Personal Banker

Jobtailor; Belleville (IL); On-site; USD 33,000 - 42,000; Full time

Job summary

Jobtailor in Belleville, IL is seeking a customer-focused retail banking professional to transform routine service requests into cross-sell opportunities and deepen client relationships. You will manage transactions, maintain compliance, and participate in building referral networks while supporting branch operations.

The ideal candidate has a HS diploma, 1 year retail experience, reliable transportation, and must obtain NMLS registration within 90 days; weekend/evening availability is required.

Qualifications

• HS Diploma or equivalent required.
• 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting customers' needs.
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving daily key performance metrics while balancing competing priorities.
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards.
• Other job duties as assigned.

Skills

Transaction Management

Cash Drawer Management

Bank Documentation

Product Recommendations

Sales Conversion

Education

HS Diploma or equivalent

Job description

Responsibilities

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Requirements

• HS Diploma or equivalent
• 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• Reliable transportation and ability to work branch hours, including weekends and some evenings
• Ability to obtain NMLS registration within 90 days

Core Competencies

Demonstrates strong customer engagement and sales skills by converting routine service requests into cross-sell opportunities while adhering to industry standards. Capable of managing transactions and maintaining compliance with legal requirements in a retail banking environment.

Hard Skills

• Transaction Management
• Cash Drawer Management
• Bank Documentation
• Product Recommendations
• Sales Conversion

Soft Skills

• Relationship Building
• Time Management
• Communication