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  • Relationship Banker

    Bank of America 4.7company rating

    Personal banker job in Lake Zurich, IL

    Vernon Hills, Illinois;Arlington Heights, Illinois; Highland Park, Illinois; Palatine, Illinois; Buffalo Grove, Illinois; Lake Zurich, Illinois; Waukegan, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently, and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions. + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. + Six months of cash handling experience. + Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $31k-36k yearly est. 5d ago
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  • Spring 2025 Baird Banking Bootcamp

    Baird 4.7company rating

    Personal banker job in Milwaukee, WI

    Global Investment Banking is pleased to offer the Baird Banking Bootcamp, a comprehensive multi-day virtual program designed to introduce undergraduate students to the field of investment banking.In collaboration with Wall Street Prep, Baird will conduct four 2½-hour workshop sessions, covering fundamental investment banking concepts and essential skills for early career success.The topics covered include: Introduction to Investment Banking and Baird Introduction to Accounting and Excel Investment Banking Soft Skills Introduction to Valuation Participants will also have the opportunity to network with Baird Global Investment Banking professionals and gain insights into Baird's platform.Ideal candidates are current freshmen and sophomores who have an interest in exploring investment banking.Key Dates: March 28 April 4 April 11 April 25 Each session will be held virtually from 12:00 PM to 2:00 PM CT, followed by a Q&A with bankers from 2:00 PM to 2:30 PM CT. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $96k-149k yearly est. 60d+ ago
  • Future Positions

    HP Tuners 4.9company rating

    Personal banker job in Buffalo Grove, IL

    Don't see a role that fits now? We are always looking for great talent, submit your resume to be considered for future opportunities!
    $86k-128k yearly est. 60d+ ago
  • US Private Bank- Private Banker- 2026 ReEntry Program 2026

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Milwaukee, WI

    JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $31k-67k yearly est. Auto-Apply 57d ago
  • Universal Banker I

    Waterstone Bank 4.1company rating

    Personal banker job in Brookfield, WI

    is $19.50 an hour and up, depending on experience. Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II. Duties and responsibilities for Universal Banker position: Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws. Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services. Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs. Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person. Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. Focus on the skills and attributes in order to complete the Banker Certification process Perform other duties as assigned. Qualifications for Universal Banker position: Experience Required: 1 - 2 years of sales experience Required: 2-4 years customer service experience Preferred: 2-4 years of sales and customer service experience in branch banking Education Required: High School Diploma or general education degree (GED) Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required: Banker Certification within18 months of hire/promotion date Benefits for Full-Time Position: Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account Pet Insurance And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $19.5 hourly 60d+ ago
  • Universal Banker

    Parkway Bank 4.5company rating

    Personal banker job in Elk Grove Village, IL

    PARKWAY BANK Elk Grove Village, IL 60007 Hours: M/T/Th/F: 8:30 a.m. - 4:30 p.m. Saturday: 8:30 a.m. - 12:00 p.m. Hours may change based on the needs of the bank Parkway Bank is looking for a Universal Banker (Teller/Banker) at our Elk Grove Village, IL location. We are a locally owned and operated financial institution committed to offering the best in customer service, financial products, and services. We maintain a strong presence in our communities through donations, volunteer work, and education. Come be a part of our team! Responsible for assisting new and existing customers in choosing the right deposit and loan products offered by Parkway Bank. This individual will also assist with Teller duties on an as needed basis. Promotes business for the Bank by cross selling products and services. Provides superior service to customers in the maintenance and management of their relationship with the bank. Meets or exceeds goals as assigned by management. Job Duties: Educates new and existing customers about the features and benefits of the bank's personal and commercial banking products through in-person sales session as well as by phone and written correspondence. Possesses basic knowledge of all bank products, features and benefits, and able to comprehend customer needs. Explains, promotes and sells bank related products and services and provides excellent customer service. Answers questions or resolves technical problems of average difficulty on customer accounts. Accepts consumer loan applications, except for Home Equity related loans, and reviews for completeness. Refers business to merchant services and lending department by cross-selling products and services to customers and achieves goals set by management. Performs other reasonably related duties as assigned by management including Teller duties. Requirements: High School Diploma or equivalent Six months to one-year sales experience preferred General knowledge of bank operations and procedures preferred Proficient in office software systems including Microsoft Word, Excel and Outlook as well as the bank's core data processing system. Good attention to detail Ability to work accurately and meet deadlines Effective oral and written communication skills Parkway Bank is an Equal Opportunity Employer Pay Range: $17.00 - $23.00 per hour Benefits Offered: Part-Time Full-Time Dental Insurance 401(k) Plan Profit-Sharing Vacation Paid Sick/Personal Days Paid Holidays Medical Insurance Vision Insurance Dental Insurance 401(k) Plan Profit-Sharing Vacation Paid Sick/Personal Days Paid Holidays Life Insurance Short/Long-Term Disability Employee Assistance Program Paid Parental Leave Tuition Reimbursement
    $17-23 hourly Auto-Apply 5d ago
  • Private Client Banker - Libertyville Cook - Libertyville, IL

    JPMC

    Personal banker job in Libertyville, IL

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $32k-61k yearly est. Auto-Apply 60d+ ago
  • Main Banker

    Full House Resorts 3.2company rating

    Personal banker job in Waukegan, IL

    Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include: Bank Vault Attendant Vault Attendant What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need: High School/GED preferred Minimum of 1 year cash handling in a high volume environment. Ability to handle high volume and stress situations. Basic math skills with knowledge of currency Excellent guest service communication skills Ability to handle high volume and stressful situations Proficiency in Excel and/or Google Docs Computer and typing skills Bilingual a Plus ( Preferred) Physical Requirements: Frequently speak, read, write, stand, walk, bend and stoop Able to push, lift and carry up to 50 lbs. Certificates, Licenses, Registrations: ● Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary: Medical, Dental, Vision Matches 50% of your contribution, up to 4% of eligible contribution Educational Tuition Reimbursement Paid Time Off Ventra Program, EAP programs, etc. Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. Salary Range: $19.00-$30.00
    $19-30 hourly 60d+ ago
  • Senior Universal Banker

    First Federal Bank of Wisconsin 3.7company rating

    Personal banker job in Brookfield, WI

    A Senior Universal Banker performs full-service retail banking and consumer lending duties, cross-sells products, ensures regulatory compliance, and steps into a leadership role (including acting as Branch Manager) in the manager's absence while coaching less experienced staff in a professional, courteous and confidential manner. PRIMARY RESPONSIBILITIES May perform any or all of the following duties: Customer Service Professionally and confidently greet customers, answer phones, resolve inquiries Explain products fully, disclose rates, fees, etc. Keep management informed of customer feedback Leadership & Coaching Act as Branch Manager when needed Coach and develop less experienced bankers Assist with complex transactions and sales-skill development May override transactions and handle escalated issues Sales & Business Development Meet assigned sales and referral goals Actively cross-sell and telemarket deposit accounts, loans, and bank services Open new depository accounts and complete all related paperwork/compliance Refer mortgage and commercial loans to specialized lenders Daily Teller / Platform Transactions Accept deposits and withdrawals, cash checks, process loan payments Verify endorsements/ID, place holds, detect counterfeit currency Balance cash drawer daily, buy/sell cash from vault, balance ATM Perform funds transfers, stop payments, coin counting, statement research, etc. Loan Officer Duties (Consumer/Small Business) Generate, close, administer, and collect select loans Act as liaison to central lending departments Compliance, Operations & Risk Management Follow all bank policies, regulations (Reg CC, BSA, privacy, etc.) Complete accurate new-account documentation and follow-up Open/close branch following security procedures Process dormancy, negative-balance outreach, signature corrections OTHER RESPONSIBILITIES Follow First Federal Bank of Wisconsin policies and procedures. Requirements REQUIREMENTS / CORE COMPETENCIES High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail. OTHER QUALIFICATIONS / SKILLS Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. Mathematical skills. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Ability to work in a fast-paced environment. Ability to work well under pressure. Ability to cross-sell. High degree of accuracy. Strong communication skills. Organizational skills. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.
    $29k-34k yearly est. 49d ago
  • Personal Banker

    Citizens Bank 3.7company rating

    Personal banker job in Big Bend, WI

    Hours/Schedule*: Business Hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm 38-40 hours/week *Hours may change at any time based upon business needs Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function. Essential duties and responsibilities: Represents the Bank to customers in a courteous, professional manner Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks Answers the phone and assists customers as needed Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure Assists customers with account inquiries Processes wire transfers Processes changes of address Processes stop payments Unlocks and resets digital banking access Processes CD deposits and batching Processes account status changes Enrolls Good Life Club members Redeems savings bonds Assists customer in balancing accounts Orders customer checks Creates new CIFs Purchases and redeems foreign currency Any and all other duties as assigned These additional duties may be assigned based upon branch needs: Safe Deposit Box access Vault authority Override authority Safe Deposit Box rentals Opening and maintaining IRA and HSA accounts Notary services Critical Competencies: Accuracy Customer Service Excellence Relationship Selling Teamwork Requirements: High School Diploma or GED required 1-2 years of related experience in banking required Vault experience preferred Personal banking experience preferred High level of professionalism Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications Professional communication skills High level of confidentiality Excellent organizational skills Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
    $28k-33k yearly est. Auto-Apply 55d ago
  • Financial Services Representative State Farm Agent Team Member

    Jeffrey Smith-State Farm Agent

    Personal banker job in Lake Forest, IL

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Jeffrey Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses Excellent analytical, organizational, and problem-solving skills Effective communication skills People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Health Benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $29k-46k yearly est. 25d ago
  • Financial Representative Entry Level

    Northwestern Mutual-Chicagoland 4.5company rating

    Personal banker job in Barrington, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - Chicagoland! At Northwestern Mutual Chicagoland, we are driven by a mission to impact lives and build secure futures. Guided by our core values of Abundance, Integrity, Growth, Loyalty, and Culture, we attract, launch, and support financial services workers who share our commitment to making a difference. Recognized as one of the Top Places to Work in Chicago since 2017, our firm continues to grow toward an ambitious ten-year vision, expanding to eight offices, developing 200 advisors, and impacting 200,000 lives. As part of a company set to pay a record-breaking $9.2 billion in dividends in 2026 , our advisors thrive within a culture built on purpose, excellence, and community. Beyond the business, we proudly give back through organizations like Alexs Lemonade Stand, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Our thriving Network Office of the Chicagoland District is located at: 1901 Butterfield Road Suite 300 Downers Grove, IL 60515 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Ryan Kramer CLF, ChFC, CLU, Managing Partner: Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015. Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutuals leadership track, including Assistant Regional Director at the companys Milwaukee headquarters. Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alexs Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst. Trent Mausser CLU, ChFC, Managing Director: Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa. Prior Experience: Recognized nationally as a top college representative, Trent was featured in USA Today in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office. Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alexs Lemonade Stand. Kevin Pabst ChFC, Managing Director: Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office. Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times. Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his familys lake house. Scott Carr CLU, MSM, Managing Director: Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24. Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual. Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren. Jason Frano Managing Director: Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020. Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named Rookie of the Year in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role. Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons basketball and baseball teams, and spending time with family. Tracey Daniels Executive Director of Selection, Chicagoland Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role. Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers. Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Learn more about Northwestern Mutual - Chicagoland: ******************************************* Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $43k-67k yearly est. 8d ago
  • Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!

    Waterstone Financial, Inc. 4.0company rating

    Personal banker job in Waukesha, WI

    is $19.50 an hour and up, depending on experience. ? Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II. What are your responsibilities in the position? * Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws. * Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services. * Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs. * Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person. * Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Focus on the skills and attributes in order to complete the Banker Certification process * Perform other duties as assigned. What you bring to the table for the Universal Banker position: Experience * Required: 1 - 2 years of sales experience * Required: 2-4 years customer service experience * Preferred: 2-4 years of sales and customer service experience in branch banking Education * Required: High School Diploma or general education degree (GED) * Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required: Banker Certification within18 months of hire/promotion date Benefits and Perks of working at WaterStone Bank: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * Pet Insurance * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $19.5 hourly 60d+ ago
  • Universal Banker

    Community State Bank 4.3company rating

    Personal banker job in Lake Geneva, WI

    Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced. Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties.
    $29k-34k yearly est. Auto-Apply 7d ago
  • Business Banker - To 125K - Brookfield, WI - Job 3279

    The Symicor Group

    Personal banker job in Brookfield, WI

    Business Banker - To $125K - Brookfield, WI - Job # 3279Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Business Banker role in the Brookfield, WI area. The successful candidate will be Responsible for developing and maintaining long term customer relationships with commercial customers. The position includes a generous salary of up to $125K plus bonus an excellent benefits package. (This is not a remote position). Business Banker responsibilities include: Developing and maintaining long term customer relationships that generate loans, deposits and fee income Negotiating commercial loan terms that are consistent with internal credit standards Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs Working closely with the Commercial Credit Department to create credit presentations Presenting customer financial information to relevant committees Cross selling all relevant bank products and services to commercial customers Effectively managing loan portfolio Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School Diploma or GED required Bachelor's degree preferred 5+ years Commercial Lending experience Ability to cross sell banking and other financial services products Extensive knowledge of standard commercial lending practices Banking experience and knowledge of bank systems & practices preferred Ability to make decisions with little supervision. Effective presentation skills. High level of professionalism Strong verbal and written communication skills The next step is yours. Email us your current resume along with the position you are considering to: ************************
    $36k-63k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Chad Radtke-State Farm Agent

    Personal banker job in Huntley, IL

    Job DescriptionBenefits: Salary PLUS commission 401(k) Bonus based on performance Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Ive been a State Farm Agent since 2007 and take pride in serving customers across Iowa, Illinois, Indiana, Missouri, and Wisconsin. I was raised in Grafton, WI, and graduated from the University of Wisconsin before starting my career as an agent. Family is central to who I ammy wife and I have three daughters, and we enjoy traveling and skiing together in the great outdoors. Our office is multilingual, with team members who speak English, Spanish, Polish, and Russian, allowing us to connect with a wide range of customers. Were active in the community as Chamber of Commerce members and committed to building long-term relationships with the people we serve. If youre looking for a place where you can grow your career while being part of a supportive, community-focused team, this could be the right fit for you. ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Chad Radtke - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. Proven track record of meeting sales targets. Series 6, 63, 65 or 7 license.
    $29k-46k yearly est. 19d ago
  • Financial Services Representative - State Farm Agent Team Member

    Daniel de La Cruz-State Farm Agent

    Personal banker job in Villa Park, IL

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Bilingual Spanish Sales Representative Insurance Expert Dan De La Cruz State Farm - Villa Park, IL Location: Villa Park, IL Job Type: Full-time Are you an experienced insurance professional with a passion for helping clients protect what matters most? Dan De La Cruz State Farm is looking for a Bilingual Sales Representative with a Property & Casualty License to join our established and growing team in Villa Park, IL. If youre ready to take your career to the next level with a respected State Farm agency, we want to hear from you! Who We Are: Dan De La Cruz has been a proud State Farm Insurance Agent since 2002 and is deeply involved in his community. A Chicago Metro native, Dan believes in providing personalized, compassionate service to his clients. Hes an active volunteer, serving on the Junior Achievement board and as a Jeff Awards judge, and he currently serves as the Vice President of the Raven Theater Board. Dan and his team are dedicated to making a meaningful difference in the lives of their clients. What Youll Be Doing: Consultative Sales: Use your expertise to help clients choose the right insurance products (Auto, Home, Life, and more) based on their needs Client Relationship Management: Build lasting relationships with clients and provide exceptional service through every stage of their insurance journey Bilingual Advantage: Use your Spanish language skills to connect with a broader range of clients and deliver outstanding customer care Team Collaboration: Work closely with other team members to achieve goals and provide seamless service Insurance Expertise: Provide advice and support on Property & Casualty insurance products, policies, and claims Drive Growth: Meet and exceed sales goals while maintaining a focus on customer satisfaction What Were Looking For: Property & Casualty License: Required Bilingual in Spanish and English: Fluent communication in both languages is essential Proven Insurance Experience: Previous experience in insurance sales and customer service preferred Sales & Service Focused: Strong ability to identify customer needs and offer solutions that best meet those needs Positive & Driven: A go-getter with a positive attitude who thrives in a sales environment Tech-Savvy: Comfortable using technology to manage tasks, processes, and customer communications Why Join Dan De La Cruz State Farm? A Supportive Team: We value collaboration, and our team is dedicated to helping each other succeed Career Growth: Opportunities to expand your knowledge, grow professionally, and take on new challenges Competitive Pay: We offer a competitive salary, plus performance-based incentives and bonuses Comprehensive Benefits: Health insurance, paid time off, and other great benefits Ongoing Training: Access to continuous learning and professional development Flexible Work Environment: We understand the importance of work-life balance How to Apply: If youre ready to bring your insurance expertise and bilingual skills to an established State Farm agency, wed love to meet you! Please Apply here Now and submit your resume to ********************** or text ************ and request an interview. Please include your name and Dan's name in the text so we may serve you properly. Dan De La Cruz State Farm is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join Dan De La Cruz State Farm and take your career to the next level in Villa Park, IL!
    $29k-46k yearly est. Easy Apply 14d ago
  • Financial Services Representative - State Farm Agent Team Member

    Joe Woelfle-State Farm Agent

    Personal banker job in Mequon, WI

    Job DescriptionBenefits: Hiring bonus Health stipend Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 6/63/65 or 7 licenses will be required.
    $26k-41k yearly est. 9d ago
  • Financial Services Representative - State Farm Agent Team Member

    Peter Grande-State Farm Agent

    Personal banker job in Barrington, IL

    Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Training & development State Farm experienced Sales Representative (Company Car Provided) Peter Grande State Farm Harwood Heights, IL About Us Peter Grande State Farm is a trusted, award-winning insurance and financial services agency located at 4728 N. Harlem Ave, Harwood Heights, IL 60706. We proudly serve Harwood Heights and surrounding communities including Norridge, Chicago, Elmwood Park, Park Ridge, and beyond Led by Peter Grande, CLU, our team brings decades of combined industry experience, and we speak multiple languagesincluding English, Polish, Spanish, Russian, and Ukrainianto meet the needs of our diverse client base. We offer a full suite of products including: Auto, Homeowners, Renters & Condo Insurance Life & Health Insurance Business Insurance Banking Services & Annuities Pet Insurance And more Were passionate about protecting what matters most and helping our clients plan for a secure future. Position Overview Were hiring a Sales Representative to join our growing, high-performing team. This role is ideal for both recent graduates ready to launch a meaningful career and experienced professionals looking to elevate their income and impact. As a Sales Representative, you will: Develop leads, schedule appointments, and identify client needs Present and recommend appropriate insurance and financial products Build strong relationships with clients and follow up for service, renewals, and referrals Engage in community outreach and networking events Receive one-on-one mentorship from a seasoned agency leader Enjoy the support of a collaborative, multilingual office Use a company-provided car for client appointments and business travel What We Offer Company Car Provided for business-related travel Competitive Base Salary + Uncapped Commission + Bonuses Full Licensing Support (if not already licensed) Paid training and one-on-one mentorship Career advancement opportunities (Team Leader, Office Manager, Agency Owner Track) Access to a wide product portfolio (auto, home, life, business, banking & more) A modern, friendly, and multicultural work environment Flexible schedule options Office conveniently located on Harlem Ave with free parking Who Were Looking For Experienced Professionals: State Farm experience desired, Company Car and Competitive Salary Proven success in sales, customer service, or account management Licensed in Property & Casualty and/or Life & Health (or willing to obtain) Self-driven and eager to grow within a reputable agency Qualifications High School diploma required; college degree preferred Valid Drivers License (required for use of company vehicle) Must pass background and licensing checks Bilingual (Polish, Spanish, Russian, or Ukrainian) a strong plus Tech-savvy: able to navigate CRM systems, quoting tools, and online platforms Work Schedule Full-time position (MondayFriday) Occasional evenings or weekends for community events or client appointments Office-based with flexibility for field appointments and remote outreach tasks Apply
    $29k-46k yearly est. 26d ago
  • Financial Services Representative (Bilingual)

    Worldacceptance

    Personal banker job in Elgin, IL

    World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go. The Multi-Site Financial Services Representative (FSR) (Bilingual)provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance. Hourly Pay: $18-$20 What You'll Do: Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions. Guide customers toward upward credit mobility through responsible financial choices. Deliver top-tier customer service by assisting with questions, concerns, and available products. Process and prepare loan applications, documents, and renewals accurately. Take and process customer payments. Prepare and execute loan closings on current and renewal loans. Balance assigned cash drawer daily and ensure all transactions are accurate. Complete daily branch bank deposits and, as needed, transport funds to and from the bank. Maintain strong customer relationships and represent the company's values in every branch supported. Collaborate with Branch Managers and team members to meet performance goals. Other duties include but are not limited to: Calling approved and unmade applications to close loans daily. Supporting tax services and helping build tax clientele. Sending complete and accurate credit denial letters within 30 days from the date of application. Paying branch expenses as instructed by the Branch Manager. Travel Requirements & Coverage Area: Reliable transportation for daily travel to assigned branches and bank deposits. Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager. Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable. Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting. Experience That Will WOW Us! Demonstrated self-confidence, organization, and adaptability. A history of kindness, compassion, and helping others succeed. A mindset focused on quality, problem-solving, and openness to new ideas. Team-oriented approach - willing to pitch in, learn, and lead by example. Basic computer proficiency and comfort learning new systems. Valid driver's license and access to a dependable vehicle. Why World? Growth-minded culture: 80% of our Financial Services Representatives are promoted to management. Proven career paths: 75% of our Operations Executives began in similar roles. Community connection: Paid volunteer hours each year to give back. Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days. Work-life balance: Paid holidays, vacation time, and 401(k) with company match. Belonging & purpose: Join a team built on respect, collaboration, and genuine care. Be home for dinner: Your life outside of work is a priority. Make an impact: Help customers build stronger financial futures every day. Who Is World? Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care. Physical Demands and Working Conditions: Frequently stationary with regular movement throughout office environments. Occasional climbing, kneeling, bending, twisting, and reaching. Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force. Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. Fast-paced, high-demand environment requiring professionalism and adaptability. Frequent travel to branch locations; may include extended hours, evenings, or weekends. Standard indoor office settings with typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally. Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $18-20 hourly Auto-Apply 9d ago

Learn more about personal banker jobs

How much does a personal banker earn in Kenosha, WI?

The average personal banker in Kenosha, WI earns between $25,000 and $40,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Kenosha, WI

$32,000
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