24 Personal Banker Jobs in Chicago, IL
Devon Bank is Hiring a Personal Banker Near Chicago, IL
Our mission has always been to be the bank that the neighborhood needs-to tailor its service offerings to the particular wants of the community. This means that in addition to offering business and personal banking, commercial, real estate and mortgage loans, trust and international services, electronic banking services from online banking and bill pay to ATM/Debit Cards and Mobile Banking, we also offer customized products, such as faith-based financing.
We are seeking a Personal Banker to join our dynamitic retail banking team .
Responsibilities:
- Provide superior banking personal service to Devon Bank's diverse customer base.
- Multi-task into the role of Teller and ITM banker and assist with Safe Deposit responsibilities.
- Meet Bank sales goals and expectations within the Bank's overall Sales culture including generating new business to assist in meeting the Bank's profitability goals.
- Analyze and take ownership of new and existing customer requests to uncover financial goals and recommend appropriate products and services to fit their needs.
- Performs all responsibilities associated with opening and closing consumer accounts, maintenance changes to accounts and safe deposit account opening.
- Mortgage referrals/Commercial referrals/Wealth Management referrals/Treasury Management referrals.
- Understands, adheres, and complies with all bank policies, CIP procedures, and compliance regulations to minimize risk and loss exposure to the bank.
- Responsible for balancing cash drawer with no errors
- Provide dual control for opening and closing of the Safe Deposit and Cash Vault.
- Respond to phone inquiries and requests from customers including internal departments.
- Assist with daily voicemail log and email responses.
- Participates in various bank related sponsored events.
- Complete all bank assigned online training courses in the allotted time.
- High School Diploma or equivalent.
- Minimum 2 years of Personal Banking experience, Teller experience a plus.
- Good computer skills including Word, Excel, PowerPoint, Outlook.
- Strong verbal and written communication skills.
- Exceptional customer service skills and ability to meet sales objectives.
- Team player
- Professional presentation
- Flexible with work schedule and willing to work at our Glenview and Wheeling branches as needed, but will generally be at our Chicago branch at Devon & Western.
Job Summary
Full Time
$86k-117k (estimate)
04/27/2024
05/10/2024
devonbank.com
CHICAGO, IL
50 - 100
2017
MIKE GOLEBIOWSKI
$10M - $50M
Related Companies
About Devon Bank
Offering Donor-Advised Funds in conjunction with Devon Bank. Facilitating greater charitable contributions in the communities served by Devon Bank. Aiding in the preservation of tax-exempt religious properties (non-denominational). Serves as the host-charity for Devon Bank's "Well Rounded" debit cards-- o The Sanctuary Card (benefitting immigration and refugee causes) o The Earth Earns Card (environmental causes) o The Homeless, Hungry & Healing Card (for those related causes) o The Dancing Delta Card (arts & sciences support) o The Smarter Card (education support) o The Devon Donates Card (gr...eatest need/endowment) (Shop through Amazon? Support TLCF by shopping through Amazon Smile! Start here: https://smile.amazon.com/ch/82-3181824 )
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The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
12/13/2021: Salt Lake City, UT
Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
12/09/2021: Pocatello, ID
Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
02/14/2022: Macon, GA
The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
01/16/2022: Nassau, NY
At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
02/14/2022: Saint Paul, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
12/08/2021: Lima, OH
Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
01/03/2022: Appleton, WI
Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
01/01/2022: Memphis, TN
Provides knowledge of financing, loans, and personal banking.
01/23/2022: Youngstown, OH
A personal banker may refer his clients to other bank experts.
03/04/2022: Fayetteville, NC
Step 3: View the best colleges and universities for Personal Banker.
