Personal Banker

First Northern Credit Union • Chicago, IL

66d • Onsite

About The Position

We are looking for a Personal Banker for our Streeterville Branch. In analyzing members' financial needs, a qualified candidate must possess an understanding of credit unions, lending products and services, and have the ability to recommend and cross-sell additional products. You must enjoy working with people, and have strong telephone skills (inbound and outbound). This inside sales position receives a variety of consumer/personal deposit (savings, checking, money market, CD, etc.) and loan (vehicle, credit card, signature, home equity, etc.) applications from various channels (in-person, telephone, online, mail, etc.) and is responsible for most of the steps from start to finish. There is currently heavy emphasis on new memberships and loans. Special attention should be given to the new membership follow-up process, Pending Lending Application Report follow-ups, Completed Lending Applications, Cross-sale Ticket follow-ups, and outbound calling. There are sales goals and incentives for household and product penetration by cross-selling additional business that is not customer/member initiated or the result of a marketing campaign/promotion.

Requirements

• Understanding of credit unions.
• Understanding of lending products and services.
• Ability to recommend and cross-sell additional products.
• Enjoy working with people.
• Strong telephone skills (inbound and outbound).
• 2+ years of consumer sales experience.
• Solid computer skills.
• Solid analytical skills.
• Solid math skills.
• Solid communication skills.
• Background and credit checks.

Nice To Haves

• Financial Services experience.
• Bilingual (English/Spanish).

Responsibilities

• Analyze members' financial needs.
• Recommend and cross-sell additional products.
• Receive consumer/personal deposit and loan applications from various channels.
• Manage application process from start to finish.
• Focus on new memberships and loans.
• Conduct new membership follow-ups.
• Follow up on Pending Lending Application Reports.
• Follow up on Completed Lending Applications.
• Follow up on Cross-sale Tickets.
• Conduct outbound calling.
• Achieve sales goals and incentives for household and product penetration.

Benefits

• Great benefits
• Great pay

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed