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Financial Services Representative

Job in Wheaton, DuPage County, Illinois, 60187, USA
Listing for: TrustBank
Full Time, Seasonal/Temporary position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 23 - 25 USD Hourly USD 23.00 25.00 HOUR
Job Description & How to Apply Below
Description:

Trust Bank is seeking enthusiastic and entrepreneurial team members for the new Trust Bank to be located in Wheaton, IL. We are seeking a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation and drive to contribute passionately while embracing Trust Bank's vision, mission and core values. Trust Bank was founded in 1912, and we have been Growing Prosperity Together ever since.

Join a growing team of professionals and find a rewarding career at Trust Bank.

JOB TITLE: PERSONAL BANKER

DEPARTMENT: WHEATON

REPORTS TO: ASSISTANT VP- WHEATON MARKET

FLSA STATUS: NON-EXEMPT

TYPE OF POSITION: FULL-TIME

JOB SUMMARY

Provide a high-touch approach to developing customer relationships. Offer the full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch operations and facilities management as needed. Address more complex transactions with ease and confidence.

Communicate effectively with current and prospective customers, providing exceptional customer service at all times. Project a professional image for Trust Bank that encourages your network and the Wheaton community to choose Trust Bank.

DUTIES AND RESPONSIBILITIES

  • Promote Trust Bank, its Values and its Service Standards.

o Ensure that customers receive prompt and courteous service.

o Cross-sell products to customers to meet their needs.

o Answer phone inquiries.

o Represent Trust Bank at community functions and in your network to generate new relationships.

  • Provide Excellent Customer Service

o Opening new accounts.

o Issue and redeem certificates of deposit.

o Assist customers in resolving account related problems.

o Stay within compliance guidelines when opening and closing all accounts.

o Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs.

o Give out appropriate loan applications.

o Order ATM/Debit cards and update information, activate, etc.

o Process check orders/re-orders for customers

  • Work with the team for friendly, efficient and accurate operation of the bank.

o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM)

o Open and close bank when needed.

o Process night drop deposits.

o Run teller transactions accurately and efficiently.

o Balance drawer cash and vault cash.

o Approve checks within limits.

o Order and stock adequate supplies.

o Maintain over and short reports and transaction reports.

o Ship and order currency and coin from Fed.

o Scan and balance transaction in the proof program.

o Assist with monthly reports.

o Attend bank meetings and educational seminars as required.

o Provide support to Market President.

o Support ancillary deposit operations across the bank at-large as assigned.

o Perform other duties as assigned.

WORKING CONDITIONS

The position is a full-time position, working 40-hours per week. Regular schedule is Monday Friday, 8 AM 5 PM or 9 AM 6 PM. Schedule is subject to change based on the needs of the bank. Position may require occasional attendance at banking functions and networking events outside of regular business hours. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient.

The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.

TRUSTBANK CORE VALUES

Embrace and promote the Trust Bank Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITS

The estimated hourly rate for this role is $23-$25/per hour, along with the eligibility for a discretionary annual bonus. Pay rate may vary based on the candidate's qualifications,…

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