Personal Banker


Chicago, IL

What you'll be doing

Personal banker is responsible for offering and selling financial products and services (i.e. credit cards, CDs, loans) to both consumer and small business customers. Routinely work with customers and small business clients, to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs. Ensure the customer's needs are met by partnering with the appropriate specialist or teammate to serve the customer's banking, small business, mortgage and investment needs. Personal banker helps to create an excellent customer experience. Proactively manage risk in every business, product and service transaction leveraging the risk framework. Demonstrate client companies core values. Understand and live the values that support client companies culture. Treat all customers equally and fairly. Adhere to policies and procedures. Stay informed of key priorities and business updates. Execute sales and service plays and processes.

What your background should be

Minimum of one year sales experience in a salary plus incentive environment with individual sales goals where you routinely met or exceeded defined goals and accountabilities. Minimum of one year of customer service experience. Skilled in assessing customer or client needs, providing solid advice or recommendations and building customer relationships based on mutual trust to optimize sales opportunities with new and existing customers or clients. Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. Ability to apply strong critical thinking and problem solving skills to meet customers needs. Ability to demonstrate initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements. Excellent oral and written communication skills with strong influencing skills. Pass personal banker pre-employment assessment. Bilingual (fluent verbal and written) skills. Experience in financial services and prior knowledge of financial services industry, products and solutions.

Required Schooling / Training

Not specified

Who is the client company

This is an American multinational banking and financial services corporation.
If you are interested in this position, send your resume to