About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position overview

This is an entry-level Branch Personal Banker role supporting consumer and small business customers at a Glenview, IL branch. The role supports sales and service delivery, builds customer relationships, cross-sells bank products, and helps drive growth for the branch’s book of business. The position requires Safe Act / NMLS compliance.

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What You’ll Do

• Work with consumer and small-business clients — process transactions and support business credit requests under $250,000; identify and refer larger lending opportunities.
• Cross-sell deposit, treasury and related small-business products and services to deepen client relationships.
• Build referral opportunities through Centers of Influence (COIs) and Member Get Member (MGM) programs.
• Support branch outreach: perform outbound and inbound client calls to acquire and grow relationships.
• Coach and guide tellers and branch staff on product features, promotions and referral opportunities.
• Educate clients on digital and self-service channels and promote appropriate product offers and financial solutions.
• Use available technology and marketing tools to identify opportunities and present tailored solutions.
• Follow internal policies and regulatory requirements; assess risk and escalate control issues when needed.
• Deliver exceptional client service while meeting branch sales and service objectives.

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Qualifications

• 0–2 years of relevant experience; previous banking, retail, or sales experience preferred.
• NMLS registration and Safe Act compliance required.
• Familiarity with modern digital/smart banking tools and branch systems.
• Strong verbal and written communication skills; customer-focused mindset.
• Ability to analyze client needs and recommend appropriate products.
• Reliable ethical judgment and adherence to compliance, policies and regulations.

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Education

• Bachelor’s degree or equivalent experience preferred.

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Compensation & Benefits

• Salary: $54,100 — $75,500 per year (Full-time, Glenview, IL). This posting includes a salary range consistent with applicable pay-transparency laws.
• In addition to base salary, eligible employees may receive discretionary and/or formulaic incentive awards.
• Typical benefits may include medical, dental & vision coverage, 401(k), life/accident/disability insurance, and paid time off; offerings vary by jurisdiction and hire date.

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Position details

• Job family: Branch Sales / Consumer Sales
• Employment type: Full time
• Primary location: Glenview, IL (in-person branch role)
• Anticipated posting close date: 2026-08-10

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Why apply via Careertakes

• Careertakes is a third-party recruiting partner and may surface additional matched roles based on your profile.
• We follow best practices from third-party recruiting to ensure a fast, transparent process while protecting candidate data.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.