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Relationship Banker. Job in Bedford Park Gr8Jobs
Career Insights for Personal Banker
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Scorecard
Based on Illinois data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$73,164 / year median in Illinois
-2% projected decline
Job Description
Wintrust Financial is seeking a Relationship Banker for its Old Town location. In this client-facing role, you'll build and grow banking relationships with individuals and small businesses, providing tailored deposit, lending, and digital banking solutions. You'll handle everyday transactions, conduct financial checkups, and proactively identify cross-sell and referral opportunities. Working in a collaborative, community-focused environment, you'll ensure regulatory compliance, deliver exceptional service, and contribute to branch sales goals while gaining exposure to career paths across banking and financial services. Responsibilities Build and deepen relationships with retail and small business clients through tailored banking solutions Open and service deposit accounts, loans, and other consumer banking products Conduct financial consultations to understand client goals and recommend appropriate products Execute daily branch transactions accurately, including deposits, withdrawals, and payments Proactively identify cross-selling opportunities and refer clients to partners in lending and wealth management Support sales goals through outbound calling, community outreach, and follow-up Ensure compliance with bank policies, regulations, and security procedures Use CRM and banking systems to document interactions and manage client portfolios Resolve client issues promptly while delivering high-quality customer service Collaborate with branch team members to support branch performance and community initiatives Required Skills Retail banking Customer service Sales and cross-selling Consumer lending basics Banking regulations and compliance Cash handling and teller operations CRM and banking systems Financial needs analysis Account opening and maintenance Digital banking tools