Personal Banker

FiT Mortgage, LLC; Zion (IL); On-site; USD 31,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision plans

401(k) with company match

Paid time off

Job summary

Great Lakes Credit Union is seeking a Personal Banker in Zion, IL to deliver exceptional member service, assess financial needs, and cross-sell loans and products. The role requires completing FiCep training and maintaining compliance with lending and account procedures.

You will build relationships, manage a book of business through outbound calls and in-branch interactions, and work toward sales targets while upholding Standards of Excellence.

Qualifications

• Minimum 1 year as a Senior Member Specialist or equivalent (Personal Banker).
• Successful completion of Retail Advanced (Lending) training.
• Must have active NMLS license or ability to obtain renewal or new license within 6 months.
• FiCep training within a predetermined time frame.

Responsibilities

• Assess each member’s financial situation and determine best products for financial wellness.
• Attain and exceed sales goals while supporting department and credit union success.
• Provide guidance on membership, deposits, loans, and lending criteria.
• Open/maintain membership accounts according to policies.
• Process loan applications and review credit reports for cross-sell opportunities.
• Call on local small businesses to discuss GLCU support.

Skills

Customer service

Sales skills

Financial product knowledge

Cross-selling

Communication

Education

Retail Advanced Lending training

NMLS license

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Banker

Regular Full Time Clerical Zion, Zion, IL, US

Salary Range: $22.84 To $34.26 Hourly

Award-Winning Workplace. People-First Culture.

Great Lakes Credit Union is proud to be recognized as an American Banker Best Credit Union to Work For and a Best Place to Work for Women in 2026.

Join a team where your contributions matter, your growth is supported, and great people make a difference every day.

Discover what makes GLCU a great place to build your career.

The salary range for this position is $ 22.84 to $34.36, with an anticipated hiring range of $22.84 to $28.55 based on qualifications and experience. The broader range reflects the full pay grade for the position, including future growth opportunities within the role

The Personal Banker is responsible for meeting or exceeding members’ expectations by providing excellent service. Acts as the members’ most valued financial partner, taking every opportunity to understand and assess their financial needs and goals. Cross sell loans and ancillary products while providing quality member service to attain or exceed sales goals for both consumers and small businesses. Advises members of appropriate products and services that will help them achieve their goals while appropriately positioning ancillary products utilizing consultative sales processes and strategies. Performs all duties with accuracy and in compliance with federal and state laws, rules and regulations, and complies with GLCU’s policies and procedures. Demonstrates cooperation and maintains positive working relationships with other GLCU departments and staff. Supports the Member Promise and maintains positive working relationships by supporting Standards of Excellence.

As a Personal Banker you will:

• Assess each member’s financial situation, both consumers and small businesses and determines the best products and services to help improve their financial wellness.
• Consistently attains and exceeds assigned sales goals while contributing to department and credit union success.
• Provides guidance and information to members regarding membership, deposit products, loan eligibility, lending criteria and denial reasons. Council members regarding the various credit union products and services.
• Responsible for opening and maintaining membership accounts in accordance with policies and procedures.
• Interviews members or prospects to process loan applications which include credit card, home equity and consumer loans.
• Examines applications, worksheets and credit reports for additional cross-sell opportunities.
• Responsible for calling on and visiting local small businesses to discuss ways GLCU can support and improve their businesses.
• Engage in consultation with members to answer questions regarding lending products and services.
• Responsible for investigating and resolving members’ issues and complaints timely and accurately.
• Builds a relationship with our members by managing a book of business through outbound calls, onboarding, and follow up calls.
• Must obtain their FiCep certification or similar certification.
• Provides high quality member service and retention activities concerning accounts, shares, loans, teller transactions, etc.
• Participates in credit union promotions and community events.
• Complies with federal and state regulations and internal controls and expectations while maintaining secure inventory control of negotiable instruments and cash.
• Responsible for conducting financial transactions include deposits, withdrawals, transfers, wires, and other requests as needed and other Member Specialist duties as needed.
• Responsible for maintaining compliance with all applicable federal, state, and local rules and regulations, and following all GLCU policies, procedures and internal controls.
• All other duties as assigned.

Requirements needed to be part of this team:

• Minimum of 1 year as a Sr. Member Specialist or industry equivalent (Personal Banker).
• Successful completion of Retail Advanced (Lending) training program.
• Must have activeNMLS license, ability to renew expired license, or ability to acquire new license within 6 months of accepting the role.
• Ability to complete FiCep training within a pre-determined time frame.

Benefits We Offer:

At GLCU, we believe that our employees are our greatest asset. That's why we offer a comprehensive benefits package designed to support your well-being and help you thrive both personally and professionally. Here’s what you can expect:

• Competitive total compensation package: We offer a competitive total compensation salary structure that rewards your hard work and contributions.
• Health & Wellness: Enjoy comprehensive medical, dental, and vision insurance plans to keep you and your family healthy. We also provide access to wellness programs, health membership reimbursement. The company paid STD and LTD.
• Employee Banking Benefits: Enjoy the flexibility and convenience with 24/7 digital banking, a network of more than 30,000 ATMs, 18 branches.
• Company Paid Life Insurance: Enjoy peace of mind with company-paid life insurance, providing financial protection for you and your loved ones.
• Generous Paid Time Off: Recharge and relax with a generous PTO policy and paid holidays.
• Retirement Savings Plan 401(k): Plan for your future with our 401(k)-retirement savings plan, complete with employer matching contributions to help you reach your financial goals.
• Professional Development: We are committed to your growth! Take advantage of our training programs, mentorship opportunities, and tuition reimbursement for continuing education.
• Employee Recognition Programs: We celebrate your achievements and milestones through various recognition programs.
• Diverse and Inclusive Culture: Join a vibrant team that values diversity and fosters an inclusive environment where everyone feels welcome and empowered.
• Community Engagement: Participate your community service initiatives and volunteer opportunities.

Join us at GLCU and discover a workplace that invests in you! W e’re the total package!

Great Lakes Credit Union is proud to be an Equal Opportunity Employer,

Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.