Personal Banker Associate I - Diversey And Clybourn

563

Chicago, Illinois, US
Base: $43,680.00 - $69,900.00 usd annual; bonus/eq...
Onsite
Consultative sales process application
Financial needs assessment expertise
Cross-selling to existing customers
The 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

  • The role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership or tele-consulting.
  • Selected candidates will complete a 4-8 week onboarding program with rotations in operations and Sales & Service before becoming a Retail Personal Banker I.
  • Employees are expected to maintain ethical behavior, adhere to risk policies, and drive positive customer experiences while meeting production goals.

Matching Summary

The 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 benefits including physical, financial, emotional and social well-being support

Skills & Requirements

Must-have

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

Nice-to-have

  • Friendly and helpful demeanor
  • Proactive community engagement
  • Holistic financial solution delivery
  • Confident issue ownership
  • Team collaboration and guidance

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS required
  • Understanding of advanced math functions for credit analysis
  • Experience in financial industry preferred
  • Ability to travel for training sessions

Work Rights

Not specified

Tailored Resume

Cover Letter