Personal Banker

SmartBiz; Chicago (IL); On-site; USD 54,000 - 194,000; Full time

Job summary

An established industry player is seeking a Personal Banker to provide exceptional customer service and manage banking transactions. This role involves building positive relationships with clients, resolving inquiries, and ensuring compliance with banking procedures. Join a dynamic team that values transparency and personalized service, and be part of a mission to support small businesses across the nation. With competitive salary packages and comprehensive benefits, this opportunity offers a chance to grow in a rewarding environment that prioritizes employee well-being and success.

Benefits

100% paid medical, dental, and vision benefits

100% paid life and disability insurance

Flexible vacation policy

401k plan

Qualifications

• 2+ years of customer service experience, preferably in financial services.
• Ability to follow precise directions and learn quickly.

Responsibilities

• Manage customer bank accounts and oversee transactions.
• Resolve issues with banking services and accounts.
• Answer incoming calls and resolve basic inquiries.

Skills

Customer Service

Organizational Skills

Problem-Solving

Communication Skills

Education

High School Diploma or GED

Tools

Banking Software

Job description

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Great Place to Work Certified, October 2024 - October 2025 USA

Overview

Evolving from SmartBiz Loans, a leading provider of small business loans, SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S. – solutions built specifically to serve the dynamic needs of entrepreneurs and foster the growth of the small business community. SmartBiz Bank’s commitment to transparency and personalized customer service offers an unparalleled banking experience, ensuring small businesses have the financial services they need to grow and thrive. Headquartered in Chicago, IL, with offices in Austin, TX and San Francisco, CA, we are excited about serving our local and national Small Business Community.

Overview:

The Personal Banker position provides personalized banking services by performing all customer service functions while maintaining friendly and positive relationships with customers and coworkers.

Primary Responsibilities:

• Manage customer bank accounts; open, close and oversee transactions
• Resolve issues with banking services and accounts
• Answer incoming calls from customers and resolve basic inquiries for deposit and basic loan questions.
• Perform account maintenance for customers who want to change their banking products
• Learn and follow the bank’s operating procedures
• Process additional functions including detailed reporting as assigned by supervisor
• Escalate issues when necessary to supervisor in order to achieve successful customer service
  
  

What we are looking for:

• 2+ years Customer Service Experience preferably in financial services
• High School Diploma or GED required
• Exemplary organizational, problem-solving and communication skills
• Advanced Customer service skills
• Ability to follow precise directions and learn banking equipment and software quickly
• Able to take action to achieve goals beyond the normal scope of responsibility
  
  

Opportunities & Benefits We Will Provide:

• Help redefine small business banking
• Competitive salary and equity in a fast-growing start-up
• 100% paid medical, dental, and vision benefits for employees and their domestic partners and dependents
• 100% paid life and disability insurance
• Flexible vacation policy
• 401k plan
  
  

More About SmartBiz Bank:

• 60% + of the loans funded by our banks are for women-owned, minority, or veteran businesses
• Great Place to Work Certified, 2022 - 2025
• American Banker's Best Places to Work in Financial Technology in 2017, 2020, 2021, 2022, and 2023
• Rated "excellent" by TrustPilot review website
• The company has raised $47 million in venture funding. Investors include Venrock, Investor Growth Capital, and First Round Capital.
  
  

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SmartBiz Bank is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.

California residents can learn more about how we use your information by visiting https://sites.google.com/view/smartbizloans-employment-ccpa

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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