- Assess each member's financial situation and determines the best products and services to help improve their financial wellness.
- Consistently attain and exceed assigned sales goals while contributing to department and credit union success.
- Provide guidance and information to members regarding membership, deposit products, loan eligibility, lending criteria and denial reasons. Council members on various credit union products and services.
- Interview members and prospects to process loan applications which include credit cards, home equity loans and consumer loans.
- Examine applications, worksheets, and credit reports for additional cross-sell opportunities.
- Provide consultations with members to answer questions regarding lending products and services.
- Conduct financial transactions including deposits, withdrawals, transfers, wires, and other requests as needed.
- Investigate and resolve members' issues and complaints in a timely and accurate manner.
- One year to three years of similar or related experience
- A 2-year college degree, or completion of a specialized study at school, or extensive in-house training
- Significant level of trust and diplomacy is required.
- Must obtain their FiCep certification or similar certification.
-
Personal Banker
1 week ago
CIBC Chicago, United StatesWere building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what t ...
-
Personal Banker
1 week ago
PODER Chicago, United StatesIn this role, you will use your customer service skills to build relationships with customers and business owners. You will use skills like empathy, adaptability, and resiliency to get customers interested in opening accounts or using bank services. · If you're an individual that ...
-
Personal Banker Associate I
3 days ago
Fifth Third Chicago, United States Full timeMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · The Personal Banker I position will provide an exceptional customerexperience by cul ...
-
Personal Banker Team Leader
3 days ago
Northern Trust Chicago, United StatesPersonal Banker Team Leader page is loaded · Personal Banker Team Leader · Apply · locations · Chicago, IL · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R123635 · About Northern Trust: · Northern Trust, a Fortune 500 company, is a globa ...
-
Personal Banker
2 weeks ago
TRUSTBANK Wheaton, United StatesJoin our team of professionals in Wheaton and find a rewarding career at TrustBank. Recognized in 2024 as one of America's Best Regional Banks, TrustBank was founded in 1912 and we have been Growing Prosperity Together ever since. · TrustBank-Wheaton is seeking enthusiastic and ...
-
Personal Banker
6 days ago
TRUSTBANK Wheaton, United States: Join our team of professionals in Wheaton and find a rewarding career at TrustBank. Recognized in 2024 as one of America's Best Regional Banks, TrustBank was founded in 1912 and we have been Growing Prosperity Together ever since. · TrustBank-Wheaton is seeking enthusiastic an ...
-
Personal Banker
3 weeks ago
First Northern Credit Union Evanston, United StatesJob Description · Job DescriptionPersonal Banker · If you are interested in working for a leader in the credit union industry, then we are looking for you We are a dynamic company with growth opportunities. Our membership base consists of Constellation, Exelon, Northwestern Medic ...
-
Personal Banker
3 days ago
Associated Banc-Corp Carol Stream, United StatesAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...
-
Personal Banker
8 hours ago
Lemont National Bank Naperville, United StatesJob Description · Job DescriptionWHO WE ARELemont National Bank is a Community Bank that has been providing excellent banking service to our customers for over one hundred (100) years. We provide friendly and courteous service, and do not require our staff to use high sales press ...
-
Personal Banker
2 days ago
TRUSTBANK Wheaton, IL, United States Full time: TrustBank-Wheaton is seeking enthusiastic and entrepreneurial team members with a positive and creative mindset, intrinsic motivation and drive, with strong communications skills to contribute passionately while embracing TrustBank's vision, mission and core values. Recognized ...
-
Personal Banker
1 week ago
Trust Bank Berwyn, United States: Join our team of professionals in Wheaton and find a rewarding career at TrustBank. Recognized in 2024 as one of America's Best Regional Banks, TrustBank was founded in 1912 and we have been Growing Prosperity Together ever since. · TrustBank-Wheaton is seeking enthusiastic an ...
-
Personal Banker
6 days ago
TRUSTBANK San Francisco, United States Permanent: Join our team of professionals in Wheaton and find a rewarding career at TrustBank. Recognized in 2024 as one of America's Best Regional Banks, TrustBank was founded in 1912 and we have been Growing Prosperity Together ever since. · TrustBank-Wheaton is seeking enthusiastic an ...
-
Personal Banker Associate I
3 weeks ago
Fifth Third Bank, N.A. Chicago, United States Full timeMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · The Personal Banker I position will provide an exceptional customerexperience by culti ...
-
Personal Banker Associate I
3 weeks ago
Fifth Third Chicago, United States Full timeMake banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Personal Banker I position will provide an exceptional customer experience by cultivating, m ...
-
Personal Banker
1 week ago
TrustBank Wheaton, United StatesJob Description · Job DescriptionDescription:Join our team of professionals in Wheaton and find a rewarding career at TrustBank. Recognized in 2024 as one of America's Best Regional Banks, TrustBank was founded in 1912 and we have been "Growing Prosperity Together" ever since. · ...
-
Personal Banker Associate I
2 weeks ago
Fifth Third Bank Chicago, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · The Personal Banker I position will provide an exceptional customer experience by culti ...
-
Associate Personal Banker
3 days ago
First American Bank Evergreen Park, United StatesJob Description: · First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with interna ...
-
Personal Banker
4 weeks ago
First Northern Credit Union Evanston, United StatesPersonal Banker · If you are interested in working for a leader in the credit union industry, then we are looking for you We are a dynamic company with growth opportunities. Our membership base consists of Constellation, Exelon, Northwestern Medicine, and Northwestern University ...
-
Personal Banker
3 weeks ago
Northern Bank Melrose, United StatesAt Northern Bank, banking may be our business, but helping small businesses grow is our passion. Right now, we're looking for a Personal Banker who understands that operational excellence combined with relationship management is key to helping Northern deliver exceptional service ...
-
Universal Personal Banker
3 weeks ago
Abri Credit Union Frankfort, United StatesJob Description · Job DescriptionUniversal Personal Banker · As our Universal Personal Banker, you will assist customers with: · Loan applications · Account Transactions · New products & services · Requirements: · Consistently over time, you have: · Accurately counted large qu ...
Personal Banker - Chicago, United States - Great Lakes Credit Union
Description
Job Type
Full-time
Description
Great Lakes Credit Union is Hiring GREAT people for our GREAT team
Do you enjoy customer interaction and relationship building?
WE WANT YOU ON OUR TEAM
Reporting directly to and under the supervision of the Branch Manager, the Personal Financial Wellness Representative's primary purpose is to assist Great Lakes Credit Union to live out our Vision, "To be the members' trusted financial partner". Responsible for ensuring that outstanding service is delivered to both internal and external members, in alignment with our Standards of Greatness.
The Personal Financial Wellness Representative 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. 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 Business Banking Specialist, you will:
To view our GREAT Benefits Please Reach out to a Member of the HR Team
Great Lakes Credit Union is proud to be an Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.