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
Looking for a job?
Let Zippia find it for you.
Spring 2025 Baird Banking Bootcamp
Baird 4.7
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 4.9
Personal banker job in Buffalo Grove, IL
Don't see a role that fits now? We are always looking for great talent, submit your resume to be considered for future opportunities!
$86k-128k yearly est. 60d+ ago
Relationship Banker | Northbrook
First Busey Corporation 4.5
Personal banker job in Northbrook, IL
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.
Duties & Responsibilities
Customer Service & Relationship Building
* Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
* Identify customer needs and offer solutions through the bank's products and services.
* Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs
* Resolve customer concerns and issues promptly, ensuring a positive experience.
Sales & Referrals
* Promote and cross-sell bank products.
* Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.
Account Management
* Open and manage a variety of accounts.
* Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.
* Provide assistance with and support for online banking services and digital banking tools.
Loan & Credit Processing
* Refer clients with credit needs to the appropriate banker or line of business.
Transactions & Cash Handling
* Process transactions with a high degree of accuracy.
* Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
Compliance & Risk Management
* Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.
* Maintain confidentiality of customer information and ensure compliance with privacy regulations.
* Monitor for potential fraud or suspicious activity, following bank procedures to address issues.
Operational Support
* Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.
* Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.
Education & Experience
Knowledge of:
* Strong sales and customer service skills
* Strong oral and written communication skills
* Basic math and accounting functions
Ability to:
* Accurately count money
* Perform duties and make decisions under frequent time pressures
* Stand for extended periods of time
* Lift 50 pounds
Education and Training:
* Requires a High School diploma.
* Requires previous banking and/or sales experience.
* 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-$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.
$19-21 hourly Auto-Apply 5d ago
US Private Bank- Private Banker- 2026 ReEntry Program 2026
Jpmorgan Chase & Co 4.8
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 4.1
Personal banker job in Brookfield, WI
is $19.50 an hour and up, depending on experience.
Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II.
Duties and responsibilities for Universal Banker position:
Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws.
Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.
Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs.
Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person.
Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
Focus on the skills and attributes in order to complete the Banker Certification process
Perform other duties as assigned.
Qualifications for Universal Banker position:
Experience
Required: 1 - 2 years of sales experience
Required: 2-4 years customer service experience
Preferred: 2-4 years of sales and customer service experience in branch banking
Education
Required: High School Diploma or general education degree (GED)
Preferred: Associate's Degree business or related field
Certifications, Licenses, Registration
Required: Banker Certification within18 months of hire/promotion date
Benefits for Full-Time Position:
Outstanding Medical, Dental, and Vision Insurance
401(k) matching
Employee Stock Ownership Plan
Paid Time off
Paid Holidays
Flexible Spending Account
Pet Insurance
And so much more!
Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$19.5 hourly 60d+ ago
Private Client Banker - Libertyville Cook - Libertyville, IL
JPMC
Personal banker job in Libertyville, IL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$32k-61k yearly est. Auto-Apply 60d+ ago
Senior Universal Banker
First Federal Bank of Wisconsin 3.7
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
Main Banker
Full House Resorts 3.2
Personal banker job in Waukegan, IL
Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include:
Bank Vault Attendant
Vault Attendant
What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need:
High School/GED preferred
Minimum of 1 year cash handling in a high volume environment.
Ability to handle high volume and stress situations.
Basic math skills with knowledge of currency
Excellent guest service communication skills
Ability to handle high volume and stressful situations
Proficiency in Excel and/or Google Docs
Computer and typing skills
Bilingual a Plus ( Preferred)
Physical Requirements:
Frequently speak, read, write, stand, walk, bend and stoop
Able to push, lift and carry up to 50 lbs.
Certificates, Licenses, Registrations: â Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary:
Medical, Dental, Vision
Matches 50% of your contribution, up to 4% of eligible contribution
Educational Tuition Reimbursement
Paid Time Off
Ventra Program, EAP programs, etc.
Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Salary Range:
$19.00-$30.00
$19-30 hourly 60d+ ago
Personal Banker
Citizens Bank 3.7
Personal banker job in Big Bend, WI
Hours/Schedule*:
Business Hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm
38-40 hours/week
*Hours may change at any time based upon business needs
Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.
Essential duties and responsibilities:
Represents the Bank to customers in a courteous, professional manner
Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs
Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks
Answers the phone and assists customers as needed
Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
Assists customers with account inquiries
Processes wire transfers
Processes changes of address
Processes stop payments
Unlocks and resets digital banking access
Processes CD deposits and batching
Processes account status changes
Enrolls Good Life Club members
Redeems savings bonds
Assists customer in balancing accounts
Orders customer checks
Creates new CIFs
Purchases and redeems foreign currency
Any and all other duties as assigned
These additional duties may be assigned based upon branch needs:
Safe Deposit Box access
Vault authority
Override authority
Safe Deposit Box rentals
Opening and maintaining IRA and HSA accounts
Notary services
Critical Competencies:
Accuracy
Customer Service Excellence
Relationship Selling
Teamwork
Requirements:
High School Diploma or GED required
1-2 years of related experience in banking required
Vault experience preferred
Personal banking experience preferred
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$28k-33k yearly est. Auto-Apply 55d ago
Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
Waterstone Financial, Inc. 4.0
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
Financial Representative Entry Level
Northwestern Mutual-Chicagoland 4.5
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
Community State Bank 4.3
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
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
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 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
Universal Banker II
Peoples Bank 4.5
Personal banker job in Niles, IL
Job Description
This is an exciting opportunity for a Universal Banker II in Niles, IL. Polish-speaking is preferred.
Provide prompt, efficient and friendly service to ensure an excellent customer experience to all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills.
Duties and Responsibilities
Performs all UB I duties at a proficient level including, but not limited to the following items:
Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals
Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off
Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity
Always maintain integrity, including keeping all Bank business and information confidential
Opens new accounts for customers accurately and efficiently
Handles more complex customer inquiries and requests
Demonstrates strong sales skills. Routinely seeks to refer additional products when appropriate and documents referrals in Salesforce (includes referrals to other lines of business)
Moves seamlessly through the banking center acting in a variety of roles as necessary
Adapts easily to meet all needs
Participates in Bank and Team activities
May seek additional responsibilities such as internal committee involvement or corporate initiatives
May serve as backup to manager in their absence
May possess ability to effectively mentor others
Qualifications
High school diploma or its equivalent
One year of retail banking experience required
Six months of new account experience required
Experience with Microsoft Office Suite required
Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines
Polish speaking preferred
ABOUT US
For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.
Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.
At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.
For more information on benefits visit the Careers page of our company website at ***********************************************
Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Equal Housing Lender/ Member FDIC
Job Posted by ApplicantPro
$26k-31k yearly est. 28d ago
Relationship Banker
Old National Bank 4.4
Personal banker job in Des Plaines, 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!
$17 hourly Auto-Apply 51d ago
Cage Main Banker
Potawatomi Hotel & Casino 4.1
Personal banker job in Milwaukee, WI
Starting at $17.88 per hour | Requires flexibility to work various shifts Are you good at staying organized and keeping track of multiple transactions during your shift? If so, the Cage Main Banker position is for you. Below are some of the responsibilities as a Potawatomi Casino Hotel Cage Main Banker:
* Maintain security and accountability of all money transactions by tracking and securing issuance of cashier banks and reconciliation of banks during shift.
* Assist in the flow of work during shift and act as resource for team member and guest questions.
* Process cashier window exchanges and replenish cashier's drawer. Assist with verification of employee transactions.
* Verify daily paperwork to resolve any variance errors during shift.
* Count and verify all funds into assigned bank.
* Process, track, report, and balance the high volume of transactions.
What you will love about us:
* Paid time off
* Medical, dental, vision, and life insurance
* 401(k) retirement plan with company match
* Free onsite health clinic
* Shift premiums
* Team Member referral bonus program
* Affordable breakfast, lunch and dinner meal options in our employee dining room
* Free uniforms with in-house laundry service
* Discounted bus pass
* Free off-street parking
* Free or discounted tickets to area attractions, festivals, and events
* Paid training and advancement opportunities
* Team member appreciation events
* And more!
What you need:
* The ability to work irregular hours and extended shifts including late nights, early mornings, weekends, and holidays.
* High School Diploma or equivalent.
* Two years of cash handling experience.
Even better if you have one or more of the following:
* One year of supervisory experience.
* Previous experience using a point-of-sale (POS) system.
How much does a personal banker earn in Racine, WI?
The average personal banker in Racine, WI earns between $25,000 and $40,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.