Personal Banker Associate I - South Wacker

563

Chicago, Illinois, US
Base: $43,680.00 - $69,900.00 usd annual; bonus/eq...
Onsite
Consultative sales process expertise
Financial needs assessment skills
Cross-selling to existing customers
This role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership or tele-consulting

Job Summary

  • This role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership or tele-consulting.
  • Candidates will complete a 4-8 week onboarding program with rotations in operations and Sales & Service before becoming a certified Personal Banker I.
  • The position offers a total base pay range of $43,680.00 to $69,900.00 USD annually along with comprehensive benefits supporting physical, financial, emotional, and social well-being.

Matching Summary

This role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership or tele-consulting.

Salary

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

Skills & Requirements

Must-have

  • Consultative sales process expertise
  • Financial needs assessment skills
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Advanced math functions for credit analysis

Nice-to-have

  • Friendly and helpful demeanor
  • Proactive community engagement
  • Holistic financial solution delivery
  • Confident customer issue ownership

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS required
  • Understanding of advanced math functions
  • Experience in financial industry preferred

Work Rights

Not specified

Tailored Resume

Cover Letter