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Personal Bankers (a/k/a Financial Service Advisor)

Company: CARDINAL SERVICES LTD.
Location: Chicago
Posted on: November 27, 2022

Job Description:

  • Monthly incentives and annual bonus opportunities
  • Hourly
  • Full Time Full-time, 40 hours per week, benefit-eligibleIf you are interested in working for a leader in the credit union industry, then we are looking for you! We are a dynamic company with growth opportunities. Our membership base consists of ComEd, Exelon, Northwestern Medicine, and Northwestern University employees and students, as well as a 14-county community charter including Evanston and Rockford.We are currently seeking Personal Bankers for our Chicago-Loop (Monroe Street) Office and a Personal Banker for our Chicago-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).A qualified candidate should have 2+ years of consumer sales experience. Solid computer, analytical, math, and communication skills are required. Financial Services experience is preferred. Bilingual (English/Spanish) is a plus.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.Office addresses:

    First Northern Credit Union
    230 W. Monroe St., Ste. 2850
    Chicago, IL 60606
    (on Franklin between Monroe & Madison)

    First Northern Credit Union
    541 N. Fairbanks Ct., Ste. 120
    Chicago, IL 60611
    (on Fairbanks between Grand & Ohio)Compensation: Mid-to-high 30's plus monthly incentives and annual bonus opportunitiesPlease be advised that First Northern Credit Union conducts background and credit checks for all positions.We offer great benefits and pay. If you are interested in this employment opportunity, please apply through the online link provided through this Web site.EOE
    Drug-Free Work Environment
    M/F/D/VApply Now with our quick 3 minute Application! * Fields Are Required What is your full name? First Name How can we contact you? Email Phone Number Number Type What is your preferred method of communication?

Keywords: CARDINAL SERVICES LTD., Chicago , Personal Bankers (a/k/a Financial Service Advisor), Accounting, Auditing , Chicago, Illinois

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