Retail Personal Banker I - Bartlett, Il (spanish Speaking Preferred)

563

Bartlett, IL, US
Base: $43,680.00 - $69,900.00 usd annual; bonus/eq...
Onsite
Consultative sales process execution
Financial needs assessment capability
Cross-selling to existing customers
Selected candidates will complete a 4-8 week on-boarding program with rotations in operations and Sales & Service before becoming a Retail Personal Banker I

Job Summary

  • Selected candidates will complete a 4-8 week on-boarding program with rotations in operations and Sales & Service before becoming a Retail Personal Banker I.
  • The role focuses on using a consultative sales process to identify customer financial needs and acquire new households while deepening existing relationships.
  • Employees are accountable for maintaining ethical behavior, following policies to mitigate risk, and achieving individual and team production goals.

Matching Summary

Selected candidates will complete a 4-8 week on-boarding program with rotations in operations and Sales & Service before becoming a Retail Personal Banker I.

Salary

Base: $43,680.00 - $69,900.00 USD Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including physical, financial, emotional and social well-being support

Skills & Requirements

Must-have

  • Consultative sales process execution
  • Financial needs assessment capability
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Customer relationship building

Nice-to-have

  • Spanish speaking preferred
  • Experience in financial industry
  • Advanced math functions analysis
  • Community financial literacy events
  • Friendly helpful demeanor

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS
  • Understanding of advanced math functions
  • Ability to travel for training sessions

Work Rights

Not specified

Tailored Resume

Cover Letter