close of business day; assures all monies are secured according to established security procedures.
- Assists in opening and closing bank procedures as needed.
- Maintains required logs related to procedures and transactions on a daily basis.
Mortgage Assistant Responsibilities:
- Performs maintenance tasks.
- Scans files into image capture system.
- Prepares and processes forms and legal documents required for residential loans.
- Arranges for title searches and obtains necessary documents.
- Prepares loan files after closings; performs secondary review of compliance checklists and secondary market requirements for sale eligibility.
Commercial Assistant Responsibilities:
- Works in conjunction with commercial lenders to obtain required loan financial information and other loan documentation prior to loan closing and as needed; track and follow up on incoming recordable documents.
- Scans files into image capture system.
- Processes documents for titles and mortgage recordings and conducts follow-up. Releases liens on titles and mortgages as requested.
POSITION REQUIREMENTS:
- Exceptional customer service and communication skills
- General PC, 10-key and basic math skills
- Attention to detail and ability to multi-task; excellent organization skills
- General knowledge of bank products
- Working knowledge of mortgage and commercial loan processes
- Ability to work in a fast paced, team environment
- Ability to lift up to 50 pounds (not an essential function of the job as defined by the ADA)
Apply by mail at:
P.O. Box 1208/21 E. Main St.
Galesburg, IL 61402-1208
or via email at: employment@thefmbank.com
(Emails are not a secure form of communication so please do not send any confidential information).