Personal Banker

FinanceInfos; Wheaton (IL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) with bank stock match

Job summary

TrustBank in Wheaton, IL is seeking a Personal Banker to deliver high-touch, relationship-driven banking experiences to customers.

You will greet clients, open accounts, process teller transactions, and cross-sell products while upholding TrustBank values. With at least 2 years in retail banking, you will contribute to a proactive, team-oriented branch.

Qualifications

• Retail banking and sales experience required.
• Must understand customer needs and provide tailored financial solutions.
• Ability to handle cash with accuracy and compliance.
• Proactive, team-oriented with good communication.
• Willingness to participate in community events.

Responsibilities

• Greet customers and open new accounts.
• Cross-sell banking products to meet customer needs.
• Process teller transactions accurately and efficiently.
• Provide excellent customer service and resolve issues.
• Support branch operations and attend meetings.
• Represent TrustBank at community events.

Skills

Customer sales

Relationship management

Cross-selling

Problem solving

Communication skills

Education

High School Education

Associate's degree or higher in business or finance

Tools

MS Office

Excel

Bank data processing system

Job description

Job Highlights

• Title Personal Banker
• Type Full Time
• Experience 2 Years
• Function Banking
• Location Wheaton, IL, United States
• Company TrustBank

Company Profile

TrustBank provides secure banking solutions, digital payments, business financing, savings accounts, and personalized financial services for customers worldwide.

Job Profile

The bank is searching for a Personal Banker who will deliver a high-touch, relationship-driven banking experience that makes every customer feel known, valued, and supported. Bring an entrepreneurial spirit to the role, actively identifying opportunities to deepen relationships, solve problems, and deliver tailored financial solutions for both individual and commercial clients.

Warmly welcome customers, open new accounts, process teller transactions, and confidently cross-sell products and services that align with customer needs and business goals.

Address complex transactions with ease, support fellow team members, and assist with branch operations and facilities management as needed.

Exemplify TrustBank's core values of respect, quality, attitude, integrity, teamwork, innovation, performance, and communication in every interaction.

Deliver exceptional customer service and contribute to a high-performing branch environment.

Education Level

• High School Education and be able to master on-the-job training requirements
• Associate's degree or higher in business or finance (preferred)

Work Experience

• Minimum 2 years of retail banking experience (required)

License/Certification

• Banking Certifications (ideal but not necessary)

Duties/Responsibilities

Promote TrustBank Values-

• Answer phone inquiries.
• Cross-sell products to customers to meet their needs.
• Ensure that customers receive prompt and courteous service.
• Represent TrustBank at community functions and in your network to generate new relationships.

Provide Excellent Customer Service-

• Assist customers in resolving account-related problems.
• Establish proper identification of all new customers, obtain a credit report to determine acceptance of the account, and determine product suitability to meet customers’ needs.
• Give out appropriate loan applications.
• Issue and redeem certificates of deposit.
• Opening new accounts.
• Order ATM/Debit cards and update information, activate, etc.
• Process checks orders/re-orders for customers
• Stay within compliance guidelines when opening and closing all accounts.

Team Collaboration/Banking Operations-

• Approve checks within limits.
• Assist with monthly reports.
• Attend bank meetings and educational seminars as required.
• Balance drawer cash and vault cash.
• Maintain over and short reports and transaction reports.
• Open and close the bank when needed.
• Order and stock adequate supplies.
• Perform other duties as assigned.
• Process night drop deposits.
• Provide support to the Market President.
• Run teller transactions accurately and efficiently.
• Scan and balance transactions in the proof program.
• Ship and order currency and coin from the Fed.
• Support ancillary deposit operations across the bank at-large as assigned.

Skills/Knowledge/Abilities

• Experience in customer sales, relationship management, and cross-selling skills is desired.
• High-level knowledge of mortgage and lending products and services, and wealth management services offered by the bank.
• Must be proactive, able to develop product and compliance knowledge, have problem-solving skills, and work collaboratively.
• Must have the ability to articulate financial concepts to customers and answer questions they may have.
• The ability to perform detailed work with accuracy and cash handling skills is essential.
• Ability to use a computer for data entry, word processing, MS Office, and may be assigned Excel spreadsheet work.
• Knowledge and ability to learn the bank's data processing system.
• Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.

Working Conditions

• Ability to lift 25 pounds.
• May require occasional attendance at banking functions and networking events outside of regular business hours.
• May require standing, walking, using hands, and feeling objects, tools, or controls, reaching with hands, arms, and talking or hearing.
• Some of the work is repetitive, and you will be required to deal with the public and be courteous and efficient.
• The noise level in the environment is usually moderate.
• Vision abilities include close vision, distance vision, peripheral vision, depth perception, and the ability to focus.

Benefits/Perks

• The offers include a 401(k) plan featuring a discretionary employer match in bank stock, along with a comprehensive benefits package.

Employer's Statement

TrustBank is an Equal Opportunity Employer.