TrustBank ยท 18 hours ago
Personal Banker
Wheaton, Illinois
Full-time
Onsite
Entry, Mid Level
2+ years expTrustBank is seeking enthusiastic and entrepreneurial team members for the new TrustBank to be located in Wheaton, IL. The Personal Banker role involves developing customer relationships, offering a full range of banking services, and providing exceptional customer service while supporting branch operations. Responsibilities include opening new accounts, cross-selling bank products, and representing TrustBank at community functions.
Financial ServicesVenture Capital
Responsibilities
Promote TrustBank, its Values and its Service Standards
Ensure that customers receive prompt and courteous service
Cross-sell products to customers to meet their needs
Answer phone inquiries
Represent TrustBank at community functions and in your network to generate new relationships
Opening new accounts
Issue and redeem certificates of deposit
Assist customers in resolving account related problems
Stay within compliance guidelines when opening and closing all accounts
Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs
Give out appropriate loan applications
Order ATM/Debit cards and update information, activate, etc
Process check orders/re-orders for customers
Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM)
Open and close bank when needed
Process night drop deposits
Run teller transactions accurately and efficiently
Balance drawer cash and vault cash
Approve checks within limits
Order and stock adequate supplies
Maintain over and short reports and transaction reports
Ship and order currency and coin from Fed
Scan and balance transaction in the proof program
Assist with monthly reports
Attend bank meetings and educational seminars as required
Provide support to Market President
Support ancillary deposit operations across the bank at-large as assigned
Perform other duties as assigned
Qualification
Required
Must have high school education and be able to master on-the-job training requirements
A minimum of two years in retail banking experience is required
Experience in customer sales, relationship management, and cross selling skills are desired
Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively
The ability to perform detailed work with accuracy and cash handling skills are essential
Must have the ability to articulate financial concepts to customers and answer questions they may have
High level knowledge of mortgage and lending products and services and wealth management services offered by the bank
Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work
Knowledge and ability to learn the bank's data processing system
Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment
Preferred
Associates degree or higher in business or finance
Benefits
Eligibility for a discretionary annual bonus
Company
TrustBank
TrustBank is a bank that provides personal banking, business banking, commercial loans, investments, and retirement plans services
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
D
Daniel Eichelberger
President and CEO
E
Emily Stephenson
Chief Financial Officer
Recent News
Global Trade Review
2025-03-26
2024-05-01
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