Senior Branch Specialist (Personal Banker)

Consumers Credit Union; Carol Stream (IL); On-site; USD 25,000 - 38,000; Full time

Benefits offered by this job

Sales incentives

Job summary

Consumers Credit Union in Carol Stream, IL, is seeking a Senior Branch Specialist (Personal Banker) to develop member relationships and act as their financial expert. The role combines Personal Banker duties with teller responsibilities and involves sales goals and incentives.

You will educate members on products, open specialized accounts, process complex requests, and collaborate with teammates to deliver exceptional service while upholding compliant operations.

Qualifications

• High School diploma or equivalent.
• 2 years of similar work experience (retail, customer service, sales, and cash handling).
• Bi-lingual Spanish preferred.
• Comfortable promoting products and services and engaging in sales conversations.
• Proficient with Data Processing Platforms, Email, Internet/Intranet, Instant Messaging and Microsoft Office.
• Excellent interpersonal and communication skills.
• Ability to multitask, stay organized, and work at a fast pace.
• Commitment to inclusion and diversity.

Responsibilities

• Identify financial products/services beneficial to members and guide them toward best options with service-minded sales.
• Process requests for specialized or complex accounts and consumer loan applications.
• Back up Branch Specialists by greeting members and directing them to the right person.
• Ensure adherence to all policies, procedures, compliance, audits and balancing standards.

Skills

Sales experience

Customer service

Spanish language

Interpersonal skills

Microsoft Office

Data processing

Multitasking

Attention to detail

Education

High School diploma

Tools

Data Processing Platforms

Email

Internet/Intranet

Instant Messaging

Microsoft Office

Job description

Join a Great Place To Work certified company! Consumers Credit Union is recruiting for a Senior Branch Specialist (Personal Banker) at our Carol Stream branch! As a Senior Branch Specialist, you’ll develop relationships with our members, become their financial expert, and educate them about products/services that will make a positive impact in their lives.

What You’ll Do In This Role

As a Senior Branch Specialist (Personal Banker), you’ll develop relationships with our members, become their financial expert, open specialized accounts and educate them about products/services that will make a positive impact in their lives. This position is a combination of being a Personal Banker with some Teller responsibilities. It offers a variety of work throughout the day, involves sales goals and is perfect for those that enjoy exceeding goals and earning extra incentives!

Responsibilities

• Identifying financial products/services that will benefit our members, and you’ll guide them toward those that are in their best interest. There are times when you’ll need to overcome objections, but you know that already and are GREAT with service-minded sales!
• Processing a wide array of requests for specialized and/or complex accounts and consumer loan applications for members.
• Being a team player who wears multiple hats. You’ll back up our Branch Specialists by greeting members and directing them to the person who can best help and answer calls from members who need assistance.
• Ensure that all policies, procedures, compliance, audits, quality control and balancing standards are adhered to.

Qualifications

• High School diploma or equivalent
• 2 years of similar work experience (retail, customer service, guest relations, sales, and cash handling). Financial institution, Teller, Personal Banker experience is preferred.
• Bi-lingual Spanish preferred
• Comfortable promoting products and services, educating members, and engaging in sales-oriented conversations
• Computer proficient in Data Processing Platforms, Email, Internet/Intranet, Instant Messaging, and Microsoft Office
• Excellent interpersonal and communication skills
• Ability to multitask, work at a fast pace, and stay organized
• Propensity to be helpful, positive, act with integrity, and to embrace inclusion & diversity
• Availability to work 40+ hours/week and be scheduled between the following hours:
  • Monday - Thursday: 830:AM- 5:30PM; Friday 8:30AM- 6:30PM; Regular Saturdays 8:30AM- 1:30PM

Compensation

The salary range for this role is $18.34 - $27.51 per hour. This role is eligible for sales incentives. A specific salary offer considers factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the salary range and compensation decisions are dependent on the facts and circumstances of each case.

Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20.

For more information about benefit offerings, please visit our careers page: https://www.myconsumers.org/about/what-we-do/careers

About CCU

Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4.3 billion in assets and serves more than 280,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. We’ve been recognized as a Great Place to Work, and we’re committed to growing both our business and our people. To learn more, visit myconsumers.org

Equal Opportunity Employer

CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities.

We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: [e-mail] or 877-275-2228.