Personal Banker Associate I - Northbrook Willow

563

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

Job Summary

  • Selected candidates will undergo a 4-8 week on-boarding program with rotations in Operations and Sales & Service before becoming Retail Personal Banker II.
  • The role focuses on selling a full range of banking products and services to meet customer needs while maintaining strict risk and compliance standards.
  • Employees are expected to utilize marketing tools for proactive outreach and establish relationships with business partners to provide holistic financial solutions.

Matching Summary

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

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
  • Financial needs assessment
  • Cross-selling to existing customers
  • Risk management and compliance
  • Customer experience enhancement

Nice-to-have

  • Friendly and helpful demeanor
  • Confident communication skills
  • Proactive outreach abilities
  • Team collaboration mindset
  • Ethical business conduct

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter