Personal Banker
United Community Bank
United Community Bank is in search of a Personal Banker. This position will establish relationships with new and existing customers in order to assist them with their financial needs while ensuring outstanding customer service. Prospective candidate will provide account advice and identify opportunities to cross sell banking products and services. Essential Duties and Responsibilities: Analyze customer utilization of products and services to identify potential product sales opportunities and referrals Assure exceptional customer service Initiate contact with existing and prospective customers to outline relevant products and services, pending sales referrals, product changes, and new product information Facilitate timely resolution of customer requests and concerns Promote customer retention Participate in community events to identify sales opportunities Refer customers to appropriate functional areas (e.g. Trust, Mortgage, Insurance, and Investment Services) Create and maintain records of calling efforts, referrals, new products, and product changes/enhancements Review and utilize marketing database reports Keep up-to-date on new retail products, services, regulations, and policies Respond to customer questions regarding products Explain delivery channels (Branch, TBC, ATM, etc.) to customers to assure that the most convenient delivery options are understood Complete all training and online testing as assigned Maintain familiarity with the Bank policies and procedures related to this position including but not limited to Secrecy Act, OFAC, Check Cashing, and Teller Guidelines Assist with Stop Pay Management Assist with Dormant Account Management Assist with IRA/RMD Management Assist with EOM report of open/closed accounts 5K and above Manage safe deposit boxes and unclaimed safe deposit boxes Administer debit card issue and operation Assist with Charge Offs/reporting to Chex system Oversee NSF Accounts - including all calls/letters/logging CRM Other Clerical Duties Medallion Stamp authorization to verify signature cards for closed accounts Facilitate LIVE Chat management and online chat response EOY Record Retention Assist with answering multiline telephone Issue Gift/Ace cards Quick rate CD's Other related duties as assigned Experience and Skills Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Computer Requirements: Proficiency in Microsoft Office (Word, Excel, Access, and Power Point) Experience using Web Teller and check imaging software is a plus Education/Experience Requirements: High school diploma or equivalent Additional Requirements: Strong attention to detail Strong time management and organizational skills Ability to practice discretion and handle confidential information in a professional manner Ability to perform duties independently with limited direct supervision Problem Solving/Analysis skills Ability to communicate effectively with customers and coworkers Written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor Ability to explain the benefits of bank products and services and answer customer questions regarding these products and services Knowledge of financial institution regulations Ability to multitask Strong professional integrity in compliance with company policy, and ethical and legal standards General knowledge of bank procedures and how they apply to other areas of the bank Employees are expected to report to work as scheduled, on time and prepared to start work. Employees are expected to remain at work for their entire work schedule. Late arrival, early departure or other absences from scheduled hours should be avoided. Certificates, licenses, or registrations: None Required Working Conditions: This job operates in a retail banking setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical requirements: Ability to stand for up to eight hours Requires bending, stooping or standing as necessary Requires the ability to hear, speak and/or signal people Effectively communicate verbally, in writing, and in English Requires manual dexterity, typing, and the ability to count money and key in transactions The employee may occasionally lift and/or move up to 25 pounds
IMPORTANT: APPLICANTS PLEASE READ
Qualified applicants are considered for employment, and employees are treated during employment without regard to race, color, religion, national origin, citizenship, age, sex, marital status, ancestry, physical or mental disability, veteran status or sexual orientation. Solely to help us comply with federal and state Equal Opportunity record keeping, reporting, and other legal requirements, we request that you complete this data information questionnaire.PLEASE NOTE:
Refusal to complete this information will not subject any applicant or employee to adverse treatment. The information that you provide will be recorded and maintained in a confidential file, separate from all other records. This information will not be used in consideration for your employment. Male Female I Decline To Answer Hispanic or Latino (Persons of Mexican, Puerto Rican, Cuban, South or Central America, or other Spanish culture or origin, regardless of race) White or Caucasian (Not Hispanic or Latino) - Persons having origins in any of the original peoples of Europe, the Middle East or North Africa. Black or African American (Not Hispanic or Latino) - Persons having origins in the black racial groups of Africa. (Not Hispanic or Latino) - Persons having origins in any of the original people of North and South America and maintain cultural identification through tribal affiliation or community recognition. Asian (Not Hispanic or Latino) - Persons having origins in the Far East, Southeast Asia or the Indian subcontinent including Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand and Vietnam. Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) - Persons having origins in Hawaii, Guam, Samoa or other Pacific Islands. Two or More Races (Not Hispanic or Latino) - All persons who identify with more than one of the above five race categories. I Decline Veteran This employer may be a Government contractor subject to the Vietnam Era Veterans' Readjustment Assistance Act of 1974, as amended by the Jobs for Veterans Act of 2002, 38 U.S.C. 4212 (VEVRAA), which requires Government contractors to take affirmative action to employ and advance in employment: These categories are: Disabled veterans; Recently separated veterans; Active duty wartime or campaign badge veterans; Armed Forces service medal veterans. These classifications are defined as follows: A "disabled veteran" is one of the following: A veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; A person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Protected veterans may have additional rights under USERRA - the Uniformed Services Employment and Reemployment Rights Act. In particular, if you were absent from employment in order to perform service in the uniformed service, you may be entitled to be reemployed by your employer in the position you would have obtained with reasonable certainty if not for the absence due to service. For more information, call the U.S. Department of Labor's Veterans Employment and Training Service (VETS), toll- free, at 1-866-4-USA-DOL. If you believe you belong to any of the categories of protected Veterans listed above, please indicate by checking the appropriate box below. As a government contractor subject to VEVRAA, we request this information to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. I identify as one or more of the classifications of protected Veteran listed above You have already applied to this job. Update Information Anyway #J-18808-Ljbffr United Community Bank$53.63k - $89.38k
...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Personal Banker within PNC’s retail branch organization, you will be based in Arlington Heights, IL at the Arlington Heights South branch. PNC...SuggestedTemporary workWork experience placementWork at office- United Community Bank is seeking a Personal Banker to build relationships with new and existing customers, guiding them to the right financial solutions while delivering outstanding service. The role emphasizes advising on accounts and cross-selling banking products and...Suggested
$38.92k - $57.24k
## Personal Banker IApply: In-office: Galena IL: Full time: Posted Today: R-9541**Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction...SuggestedFull timeWork at officeLocal areaFlexible hoursAfternoon shift- UMB Financial Corporation is seeking a Personal Banker I to build customer relationships, recommend and sell banking products, and deliver solutions that support customers’ financial well-being. The role involves in-office work in Galena, IL, with training on products,...SuggestedWork at office
- PNC in Chicago, IL is seeking a Branch Banker to acquire and deepen the branch customer base through proactive sales and service activities. You will manage the customer experience by identifying opportunities to improve customers' financial wellbeing and collaborate with...Suggested
- PNC is seeking a Senior Personal Banker based in Arlington Heights, IL at the Arlington Heights South branch. You will acquire and deepen the branch customer base, manage the customer experience, and advocate PNC solutions to drive revenue and loyalty. This role partners...
$19 per hour
...individuals and businesses reach their financial goals through personalized service and trusted relationships. Our team is built on care,... ...the front-line customer ambassador for INB, the Relationship Banker is crossed trained to provide a World-Class experience for customer...Full timeWork at office$110k - $190k
...deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and...Temporary workWork at officeLocal area- ...they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in...Immediate startAfternoon shift
- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
- JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients and branch customers. You will manage comprehensive banking relationships with an advisory approach, drive growth through referrals, and partner with specialists for tailored...
- JPMorganChase is hiring a Relationship Banker to represent our bank in the branch, delivering hospitable service and using banking solutions to help clients meet financial goals. You will lead in acquiring, managing, and retaining client relationships while providing thoughtful...Weekend workAfternoon shift
- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
$46.12k
...taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit... ...of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both...Full timeFlexible hours- ...build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑...
- JPMorganChase is seeking a Relationship Banker to deliver exceptional client experiences at a Chase branch. You will acquire, manage, and... ...the brand with hospitality. You will work with customers in person and by phone, educating them on digital tools, ensuring compliant...
- PNC Financial Services Group, Inc. in Decatur, IL is seeking a Relationship Banker Business Specialist to grow consumer and business banking relationships up to $2M in revenue. You will lead with hospitality, educate clients on products, and collaborate with partners across...Work at office
- Regions Bank in Madison, Illinois is seeking a Relationship Banker II to meet with customers in person and by phone to determine financial needs and offer suitable products and guidance to reach financial goals. The role suits candidates with retail or sales experience...
$52.5k - $87.5k
...opportunity to contribute to the company’s success. As a(n) Relationship Banker Business Specialist within PNC's Retail Banking organization,... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at office$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours$75k - $250k
...will clear communication skills, and experience in financial planning and business development. The primary objective is to build personal relationships with existing clients and guide them in achieving their financial goals. While a previous client base is not required...- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Basic Requirements...Full timeWork at officeFlexible hours
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their...Work at office$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their...Full timeContract workFor contractorsWork at office$140k - $200k
$140K–$200K DOE (Base Salary + Guaranteed Monthly & Quarterly Bonuses) Build a Career That Builds Futures Are you ready to elevate your career at one of the “ Best Places to Work in 2025”? Nationally recognized investment leader with local branch offices in Highland Park...Work at officeLocal areaFlexible hours$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...our team. As an Associate, individuals will support the firm’s energy investment banking and financial advisory efforts, lead junior banker workstreams, and work alongside senior bankers in deal origination, execution, distribution, and closing activities. Associates...
- A fraternal financial services organization is seeking a Regional Recruiter in Illinois. In this entry-level position, you will provide financial guidance and create tailored plans for members. Your role is pivotal in building strong community relationships and improving...
$58.44k - $93.5k
Job Title Personal Financial Counselor- Assignment Ready Counselor Location Illinois Grade Grade 24 Primary Responsibilities Provide coverage in short-term, surge and on-demand situations resulting from Military needs, such as post-deployment events or coverage for absent...Contract workTemporary workWork experience placement- A fraternal financial services organization is seeking financial representatives to help individuals achieve their financial goals through tailored plans. Applicants should possess strong leadership skills, integrity, and the ability to build relationships. Required qualifications...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!


