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Job Title: Personal Banker
Location: Wheaton Bank & Trust, Naperville
Contact: Human Resources @ jcollins@wheatonbank.com 
Job Status: Full-Time

Develops bank business by acquiring and developing client relationships; providing bank services; ensuring compliance with bank policies and government regulations.

Essential Duties and Responsibilities:

  • As a member of the front-line, employee is expected to consistently deliver superior quality customer service and positively represent the Bank.
  • Provide banking services by responding to inquiries; accepting and understanding requests; obtaining and clarifying client information; completing account openings, applications, and paperwork; coordinating with related departments; and manages customer profile/s
  • Responsible for helping to establish and enhance the bank’s presence in the local market by developing strong customer relationships and community partnerships (Business Development)
  • Meets and/or exceeds the established personal and business banker sales goals, working individually and part of a team
  • Perform daily maintenance on existing accounts – including overdrafts, returned mail, safe deposit, wire transfers, check orders, on-line banking questions, etc.
  • Expand and retain both new and existing relationships by understanding client's financial goals; matching client's goals with bank products and services; cross-selling services; partnering with other bank associates;
  • Participate in community activities
  • Ensure compliance with bank policies and government regulations by maintaining files; following internal audit, loan review, branch operations, and collection procedures
  • Adhere to operational controls including legal, corporate and regulatory procedures to ensure safety and security of customer and bank assets
  • Complete annual on-line training courses as outlined by Compliance Officer
  • Provide approvals and/or overrides for tellers transaction above teller limits but within his/her limits
  • Assist with opening and closing the bank as necessary
  • Travel between branches is required; some travel between banks may be necessary
  • Various other tasks as assigned

Skills and Knowledge:

  • Must have high level of interpersonal skills to handle sensitive and confidential documents and situations
  • Requires demonstrated poise, tact and diplomacy
  • Requires strong verbal and written communications skills
  • Must be able to interact and communicate with individuals at all levels of the organization
  • Excellent customer service and organizational skills
  • Must be detailed oriented and produce high quality accurate work the first time
  • Proficiency with MS Office
  • Ability to handle multiple projects simultaneously and work in a fast-paced environment

Training/ Education/ Experience Qualifications: (Include licenses and certifications):

  • High School Diploma or equivalent required; two year college degree or specialized training or equivalent work experience preferred
  • Prior customer service and/or 2 years personal banking experience is preferred.

Wheaton Bank & Trust Company is an EO employer- M/F/Veteran/Disability