Retail Personal Banker

Unclassified - Chicago, IL

Full-time - Entry Level

Chicago, IL

About the position

This entry-level sales position focuses on sales development and relationship building by promoting banking products and services, including deposits, loans, and fee-based services. The role emphasizes customer retention and specialized care, utilizing the Branded Sales and Service process to enhance customer interactions and referrals.

Responsibilities

• Maintain awareness of various market segments and understand how solutions support each market.
• Meet or exceed sales goals for loans, deposits, and fee income as set by management.
• Oversee the complete consumer loan process following approved guidelines.
• Meet or exceed brokerage referral goals as set by management.
• Maintain a well-developed knowledge of the complete line of products and services offered.
• Promote company products and services by soliciting internal customers for expanded business and referrals.
• Initiate and maintain customer contact through various methods, including telemarketing and community events.
• Maintain the sales environment and participate in regular sales and office staff meetings.
• Participate in the telemarketing process within the financial center.
• Establish close relationships with assigned business partners to meet established goals.
• Provide guidance to Customer/Financial Service Representatives in the referral/sales process.

Requirements

• Strong sales skills and ability to meet sales goals.
• Excellent customer service skills and a friendly demeanor.
• Ability to build and maintain customer relationships.
• Knowledge of banking products and services.
• Effective communication skills.

Nice-to-haves

• Experience in telemarketing or sales in the financial services industry.
• Familiarity with customer relationship management tools.

Benefits

• Health insurance coverage.
• 401k retirement savings plan.
• Paid holidays and vacation time.