Personal Banker Associate I - Burbank

563

Burbank, Illinois, US
Base: $43,680.00 - $69,900.00 usd annual; bonus/eq...
Onsite
Consultative sales process application
Financial needs assessment execution
Cross-selling to existing customers
The role focuses on using a consultative sales process to identify and meet the financial needs of customers

Job Summary

  • The role focuses on using a consultative sales process to identify and meet the financial needs of customers.
  • Candidates must complete a 4-8 week on-boarding program including rotations in operations and Sales & Service before certification.
  • The position requires maintaining ethical behavior, adhering to policies, and ensuring actions drive a positive customer experience.

Matching Summary

The role focuses on using a consultative sales process to identify and meet the financial needs of customers.

Salary

Base: $43,680.00 - $69,900.00 USD Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits programs included

Skills & Requirements

Must-have

  • Consultative sales process application
  • Financial needs assessment execution
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Customer experience enhancement

Nice-to-have

  • Strong verbal and written communication skills
  • Advanced math functions for financial analysis
  • Proactive outreach using marketing tools
  • Collaboration with business partners
  • Professional appearance and demeanor

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS
  • Understanding of advanced math functions
  • Knowledge of retail policies and procedures

Work Rights

Not specified

Tailored Resume

Cover Letter