Equity Trader Position
Personal banker job in Springfield, IL
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyRelationship Banker II | Mt. Zion
Personal banker job in Mount Zion, IL
The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services.
Duties & Responsibilities
Customer Service & Relationship Management
* Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
* Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
* Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
* Provide guidance to customers on financial products and services that best meet their needs.
Sales & Cross-Selling
* Actively identify and promote all bank products and services.
* Ask clients targeted questions to learn about their financial needs and goals.
* Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
* Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.
Account Management and Support
* Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
* Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
* Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
* Process and assist with customer loan applications, including personal loans and home equity lines of credit.
* Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process.
* Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
* Process transactions with a high degree of accuracy.
* Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
* Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
* Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
* Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
Team Support and Mentorship
* Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
* Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
Branch Operations & Administrative Support
* Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
* Support branch leadership in maintaining branch security and ensuring operational efficiency.
Education & Experience
Knowledge of:
* Strong sales and customer service skills
* Strong oral and written communication skills
* Basic math and accounting functions
* The basic tenets of lending and assessing a customer's financial needs
Ability to:
* Accurately count money
* Perform duties and make decisions under frequent time pressures
* Stand for extended periods of time
* Lift 50 pounds
* Explain products and services to current and potential customers
* In concert with Banking Center leadership and other LOB, participate in cross-selling
Education and Training:
* Requires a High School diploma.
* 2 years of banking experience with lending responsibilities required
* 1 year of previous training and/or combination of mentorship, military or management experience required
* Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
* Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18-$21/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Auto-ApplyUniversal Banker
Personal banker job in Decatur, IL
Reports to the Branch Manager or Equivalent
Non-Exempt
General Functions:
Continually provide excellent member service while functioning in multiple roles, including teller line transactions, lending, and new account opening and maintenance. The Universal Banker (UB) will provide excellent member service by performing accurate transactions, listening, educating, and identifying members' needs. The UB will share all products/services meeting those needs to best serve the member and help the credit union prosper.
The UB position will require attention to detail, strong interpersonal skills, teamwork and a basic understanding of navigating multiple computer programs and the internet. UB must always maintain confidentiality and professionalism in all aspects of service.
Duties and Responsibilities:
1) Reflects the credit union's core values in their daily activities and at any time they represent the credit union.
2) Promote credit union products and services based on member needs that transpire from member interviews. Maintain current knowledge of all credit union's services and policies. Maintain knowledge of competitor's rates, terms, etc., as well as internal trends relating to lending. Counsel members on interest rates and cross-serve services offered at the credit union.
3) Open new share accounts and certificates. Assist members in the completion of Individual Retirement Account and Share Certificate applications.
4) Process new account information including ordering checks, verifying eligibility, checking for appropriate signatures, filing cards, mailing welcome letters, etc. Type, laminate, and mail membership cards to members. Print starter or temporary checks for members. Assist members with Instant Issue ATM cards.
5) Prepare coupons for skip-a-pay when sold.
6) Assist members with wire transactions and in closing accounts.
7) Assist members with discrepancies and complaints. Make corrections and refunds on accounts if necessary.
8) Ensure accurate processing of loans by making sure that each one is properly documented, closed, disbursed, coordinated, and filed. Notify auto dealerships of any missing paperwork.
9) Analyze and process consumer loan applications. Pull credit reports for all accounts, verify debts, estimate monthly payment for any outstanding debts not listed and add them to debts on application.
10) Mail loan application and/or information to members and prospective members. Look up NADA values and provide quotes to members.
11) Review delinquency notices for accuracy and mail them as appropriate.
12) Assist member with information as to the status of pending loans. Explain reasons for denial and explore options for members when loans are denied.
13) Assist members and Loan Processors in filing debt protection, credit disability, and credit life insurance claims.
14) Ensure that all information and transactions regarding credit union members are kept confidential. Enforce strict adherence to established security procedures.
15) Able to assist and backup duties and responsibilities of more senior positions or other positions as needed.
16) Provide organization-wide member service as needed by assisting with functions including, but not limited to: answering member calls, emails, and online chats.
17) Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
18) Maintains work area in an orderly manner.
19) This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Performs other duties and works other hours as assigned.
20) Must be able to meet physical requirements: prolonged periods of sitting at a desk working on a computer or standing and completing training activities; must be able to lift 30 pounds at times.
Requirements
Required Qualifications:
High School Diploma or equivalent
Minimum of 6 months of teller or cash handling experience.
Minimum of one year customer service experience.
Availability during branch hours and to work at alternate Branch locations if/when assigned.
Preferred Qualifications:
Knowledge of bookkeeping is preferred.
Minimum 1 year of cash handling/teller experience is preferred.
PAY INFORMATION
$17.15 to $17.50 per hour dependent upon qualifications and experience
BENEFITS*
Insurance Options
Health
Dental
Vision
Accidental
Hospital Indemnity
Critical Illness
Voluntary Life Insurance
Short-Term Disability, Long-Term Disability, and Basic Life/AD&D Insurance all covered by LLCU
Flexible Spending Accounts (Medical FSA, Dependent Care FSA, and Limited FSA)
Health Spending Accounts
Employee Assistance Program
Time Off
Paid Time Off (PTO)
Sick Leave
Paid Holidays (those recognized by the Federal Reserve Bank)
Paid Parental Leave
Funeral and Grieving Leave
Paid Disability Leave
Additional
401k
Clothing Allowance
Community Impact/Community Service - Staff are provided up to 14 hours per year of paid time for the purposes of volunteering.
Tuition Assistance and Professional Development Opportunities
Fitness Programs
New Employee Referral Bonus
*Eligibility criteria must be met.
Universal Banker III
Personal banker job in Decatur, IL
Town and Country Bank is seeking a Universal Banker III for our Decatur branch. The Universal Banker III develops and grows customer relationships while identifying customer needs and matching those needs with bank loans, products and services. The Universal Banker III also supports customers with traditional banking needs and complex service transactions while providing exceptional service.
ABOUT US:
At Town and Country our mission is to empower the financial well-being of our communities, one person at a time.
The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team.
ESSENTIAL FUNCTIONS AND DUTIES:
•Originate and close consumer loans while maintaining thorough knowledge of lending programs and regulations.
•Complies with provisions within the S.A.F.E. Act and adheres to HMDA.
•Provides proactive customer outreach to measure success and offer new tools to help customers meet their consumer banking goals.
•Advises current and prospective customers on bank products and services that are best suited to their needs.
•Assist customers with opening and managing their bank accounts and finances; refer customers to other staff within the bank as needed.
•Ensure efficiency of branch services operations and adhere to policies and procedures.
•Create positive public perceptions of the bank through courteous and friendly interactions.
•Complete bank transactions timely and accurately while acting as teller and banker.
•Manages cash drawer by balancing throughout work shift, counting and packaging currency and coins, reconciling transactions and maintaining supply of cash and currency.
•Maintains customer confidence and protects bank operations by keeping information confidential.
•Identify customer needs and make referrals to other areas of the bank.
QUALIFICATIONS:
•Two years experience working in a sales and goal-based environment.
•Three years banking and consumer lending experience preferred.
•Registration on the National Mortgage Loan Registry (or updated NMLS Employment Record) required within 60 days of employment.
•In-depth knowledge of banking practices and regulations.
•Team-oriented with a positive outlook.
•Exceptional communication and customer service skills.
Auto-ApplyFinancial Representative Entry Level
Personal banker job in Decatur, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Jump District - Northwestern Mutual, were driven by a vision to help people discover and achieve whats possible. Guided by our core values of Courage, Passion, and Growth, our Financial Representatives play a vital role in empowering clients to achieve financial security through education, motivation, and personalized support.
Since our founding just five years ago, weve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College Financial Representatives each year. Our growth reflects our commitment to fostering an environment of continuous improvement, collaboration, and success.
As a valued member of our team, youll benefit from expert mentoring, advanced training, and cutting-edge technologyall backed by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts, totaling billions annually.
Joining Jump District means becoming part of a purpose-driven, growth-oriented team, where youll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we are proud to maintain a strategic community partnership with Millikin University, where we sponsor and participate in events such as Millikin Athletics Golf Outings, Youth Basketball Camps, semi-annual Dress for Success events, Career Fairs, and educational talks with nursing students, the Tabor School of Business, and various sports teams.
Additionally, we host an annual charity day where our entire office volunteers at the Special Olympics track meet held at Illinois State University in Bloomingtona day of teamwork and service we are proud to support.
With a proven path to financial independence, including the potential to earn $150,000+ in your first year, youll have the tools, freedom, and support to make a profound impact on your clients and your career.
Our thriving office is located at: 240 S. Main St., Decatur, IL 62523
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Meet Caleb Jump - Managing Director, Jump District
With nearly a decade of leadership at Northwestern Mutual, Caleb Jump brings a wealth of experience and a passion for guiding others toward financial success. Before joining Northwestern Mutual, Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His background in lending provided him with a deep understanding of financial solutions and community relationships, which he now leverages to help clients and his team thrive.
Outside of work, Caleb is a dedicated father of four daughters, actively supporting and coaching their diverse extracurricular pursuits, including basketball, dance, show choir, and volleyball. When he finds time for himself, Caleb enjoys collecting cigars and bourbon, reflecting his appreciation for quality and tradition. Calebs leadership is grounded in his commitment to his family, his team, and his community, making him an integral part of Northwestern Mutuals success.
Meet Our Team:
Aubrey Jump - Financial Representative
Started at NM: September 2024
Prior to NM: Teacher for 15 years at Garfield Montessori School in Decatur before starting with NM. Came on for flexibility of schedule to spend time with her family.
Passionate about: Family (4 kids), flexibility to live life, kids, loves track and coaching.
KeShawn Marshall - Financial Representative
Started at NM: 2022
Prior to NM: Played college football at Millikin University. Interned for 1.5 years during school before transitioning to a full-time role with NM. Achieved Central IL Rookie of the Year.
Passionate about: Enjoys traveling locally to Chicago and St. Louis, spending time in the gym, and is a passionate New Orleans Saints fan.
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.
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 but not required.
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. Caleb Jump is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Future Positions
Personal banker job in Urbana, IL
Are you interested in being considered for future job opportunities in Urbana School District but don't see a job posting that is right for you? If so, you can apply through this posting. By appyling here, you will add your application to a general pool that administrators will be able to review. When you apply, you will have the opportunity to select areas that reflect your interests and skills. However, if you are interested in future teaching positions, please apply under the
Future Teaching Positions
posting.
Please note that by applying to this posting, you are not applying to any or all actual future postings in your areas of interest. If a position becomes available later that is of interest to you, you will still need to apply for that specific posting in order to be considered. However, administrators might check this
Future Positions
pool to find additional qualified applicants for a specific posting. In doing so, they might locate your application and reach out to you to inform you of a specific job posting and encourage you to apply.
Best of luck in your career search!
Community Banker
Personal banker job in Champaign, IL
Make the change and be the difference. Take
ownership
at Clock Tower Bank a division of Morton Community Bank!
Established in 1960 with just one location in Morton, IL, Morton Community Bank (MCB) has grown to over 550 employees, 53 branch locations and over $5 billion in assets! We pride ourselves on our dedicated service to our customers and our communities, while placing much value on our internal assets, our employees. Each MCB employee OWNS a portion of the bank with our ESOP (Employee Stock Ownership Plan). The ESOP has proven to be a substantial benefit to employees upon retirement.
Pay or shift range: $57,121.00 USD to $90,882.50 USD.
The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.
Enjoy the Benefits of working at Morton Community Bank!
Medical, Dental, Vision, Short-Term Disability, HSA, FSA, 401k
Life and AD&D Insurances and Long-Term Disability, Vacation Days, Personal Days, and Paid Holidays
Job Summary
Responsible for the development, maintenance and growth of an individual loan portfolio. Includes interviewing, screening and analyzing loan requests for small commercial, agriculture and consumer loans. Also responsible for approving, documenting and collecting or denying small commercial, agriculture and consumer loans while adhering to all bank policies, procedures and banking regulations. Responsible for all aspects of loans as well as providing solutions and a broad array of lending and deposit products to meet business clients' capital needs. Soliciting new profitable business relationships as well as developing and managing existing account relationships. Solely responsible for all aspects of loans assigned to them from safety and soundness and compliance aspects.
Essential Duties & Responsibilities
· Meet with applicants to obtain information for loan applications and to answer questions about the process
· Explain to customers the different loan and credit products that are available, as well as the terms of those services
· Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information
· Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
· Structuring, underwriting, and presenting loan requests in accordance with internal policies and procedures
· Approving small commercial, agriculture and consumer loans within assigned limits and managing loan and portfolio credit quality
· Review and update credit and loan files
· Review loan documents to ensure they are complete and accurate according to policy and prepare and organize loan documents for closing
· Maintain and update calling program in effort to attract new business opportunities
Supervisory Requirements
Personnel Management: This position has no supervisory responsibilities.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
· The physical activities of this position may include climbing, reaching, standing, lifting, talking, hearing and performing repetitive motions.
· Medium exertion; exerting up to 50 pounds of force occasionally, and or up to 20 pounds of force frequently, and or up to 10 pounds of force constantly to move objects.
· The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; viewing a computer terminal.
Work Environment
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
· The noise level in the work environment is usually moderate.
· Employees, who work 7 ½ continuous hours or more, must take a 30 minute uninterrupted lunch break no later than 5 hours after beginning their work day
Education and Qualifications
Essential:
· High school diploma or equivalent
· Bachelor's degree from a four-year university or college; or 2 to 5 years related experience and/or training; or equivalent combination of education and experience
· BSA and other Bank related training through BAI is required annually
· Overview course provided by MCB
Desirable:
Experience
Essential:
· Knowledge of customer service principles
· Relevant computer skills
Licenses and Certifications
Essential:
Desirable:
· Illinois NMLS License (Mortgage Lenders)
This job description is not an employment contract, implied or otherwise; therefore, employment relationship remains "at-will."
Financial Representative Entry Level
Personal banker job in Springfield, 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 - Central Illinois!
At Northwestern Mutual Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we dofrom how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, youll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team.
Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If you're looking for a career where you can make a differenceboth in your clients lives and in your communitywhile building a business with unlimited potential, wed love to talk with you.
Our thriving offices are located:
Lincoln office: 2201 Woodlawn Road Lincoln IL 62656
Pittsfield office: 311 W Washington Street Pittsfield IL 62363
Jacksonville office: 606 E State Street Jacksonville IL 62650
Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704
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 Some of Our Local Leaders, the Heartbeat of Our Business:
D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor:
Time with Northwestern Mutual: 22 years
Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.
Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board.
Eli Cook Growth and Development Director:
Time with Northwestern Mutual: 11 years
Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.
Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.
Brent Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 38 years
Previous Experience: Brent has spent his entire career with Northwestern Mutual.
Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.
Austin Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 13 years
Previous Experience: Austin has built his entire professional career with Northwestern Mutual.
Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.
Sheila Davidsmeyer Financial Advisor:
Time with Northwestern Mutual: Over 27 years
Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.
Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.
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.
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. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Universal Banker
Personal banker job in Champaign, IL
Job Description
UNIVERSAL BANKER (FULL TIME)
FIRST STATE BANK AND TRUST
CHAMPAIGN, IL
First State Bank and Trust is currently seeking a full-time Universal Banker to join our team. As a Universal Banker, you'll be an essential part of our team. Universal Bankers serve as both teller and personal banker to meet the branch office needs. Our Universal Bankers are the face of First State Bank and Trust and the communities that we serve. This position is responsible for the accurate processing of customer transactions as well as opening new accounts and helping customers choose the right financial products to meet their unique needs.
RESPONSIBILITIES
Conduct routine transactions within established guidelines, including cashing checks, accepting deposits, processing withdrawals, and handling loan payments.
Accurately count, verify, and handle large volumes of cash during daily transactions and balancing procedures, ensuring compliance with internal controls and security protocols.
Open new accounts, helping customers choose the right financial products to meet their unique needs.
Provide great customer service, including greeting customers warmly and professionally, actively listening to customer needs and address inquiries promptly, and handling customer complaints or concerns with empathy and efficiency.
Educate customers about our products and services, including savings accounts, loans, and credit cards. Cross-sell relevant banking products based on customer profiles.
Safeguard customers' personal information and maintain confidentiality.
Maintain a professional appearance and demeanor while representing the bank.
Remain alert to potential fraud and take necessary precautions.
QUALIFICATIONS
High School diploma or equivalent.
Previous experience in banking or customer service preferred.
Strong customer service skills.
Attention to detail and accuracy.
At First State Bank and Trust, we have established ourselves as a trusted financial institution. Serving seven markets across Central Illinois, our $500 million community bank provides a full range of services to retail and commercial customers. We have locations in Monticello, Champaign, Bloomington, Heyworth, Tuscola, Atwood, and Hammond. What makes us truly unique is that we're 100% employee-owned, meaning every team member has a stake in our success.
If you're a reliable individual who thrives on providing exceptional service and building customer loyalty, consider joining our team as a Bank Teller!
Equal Opportunity Employer. Member FDIC. Equal Housing Lender
Universal Banker
Personal banker job in Tuscola, IL
Description:
JOB TITLE: UNIVERSAL BANKER
DEPARTMENT: TUSCOLA
REPORTS TO: BRANCH MANAGER
FLSA STATUS: NON-EXEMPT
TYPE OF POSITION: FULL-TIME
Perform a full range of banking services to individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and directing them to the appropriate department or person. Other duties include providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch needs. Communicate effectively with current and prospective customers. Project a professional image for TrustBank by providing exceptional customer service at all times.
DUTIES AND RESPONSIBILITIES
1. Open and close bank when needed.
2. Remain flexible to scheduling needs during all Tuscola location business hours.
3. Ensure that customers receive prompt and courteous service.
4. Answer phone inquiries.
5. Balance drawer cash and vault cash.
6. Run teller transactions accurately and efficiently.
7. Process night drop deposits.
8. Approve checks within limits.
9. Assist customers in resolving account related problems.
10. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs.
11. Assist customers by opening new accounts.
12. Give out appropriate loan applications.
13. Cross-sell products to customers.
14. Issue and redeem certificates of deposit.
15. Stay within compliance guidelines when opening and closing all accounts.
16. Order ATM/Debit cards and update information, activate, etc.
17. Process check orders/re-orders for customers with products for personal and business purposes.
18. Order and stock adequate supplies.
19. Attend bank meetings and educational seminars as required.
20. Maintain over and short reports and transaction reports.
21. Ship and order currency and coin from Fed.
22. Scan and balance transaction in the proof program.
23. Promote TrustBank's Values and Service Standards.
24. Assist with monthly reports
25. Represent TrustBank at community functions
26. Provide support to Branch Manager and Market President
27. Perform other duties as assigned.
WORKING CONDITIONS
The position is a full-time position, working 40-hours per week. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.
TRUSTBANK CORE VALUES
Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties.
COMPENSATION AND BENEFITS
The estimated annual salary for this position is $17 - $20/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. **************************************************
DISCLOSURES
Trust Bank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization.
Updated: July 30, 2025
Requirements:
EDUCATION and/or EXPERIENCE
Must have high school education and be able to master on-the-job training requirements. Prior retail banking experience is desired but not necessary.
REQUIRED SKILLS AND ABILITIES
Experience in sales, relationship management, and cross selling skills are desired. Must be proactive thinking, be able to learn compliance, product knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential.
TECHNICAL SKILLS
Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.
Universal Banker - Latham
Personal banker job in Latham, IL
The Arrow Financial Corporation is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Latham team as: Universal Banker This opportunity may be perfect for you if you have experience in:
> Excellent Customer Service and Communication Skills
> Relationship Building and Sales
> Excels in a detail-oriented, regulatory environment
> Account Management
About this position:
Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events.
Essential Job Functions:
> Provide consistent, outstanding customer service by anticipating and reacting to customer needs.
> Process transactions accurately and efficiently; balance cash drawer and adhere to established cash limits, cash handling and check cashing policies.
> Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand customer relationships.
> Research customer questions and direct problem resolution to maintain customer relationships.
> Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate.
> Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable.
> Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures.
> Provide training, support and guidance as appropriate to co-workers and customers.
> Act in Branch Manager's absence as needed.
> Able to travel, using reliable transportation, to various branches to meet operational needs
> Ability to work rotating Saturday schedule
What you will need to thrive in this role:
In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having
Education/Certifications/Experience:
> Associates Degree or equivalent experience required
> 4-6 years of customer service experience required; experience in a financial institution preferred
> Ability to achieve NMLS certification and Signature Guarantee certification
Skills/Knowledge:
> Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management
> Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism
> Quality problem solving skills; ability to work independently and as part of a cooperative work team
> Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus
> Solid sales and referral experience; knowledge of bank and insurance products/services
> Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software
Physical Demands:
> Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
> Must be able to repetitively use a telephone and computer mouse and keyboard.
> Ability to lift/move up to 15 lbs.
What we will bring to the table:
We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:
> Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
> Medical, Dental, and Vision Insurance and Flexible Spending Plan
> Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
> Education and Tuition Reimbursement
> Employee Assistance Program for our employees and their immediate family members
We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.
We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.
The salary range for this position is $19.00 - $22.00 per hour commensurate with experience and education.
Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance.
L1-st1
Full-Time Universal Banker/Teller I
Personal banker job in Mattoon, IL
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to:
Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust
Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request.
Gain manager assistance with any suspicious transactions.
Obtain management approval for transactions outside authorized limits.
Adheres to all bank compliance, security and operational policies and procedures.
Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties.
Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc.
Performs changes to existing accounts as requested by the customer.
Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management.
If applicable, allows entry of safe deposit box holders.
Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook.
Maintains customer confidentiality.
May participate in bank promotions, external community events, and promotional activities.
May be required to work in other First Mid Banking centers.
Complete other specified duties as assigned.
Sales:
Develops and maintains relationships with business partners.
Develops and maintains strong relationships with customers.
Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking.
Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc.
Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines.
Consistently meet or exceed established goals for the position.
Qualifications Education:
High School Diploma/GED required.
Experience:
1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred.
Previous sales experience preferred.
Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion.
Skills:
Proficient in usage of Microsoft Office and computer application
Total Rewards:
Competitive health, dental & vision coverage with HSA match
401(k) with employer match + Employee Stock Purchase Plan
Generous PTO, paid holidays & parental leave
Tuition reimbursement & performance-based bonuses
Visit our Total Rewards page to see our full list of benefits
First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Financial Representative Entry Level
Personal banker job in Champaign, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
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 Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended 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.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
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. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Relationship Banker
Personal banker job in Champaign, IL
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team.
Auto-ApplySenior Relationship Banker | Tolono
Personal banker job in Tolono, IL
The Senior Relationship Banker is an advanced, highly skilled role within the banking team, combining expertise in customer services, sales, and operational management. This role requires extensive knowledge of banking products, services, and customer relationship management. A Relationship Banker III is expected to handle the most complex transactions, provide leadership assistance within the branch, and drive sales and operational excellence. This position also involves mentoring and training new associates, contributing to branch performance and ensuring adherence to compliance and operational standards.
Duties & Responsibilities
Customer Service & Relationship Management
* Provide exceptional, high-level customer service, addressing complex inquiries, complaints, and concerns with professionalism and efficiency.
* Serve as the primary point of contact for high-net-worth individuals or business customers, offering tailored financial solutions.
* Build and maintain strong, long-term customer relationships by identifying needs and recommending appropriate banking products and services.
Sales & Cross-Selling
* Identify opportunities to enhance customer portfolios by cross-selling additional products or services based on financial need.
* Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
* Lead efforts to develop new growth opportunities and improve branch performance through community engagement, marketing initiatives, and referrals to lines of business.
Account Management and Support
* Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
* Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
* Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
* Process and assist with customer loan applications, including personal loans and home equity lines of credit.
* Conduct initial loan screenings, gather necessary documentation, and work closely with loan offers or other departments to ensure a smooth loan approval process.
* Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
* Assist, as needed, with processing transactions.
* Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
* Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
* Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
* Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
Team Support and Mentorship
* Mentor and develop junior Relationship Banker I and II staff, providing training on banking procedures, compliance, and customer service excellence.
* Offer guidance and coaching to enhance the performance of branch staff, ensuring that all team members meet or exceed operational, sales, and customer service standards.
* Lead by example in demonstrating a strong understanding of the bank's products and services, helping to drive a positive and productive work environment.
Branch Operations & Administrative Support
* Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
* Support branch leadership in maintaining branch security and ensuring operational efficiency.
Education & Experience
Knowledge of:
* Strong sales and customer service skills
* Strong oral and written communication skills
* Basic math and accounting functions
* The basic tenets of lending and assessing a customer's financial needs
Ability to:
* Accurately count money
* Perform duties and make decisions under frequent time pressures
* Stand for extended periods of time
* Lift 50 pounds
* Explain products and services to current and potential customers
* In concert with Banking Center leadership and other LOB, participate in cross-selling
Education and Training:
* Requires a High School diploma.
* 2 years of banking experience with lending responsibilities required
* 1 year of previous training and/or combination of mentorship, military or management experience required
* Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
* Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $19-$22/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
#HPBB
Auto-ApplyFinancial Representative Entry Level
Personal banker job in Mattoon, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Jump District - Northwestern Mutual, were driven by a vision to help people discover and achieve whats possible. Guided by our core values of Courage, Passion, and Growth, our Financial Representatives play a vital role in empowering clients to achieve financial security through education, motivation, and personalized support.
Since our founding just five years ago, weve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College Financial Representatives each year. Our growth reflects our commitment to fostering an environment of continuous improvement, collaboration, and success.
As a valued member of our team, youll benefit from expert mentoring, advanced training, and cutting-edge technologyall backed by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts, totaling billions annually.
Joining Jump District means becoming part of a purpose-driven, growth-oriented team, where youll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we are proud to maintain a strategic community partnership with Millikin University, where we sponsor and participate in events such as Millikin Athletics Golf Outings, Youth Basketball Camps, semi-annual Dress for Success events, Career Fairs, and educational talks with nursing students, the Tabor School of Business, and various sports teams.
Additionally, we host an annual charity day where our entire office volunteers at the Special Olympics track meet held at Illinois State University in Bloomingtona day of teamwork and service we are proud to support.
With a proven path to financial independence, including the potential to earn $150,000+ in your first year, youll have the tools, freedom, and support to make a profound impact on your clients and your career.
Our thriving office is located at: 240 S. Main St., Decatur, IL 62523
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Meet Caleb Jump - Managing Director, Jump District
With nearly a decade of leadership at Northwestern Mutual, Caleb Jump brings a wealth of experience and a passion for guiding others toward financial success. Before joining Northwestern Mutual, Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His background in lending provided him with a deep understanding of financial solutions and community relationships, which he now leverages to help clients and his team thrive.
Outside of work, Caleb is a dedicated father of four daughters, actively supporting and coaching their diverse extracurricular pursuits, including basketball, dance, show choir, and volleyball. When he finds time for himself, Caleb enjoys collecting cigars and bourbon, reflecting his appreciation for quality and tradition. Calebs leadership is grounded in his commitment to his family, his team, and his community, making him an integral part of Northwestern Mutuals success.
Meet Our Team:
Aubrey Jump - Financial Representative
Started at NM: September 2024
Prior to NM: Teacher for 15 years at Garfield Montessori School in Decatur before starting with NM. Came on for flexibility of schedule to spend time with her family.
Passionate about: Family (4 kids), flexibility to live life, kids, loves track and coaching.
KeShawn Marshall - Financial Representative
Started at NM: 2022
Prior to NM: Played college football at Millikin University. Interned for 1.5 years during school before transitioning to a full-time role with NM. Achieved Central IL Rookie of the Year.
Passionate about: Enjoys traveling locally to Chicago and St. Louis, spending time in the gym, and is a passionate New Orleans Saints fan.
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.
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 but not required.
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. Caleb Jump is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Universal Banker - Part Time
Personal banker job in Tuscola, IL
Description:
JOB TITLE: UNIVERSAL BANKER - PART-TIME
DEPARTMENT: TUSCOLA
REPORTS TO: BRANCH MANAGER
FLSA STATUS: NON-EXEMPT
TYPE OF POSITION: PART-TIME
Perform a full range of banking services to individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and directing them to the appropriate department or person. Other duties include providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch needs. Communicate effectively with current and prospective customers. Project a professional image for TrustBank by providing exceptional customer service at all times.
DUTIES AND RESPONSIBILITIES
1. Open and close bank when needed.
2. Remain flexible to scheduling needs during all Tuscola location business hours.
3. Ensure that customers receive prompt and courteous service.
4. Answer phone inquiries.
5. Balance drawer cash and vault cash.
6. Run teller transactions accurately and efficiently.
7. Process night drop deposits.
8. Approve checks within limits.
9. Assist customers in resolving account related problems.
10. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs.
11. Assist customers by opening new accounts.
12. Give out appropriate loan applications.
13. Cross-sell products to customers.
14. Issue and redeem certificates of deposit.
15. Stay within compliance guidelines when opening and closing all accounts.
16. Order ATM/Debit cards and update information, activate, etc.
17. Process check orders/re-orders for customers with products for personal and business purposes.
18. Order and stock adequate supplies.
19. Attend bank meetings and educational seminars as required.
20. Maintain over and short reports and transaction reports.
21. Ship and order currency and coin from Fed.
22. Scan and balance transaction in the proof program.
23. Promote TrustBank's Values and Service Standards.
24. Assist with monthly reports
25. Represent TrustBank at community functions
26. Provide support to Branch Manager and Market President
27. Perform other duties as assigned.
WORKING CONDITIONS
The position is a part-time position, working 30-hours per week 9 AM - 3 PM, with occasional Saturdays. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.
TRUSTBANK CORE VALUES
Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties.
COMPENSATION AND BENEFITS
The estimated annual salary for this position is $17 - $20/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. Part-time employees are eligible for the TrustBank 401(k) plan featuring a discretionary employer match in bank stock.
DISCLOSURES
Trust Bank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization.
Updated:
11-17 2025
Requirements:
EDUCATION and/or EXPERIENCE
Must have high school education and be able to master on-the-job training requirements. Prior retail banking experience is desired but not necessary.
REQUIRED SKILLS AND ABILITIES
Experience in sales, relationship management, and cross selling skills are desired. Must be proactive thinking, be able to learn compliance, product knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential.
TECHNICAL SKILLS
Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.
Full-Time Universal Banker/Teller I
Personal banker job in Mattoon, IL
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards.
Responsibilities include, but are not limited to:
* Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
* Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust
* Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request.
* Gain manager assistance with any suspicious transactions.
* Obtain management approval for transactions outside authorized limits.
* Adheres to all bank compliance, security and operational policies and procedures.
* Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties.
* Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc.
* Performs changes to existing accounts as requested by the customer.
* Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management.
* If applicable, allows entry of safe deposit box holders.
* Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook.
* Maintains customer confidentiality.
* May participate in bank promotions, external community events, and promotional activities.
* May be required to work in other First Mid Banking centers.
* Complete other specified duties as assigned.
Sales:
* Develops and maintains relationships with business partners.
* Develops and maintains strong relationships with customers.
* Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking.
* Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc.
* Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines.
* Consistently meet or exceed established goals for the position.
Qualifications
Education:
* High School Diploma/GED required.
Experience:
* 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred.
* Previous sales experience preferred.
* Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion.
Skills:
* Proficient in usage of Microsoft Office and computer application
Total Rewards:
* Competitive health, dental & vision coverage with HSA match
* 401(k) with employer match + Employee Stock Purchase Plan
* Generous PTO, paid holidays & parental leave
* Tuition reimbursement & performance-based bonuses
* Visit our Total Rewards page to see our full list of benefits
First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
LP123
Financial Representative Entry Level
Personal banker job in Lincoln, 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 - Central Illinois!
At Northwestern Mutual Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we dofrom how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, youll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team.
Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If you're looking for a career where you can make a differenceboth in your clients lives and in your communitywhile building a business with unlimited potential, wed love to talk with you.
Our thriving offices are located:
Lincoln office: 2201 Woodlawn Road Lincoln IL 62656
Pittsfield office: 311 W Washington Street Pittsfield IL 62363
Jacksonville office: 606 E State Street Jacksonville IL 62650
Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704
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 Some of Our Local Leaders, the Heartbeat of Our Business:
D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor:
Time with Northwestern Mutual: 22 years
Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.
Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board.
Eli Cook Growth and Development Director:
Time with Northwestern Mutual: 11 years
Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.
Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.
Brent Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 38 years
Previous Experience: Brent has spent his entire career with Northwestern Mutual.
Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.
Austin Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 13 years
Previous Experience: Austin has built his entire professional career with Northwestern Mutual.
Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.
Sheila Davidsmeyer Financial Advisor:
Time with Northwestern Mutual: Over 27 years
Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.
Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.
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.
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. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Relationship Banker
Personal banker job in Champaign, IL
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team.
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
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