Global Investment Banking is pleased to offer the Baird Banking Bootcamp, a comprehensive multi-day virtual program designed to introduce undergraduate students to the field of investment banking.In collaboration with Wall Street Prep, Baird will conduct four 2½-hour workshop sessions, covering fundamental investment banking concepts and essential skills for early career success.The topics covered include:
Introduction to Investment Banking and Baird
Introduction to Accounting and Excel
Investment Banking Soft Skills
Introduction to Valuation
Participants will also have the opportunity to network with Baird Global Investment Banking professionals and gain insights into Baird's platform.Ideal candidates are current freshmen and sophomores who have an interest in exploring investment banking.Key Dates:
March 28
April 4
April 11
April 25
Each session will be held virtually from 12:00 PM to 2:00 PM CT, followed by a Q&A with bankers from 2:00 PM to 2:30 PM CT.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$96k-149k yearly est. 60d+ ago
Looking for a job?
Let Zippia find it for you.
Future Positions
HP Tuners 4.9
Personal banker job in Buffalo Grove, IL
Don't see a role that fits now? We are always looking for great talent, submit your resume to be considered for future opportunities!
$86k-128k yearly est. 60d+ ago
Nos super offres || Oil Products Trader
Ampersand World 4.8
Personal banker job in Geneva, IL
Your mission:
Develop and implement trading strategies based on market trends and supply-demand dynamics for oil products
Build and expand trading desk operations, leveraging networks to identify growth opportunities
Negotiate and finalize trading agreements with counterparties
Monitor market activity, generate reports, and maintain effective communication with stakeholders
Manage an autonomous trading book and generate consistent P&L
Reference markets: mainly North EU, Med, Africa, Middle East
Your profile:
10+ years of experience in oil products trading with a proven track record
Bachelor's degree in Finance, Economics, Business, or a related field
Strong knowledge of global energy markets and geopolitical factors
Entrepreneurial mindset with excellent analytical and quantitative skills
Proficient in trading platforms and software tools
Fluency in English (additional languages are a plus)
Autonomous with excellent communication skills and the ability to negotiate
$64k-105k yearly est. 60d+ ago
Universal Banker I, II, III - Villa Park, IL
Old Second Bank 3.7
Personal banker job in Villa Park, IL
Who We Are
At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.
With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!
Position Overview
The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed.
Essential Job Function - all levels
Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns. Follows up with customers by phone or email.
Accurately opens, closes, and maintains customer accounts according to established policies and procedures. Understands material covered in PersonalBanker training manuals.
Utilizes strong knowledge of Old Second products and services to advise new and existing customers of Old Second's comprehensive portfolio of banking options. Begins to learn and apply knowledge to more complicated retail products including IRAs and loans.
Maintains a high level of customer service to assist the branch in obtaining the highest customer service ratings, including internal survey results.
Utilizes cross training as a Teller to fill in as needed behind the Teller line to handle basic transactions including cashing checks, processing deposits and withdrawals, and adhering to processes and procedures including balancing drawer.
Maintain working knowledge of all internal and legislated compliance and regulations including satisfactory completion of all annual training.
Responsible for Operational Accuracy and Compliance (ex. Records, TD Ops, BSA/Fraud/CTR's, BAI, Signature Cards, CIP, Beneficial Ownership).
Maintains flexibility in work schedule including opening/closing branch as needed. Demonstrates willingness to fill in at other OSB locations as needed.
Additional Responsibilities/Focus of Senior Universal Banker (Level 2):
Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities.
Leads branch by example through exceptional customer service.
Additional Responsibilities/Focus of Universal Relationship Banker (Level 3):
Manages a book of Retail Banking clients by maintaining regular contact, advising on Personal Banking matters, and serving as a liaison to other business lines for their client base.
Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities.
Proactively connects with prospects and clients in the pursuit of new and cross sales opportunities. Utilizes each client communication to deepen customer relationships and loyalty to bank.
Refers other lines of business, such as Wealth Management, Mortgage and Commercial.
Has deep understanding and applied knowledge of more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate.
Minimum Requirements:
Universal Banker (Level 1):
High school diploma (or equivalent) and one year of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience.
Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
Must work onsite to perform responsibilities of this position.
Senior Universal Banker (Level 2):
High school diploma (or equivalent) and two years of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience.
Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
Must work onsite to perform responsibilities of this position.
Universal Relationship Banker (Level 3):
High school diploma (or equivalent) and three or more years of related experience which includes some banking and/or sales, client relationship management, consultancy experience, or cash handling, or equivalent combination of education and experience.
Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
Must successfully complete Universal (Relationship) Banker Cross Training Development Plan curriculum (or equivalent experience).
Must work onsite to perform responsibilities of this position.
Competencies - All levels
Demonstration of excellent customer service and professional communication.
Dedication to product promotion, sales referrals, and cross selling products/services.
Math and computer proficiency. Technical aptitude toward learning and utilizing bank software applications.
Basic understanding of banking, check processing, credits and debits.
Focus and organization during periods of high volume or interruption.
Reliable: dedication & commitment to work; follow-through on all tasks.
Knowledge and compliance with bank rules and regulations.
Preferred, but not required
Associate or Bachelor's degree preferred.
Note: Job levels and hiring decisions are based upon both the business needs at the Retail Bank location and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a level 2 or 3 Universal Banker role but may be hired in at a lower level based upon branch business needs and staffing dynamics.
Compensation & Benefits
Universal Banker - Level 1
Base pay: $18.10 - $22.50/hour. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
Senior Universal Banker - Level 2
Base pay: $20.50 - $26.50/hour. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
Universal Relationship Banker - Level 3
Base pay: $22.55 - $29.00/hour. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
Benefits: How We Support You - Old Second
Thanks for considering Old Second!
$18.1-22.5 hourly Auto-Apply 56d ago
US Private Bank- Private Banker- 2026 ReEntry Program 2026
Jpmorgan Chase & Co 4.8
Personal banker job in Evanston, IL
JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program.
Join a team delivering premiere service to high net worth clients through holistic financial advisement.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
* Three plus years of previous work experience in Private Banking or Financial Services
* Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
* Proven sales success and strong business acumen
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* Strong community presence with an established network
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$36k-77k yearly est. Auto-Apply 41d ago
Universal Banker I
Waterstone Bank 4.1
Personal banker job in Brookfield, WI
is $19.50 an hour and up, depending on experience.
Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II.
Duties and responsibilities for Universal Banker position:
Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws.
Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.
Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs.
Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person.
Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
Focus on the skills and attributes in order to complete the Banker Certification process
Perform other duties as assigned.
Qualifications for Universal Banker position:
Experience
Required: 1 - 2 years of sales experience
Required: 2-4 years customer service experience
Preferred: 2-4 years of sales and customer service experience in branch banking
Education
Required: High School Diploma or general education degree (GED)
Preferred: Associate's Degree business or related field
Certifications, Licenses, Registration
Required: Banker Certification within18 months of hire/promotion date
Benefits for Full-Time Position:
Outstanding Medical, Dental, and Vision Insurance
401(k) matching
Employee Stock Ownership Plan
Paid Time off
Paid Holidays
Flexible Spending Account
Pet Insurance
And so much more!
Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$19.5 hourly 60d+ ago
Private Client Banker - Libertyville Cook - Libertyville, IL
JPMC
Personal banker job in Libertyville, IL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$32k-61k yearly est. Auto-Apply 60d+ ago
Banker
Quality Talent Group
Personal banker job in Villa Park, IL
Job Description
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$32k-61k yearly est. 5d ago
Main Banker
Full House Resorts 3.2
Personal banker job in Waukegan, IL
Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include:
Bank Vault Attendant
Vault Attendant
What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need:
High School/GED preferred
Minimum of 1 year cash handling in a high volume environment.
Ability to handle high volume and stress situations.
Basic math skills with knowledge of currency
Excellent guest service communication skills
Ability to handle high volume and stressful situations
Proficiency in Excel and/or Google Docs
Computer and typing skills
Bilingual a Plus ( Preferred)
Physical Requirements:
Frequently speak, read, write, stand, walk, bend and stoop
Able to push, lift and carry up to 50 lbs.
Certificates, Licenses, Registrations: â Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary:
Medical, Dental, Vision
Matches 50% of your contribution, up to 4% of eligible contribution
Educational Tuition Reimbursement
Paid Time Off
Ventra Program, EAP programs, etc.
Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Salary Range:
$19.00-$30.00
$19-30 hourly 53d ago
Financial Representative - State Farm Agent Team Member
State Farm Agent 4.4
Personal banker job in Bartlett, IL
Benefits:
401(k)
Paid time off
State Farm Insurance Agent located in Bartlett, IL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Michelle Twitchell - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Profit sharing
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Detail oriented
Ability to make presentations to potential customers
Must be available to work the following schedule: Weekdays 9:00AM - 5:00PM
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $45,000.00 - $80,000.00 per year
Do you want a career and not just a job?
We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
Our office is located in Bartlett, Illinois.
I have been a State Farm agent since 1984.
I am a proud graduate of Millikin.
We currently have 8 team members at our agency.
We have 91 years of combined insurance experience in our office.
Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, Crystal Excellence Award, National Quality Award, Silver Scroll, Golden Triangle, and Bronze Tablet
Additional languages spoken: Spanish
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$45k-80k yearly Auto-Apply 60d+ ago
Bilingual Universal Banker
First Federal Bank of Wisconsin 3.7
Personal banker job in Milwaukee, WI
Full-time Description
To service the Bank's customers in a professional, courteous and confidential manner. To promote and process Bank depository products and services according to the guidelines of the Bank and be responsible for business development. Comply with regulations and policies of Bank as established.
Requirements
PRIMARY RESPONSIBILITIES
May perform any or all of the following duties:
Perform all work accurately, thoroughly and compliant with Bank policies and procedures.
Perform select duties associated with being a loan officer. i.e., loan generation, loan closing, loan administration and collections.
Greet all customers and potential customers, promote bank and cross-sell bank products and services.
Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit.
Examine checks deposited and determined proper funds availability based on regulation requirements and complete Hold Notices.
Process savings withdrawals.
Cash checks: verify endorsement, receive proper identification and ensure validity.
Identify counterfeit currency.
Accept loan payments: verify payment amount and issue receipts.
Buy and sell currency from the vault as necessary, ensuring that branch staff drawer cash limits are not exceeded.
Balance drawer daily, including periodic batching of cashed checks.
Ensure branch staff station is properly supplied.
Follow procedures for removing accounts for dormancy.
Process work utilizing scanning and other technologies on a daily basis.
Achieves sales and referral goals as assigned.
Keep management informed of customers' suggestions and concerns.
Answer basic customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Refer customers to the proper department for issues that cannot be resolved at the branch staff line.
Attend meetings as scheduled.
Count loose coins.
May have ability to override branch staff transactions including special override capabilities.
Assist in balancing the ATM, handling cash orders or vault duties.
Able to open depository accounts.
Cross-sell and telemarketing Bank products and services based on customer needs in accordance with the Bank's program standards.
Process depository products and services according to policy and regulations. Complete all follow-up duties associated with opening new relationships including new account paperwork is complete, in compliance and signed appropriately prior to filing for record keeping.
Explain and complete all services in a manner which assures the customer is in complete understanding of all terms and conditions.
Contact customers to obtain necessary signatures on items with missing or irregular signatures.
Disclose complete product and insurance information to the customer.
Refer all mortgage and commercial inquiries to the appropriate bankers.
Prepare management reports as required.
Answer phones and respond to customer inquiries in a professional and courteous manner.
Perform customer requested research, including printing statement and check copies.
Assist customers with routine account-related requests such as: funds transfers, electronic funds transfers (EFTs), stop payments, inquiries about Bank deposit products and service charges, inquiries about customer loan and transaction history, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquires about set up of online banking accounts and bill pay, and check verification requests by third parties.
Log all new accounts and verify all accounts are logged correctly prior to the end of the business day.
Complete all follow-up documentation.
Make calls to customers regarding negative account balances and to develop supportive long-term solutions.
Open and close branch, observing security procedures.
Perform select duties associated with being a loan officer. i.e., loan generation, loan closing, loan administration and collections.
Act as liaison to lending departments as needed.
Perform other duties as assigned.
OTHER RESPONSIBILITIES
Follow First Federal Bank of Wisconsin policies and procedures. Follow all state and federal banking regulations.
REQUIREMENTS / CORE COMPETENCIES
High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail.
OTHER QUALIFICATIONS / SKILLS
Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.
$29k-34k yearly est. 60d+ ago
Personal Banker
Citizens Bank 3.7
Personal banker job in Big Bend, WI
Hours/Schedule*:
Business Hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm
38-40 hours/week
*Hours may change at any time based upon business needs
Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.
Essential duties and responsibilities:
Represents the Bank to customers in a courteous, professional manner
Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs
Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks
Answers the phone and assists customers as needed
Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
Assists customers with account inquiries
Processes wire transfers
Processes changes of address
Processes stop payments
Unlocks and resets digital banking access
Processes CD deposits and batching
Processes account status changes
Enrolls Good Life Club members
Redeems savings bonds
Assists customer in balancing accounts
Orders customer checks
Creates new CIFs
Purchases and redeems foreign currency
Any and all other duties as assigned
These additional duties may be assigned based upon branch needs:
Safe Deposit Box access
Vault authority
Override authority
Safe Deposit Box rentals
Opening and maintaining IRA and HSA accounts
Notary services
Critical Competencies:
Accuracy
Customer Service Excellence
Relationship Selling
Teamwork
Requirements:
High School Diploma or GED required
1-2 years of related experience in banking required
Vault experience preferred
Personal banking experience preferred
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$28k-33k yearly est. Auto-Apply 38d ago
Universal Banker I
Waterstone Financial, Inc. 4.0
Personal banker job in Brookfield, WI
is $19.50 an hour and up, depending on experience. Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II.
Duties and responsibilities for Universal Banker position:
* Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws.
* Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.
* Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs.
* Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person.
* Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
* Focus on the skills and attributes in order to complete the Banker Certification process
* Perform other duties as assigned.
Qualifications for Universal Banker position:
Experience
* Required: 1 - 2 years of sales experience
* Required: 2-4 years customer service experience
* Preferred: 2-4 years of sales and customer service experience in branch banking
Education
* Required: High School Diploma or general education degree (GED)
* Preferred: Associate's Degree business or related field
Certifications, Licenses, Registration
Required: Banker Certification within18 months of hire/promotion date
Benefits for Full-Time Position:
* Outstanding Medical, Dental, and Vision Insurance
* 401(k) matching
* Employee Stock Ownership Plan
* Paid Time off
* Paid Holidays
* Flexible Spending Account
* Pet Insurance
* And so much more!
Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$19.5 hourly 60d+ ago
Financial Representative Entry Level
Northwestern Mutual-Chicagoland 4.5
Personal banker job in Barrington, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual - Chicagoland!
At Northwestern Mutual Chicagoland, we are driven by a mission to impact lives and build secure futures. Guided by our core values of Abundance, Integrity, Growth, Loyalty, and Culture, we attract, launch, and support financial services workers who share our commitment to making a difference. Recognized as one of the
Top Places to Work in Chicago
since 2017, our firm continues to grow toward an ambitious ten-year vision, expanding to eight offices, developing 200 advisors, and impacting 200,000 lives. As part of a company set to pay a
record-breaking $9.2 billion in dividends in 2026
, our advisors thrive within a culture built on purpose, excellence, and community. Beyond the business, we proudly give back through organizations like Alexs Lemonade Stand, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities.
Our thriving Network Office of the Chicagoland District is located at: 1901 Butterfield Road Suite 300 Downers Grove, IL 60515
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:
****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Ryan Kramer CLF, ChFC, CLU, Managing Partner:
Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015.
Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutuals leadership track, including Assistant Regional Director at the companys Milwaukee headquarters.
Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alexs Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst.
Trent Mausser CLU, ChFC, Managing Director:
Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa.
Prior Experience: Recognized nationally as a top college representative, Trent was featured in
USA Today
in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office.
Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alexs Lemonade Stand.
Kevin Pabst ChFC, Managing Director:
Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office.
Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times.
Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his familys lake house.
Scott Carr CLU, MSM, Managing Director:
Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24.
Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual.
Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren.
Jason Frano Managing Director:
Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020.
Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named Rookie of the Year in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role.
Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons basketball and baseball teams, and spending time with family.
Tracey Daniels Executive Director of Selection, Chicagoland
Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role.
Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers.
Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Learn more about Northwestern Mutual - Chicagoland: *******************************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$43k-67k yearly est. 27d ago
Financial Services Representative State Farm Agent Team Member
Jeffrey Smith-State Farm Agent
Personal banker job in Lake Forest, IL
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Jeffrey Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses
Excellent analytical, organizational, and problem-solving skills
Effective communication skills
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Health Benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Hiring Bonus up to $
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$29k-46k yearly est. 9d ago
Universal Banker
Millennium Bank 4.2
Personal banker job in Oak Brook, IL
Full-time Description
Function: Responsible for conducting timely and accurate teller transactions, vault transactions and fulfilling customer requests in accordance with bank policies and regulations. Additional responsibilities include opening retail and commercial accounts while maintaining current knowledge of competitor products, services and current promotions.
Essential Duties:
Accurately process transactions and new account openings in a timely and professional manner.
Maintain current knowledge of all Federal and State regulations, along with the Bank's policies and procedures.
Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
Processes assigned reports and / or job duties in an accurate and timely manner.
Develops working relationships by effectively responding to customer needs, resolving inquiries / complaints in a positive, professional and timely manner as outlined in Bank policies and procedures.
Responsible for ensuring all transactions are processed in accordance with internal policies and procedures including (BSA) Bank Secrecy Act requirements.
Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs.
Other duties as assigned.
Requirements
Knowledge, Skills and Abilities:
One year prior banking or relevant experience
Excellent interpersonal skills
Ability to prioritize and focus on critical issues
Creative problem solver
Able to remain calm, friendly and professional through all situations.
$28k-34k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Peter Grande-State Farm Agent
Personal banker job in Barrington, IL
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Training & development
State Farm experienced Sales Representative (Company Car Provided)
Peter Grande State Farm Harwood Heights, IL
About Us
Peter Grande State Farm is a trusted, award-winning insurance and financial services agency located at 4728 N. Harlem Ave, Harwood Heights, IL 60706. We proudly serve Harwood Heights and surrounding communities including Norridge, Chicago, Elmwood Park, Park Ridge, and beyond
Led by Peter Grande, CLU, our team brings decades of combined industry experience, and we speak multiple languagesincluding English, Polish, Spanish, Russian, and Ukrainianto meet the needs of our diverse client base. We offer a full suite of products including:
Auto, Homeowners, Renters & Condo Insurance
Life & Health Insurance
Business Insurance
Banking Services & Annuities
Pet Insurance
And more
Were passionate about protecting what matters most and helping our clients plan for a secure future.
Position Overview
Were hiring a Sales Representative to join our growing, high-performing team. This role is ideal for both recent graduates ready to launch a meaningful career and experienced professionals looking to elevate their income and impact.
As a Sales Representative, you will:
Develop leads, schedule appointments, and identify client needs
Present and recommend appropriate insurance and financial products
Build strong relationships with clients and follow up for service, renewals, and referrals
Engage in community outreach and networking events
Receive one-on-one mentorship from a seasoned agency leader
Enjoy the support of a collaborative, multilingual office
Use a company-provided car for client appointments and business travel
What We Offer
Company Car Provided for business-related travel
Competitive Base Salary + Uncapped Commission + Bonuses
Full Licensing Support (if not already licensed)
Paid training and one-on-one mentorship
Career advancement opportunities (Team Leader, Office Manager, Agency Owner Track)
Access to a wide product portfolio (auto, home, life, business, banking & more)
A modern, friendly, and multicultural work environment
Flexible schedule options
Office conveniently located on Harlem Ave with free parking
Who Were Looking For
Experienced Professionals:
State Farm experience desired, Company Car and Competitive Salary
Proven success in sales, customer service, or account management
Licensed in Property & Casualty and/or Life & Health (or willing to obtain)
Self-driven and eager to grow within a reputable agency
Qualifications
High School diploma required; college degree preferred
Valid Drivers License (required for use of company vehicle)
Must pass background and licensing checks
Bilingual (Polish, Spanish, Russian, or Ukrainian) a strong plus
Tech-savvy: able to navigate CRM systems, quoting tools, and online platforms
Work Schedule
Full-time position (MondayFriday)
Occasional evenings or weekends for community events or client appointments
Office-based with flexibility for field appointments and remote outreach tasks
Apply
$29k-46k yearly est. 10d ago
Business Banker - To 125K - Brookfield, WI - Job 3279
The Symicor Group
Personal banker job in Brookfield, WI
Business Banker - To $125K - Brookfield, WI - Job # 3279Who We Are
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our bank client is seeking to fill a Business Banker role in the Brookfield, WI area. The successful candidate will be Responsible for developing and maintaining long term customer relationships with commercial customers.
The position includes a generous salary of up to $125K plus bonus an excellent benefits package. (This is not a remote position).
Business Banker responsibilities include:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
The next step is yours. Email us your current resume along with the position you are considering to:
************************
$36k-63k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Chad Radtke-State Farm Agent
Personal banker job in Huntley, IL
Job DescriptionBenefits:
Salary PLUS commission
401(k)
Bonus based on performance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Ive been a State Farm Agent since 2007 and take pride in serving customers across Iowa, Illinois, Indiana, Missouri, and Wisconsin. I was raised in Grafton, WI, and graduated from the University of Wisconsin before starting my career as an agent. Family is central to who I ammy wife and I have three daughters, and we enjoy traveling and skiing together in the great outdoors.
Our office is multilingual, with team members who speak English, Spanish, Polish, and Russian, allowing us to connect with a wide range of customers. Were active in the community as Chamber of Commerce members and committed to building long-term relationships with the people we serve. If youre looking for a place where you can grow your career while being part of a supportive, community-focused team, this could be the right fit for you.
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Chad Radtke - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred.
Analytical and communication skills.
Proven track record of meeting sales targets.
Series 6, 63, 65 or 7 license.
$29k-46k yearly est. 33d ago
Universal Banker II
Peoples Bank 4.5
Personal banker job in Niles, IL
Job Description
This is an exciting opportunity for a Universal Banker II in Niles, IL. Polish-speaking is preferred.
Provide prompt, efficient and friendly service to ensure an excellent customer experience to all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills.
Duties and Responsibilities
Performs all UB I duties at a proficient level including, but not limited to the following items:
Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals
Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off
Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity
Always maintain integrity, including keeping all Bank business and information confidential
Opens new accounts for customers accurately and efficiently
Handles more complex customer inquiries and requests
Demonstrates strong sales skills. Routinely seeks to refer additional products when appropriate and documents referrals in Salesforce (includes referrals to other lines of business)
Moves seamlessly through the banking center acting in a variety of roles as necessary
Adapts easily to meet all needs
Participates in Bank and Team activities
May seek additional responsibilities such as internal committee involvement or corporate initiatives
May serve as backup to manager in their absence
May possess ability to effectively mentor others
Qualifications
High school diploma or its equivalent
One year of retail banking experience required
Six months of new account experience required
Experience with Microsoft Office Suite required
Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines
Polish speaking preferred
ABOUT US
For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.
Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.
At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.
For more information on benefits visit the Careers page of our company website at ***********************************************
Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Equal Housing Lender/ Member FDIC
Job Posted by ApplicantPro
How much does a personal banker earn in Antioch, IL?
The average personal banker in Antioch, IL earns between $31,000 and $50,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.