Associate Banker
$41,714–$50,500 year
On-siteChicago, Illinois, United States
Job Summary
Delivers exceptional service to customers by welcoming them into the branch, guiding them through digital options, and conducting consultative conversations to identify needs for personal banking, credit cards, and investment solutions. Collaborates with partners to identify referral opportunities, reviews customer profiles, and recommends alternative banking channels while meeting transaction-based needs with seamless execution. Supports operational activities including inventory management, filing, and escalated service requests, all while following risk and compliance processes to safeguard assets and maintain privacy. Probes customer personal banking and credit card needs, integrates marketing promotions, and reports suspicious activity patterns related to money laundering. Works collaboratively within the branch team, adheres to legal and regulatory requirements, and takes measured risks within the approved Risk Management Framework.
Required Qualifications
- Typically between 1 – 2 years of relevant experience
- Registration to sell investment products completed or in progress (must be completed within 12 months)
- Canada only
- Basic specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
Desired Qualifications
- Certification in related field of study
- Equivalent combination of education and experience
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- Some experience in a consultative customer service or sales roles
- Drive to deliver a personal customer experience
- A focus on results and the ability to thrive in a consultative sales and team-based environment
- Resourceful self-starter with courage and confidence to approach customers
- Readiness to collaborate and work in different capacities as part of a team
- Strong interpersonal skills, including the ability to build rapport and connections with customers
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
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