Retail Relationship Banker

Retail Relationship Banker | Chicago, IL, United States | Hybrid | $41,714.00 - $69,000.00

This employer is a respected financial institution committed to fostering positive community impact and delivering exceptional customer experiences. They offer a collaborative environment where individuals can grow their careers while directly contributing to customer financial well-being.

The Role

• Proactively engage with existing customers and prospects to understand their financial needs through detailed assessments.
• Identify and recommend tailored financial solutions, including everyday banking, investments, lending, and small business products.
• Advise clients on convenient digital and self-serve banking options to simplify their financial management.
• Provide essential support to customers with their transaction needs based on branch traffic.
• Build new relationships within the community by generating appointments and expanding the client base.
• Ensure accuracy in data entry and loan application recommendations, maintaining compliance with regulatory requirements and lending policies.

What You'll Need

• Typically 2-3 years of relevant experience; a post-secondary degree is desirable, or an equivalent combination of education and experience.
• Working knowledge of personal and small business customer needs and solutions.
• Familiarity with retail investments and lending products.
• Experience in a consultative customer service or sales role is essential.
• Strong interpersonal and communication skills, with an aptitude for building rapport.
• Resourceful, self-starter mentality with the confidence to approach customers and a drive for results.

What's On Offer

• Competitive salary range of $41,714.00 - $69,000.00, with potential for commission.
• Comprehensive benefits package including health insurance, tuition reimbursement, life insurance, and retirement savings plans.
• Opportunities for professional development, training, and career advancement within a supportive network.
• A collaborative team environment that values individual contributions and fosters professional growth.

Apply via Haystack today!