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 (Financial Services).

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

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Role Overview

This is an entry-level Personal Banker role (SAFE Act / NMLS-compliant) for a Confidential Client branch in Chicago, IL. The position requires bilingual English/Spanish skills, strong customer service, and sales aptitude. You will help acquire and grow consumer and small-business relationships through account opening, product cross-sell, client education on digital services, and exceptional branch-level service.

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What You’ll Do

• Work with business credit requests under $250K; identify and refer larger lending opportunities to appropriate teams.
• Cross-sell deposit, treasury, and small-business products to deepen customer relationships.
• Generate referral opportunities through Centers of Influence (COIs) and member referral programs.
• Execute outbound and inbound client outreach to acquire new relationships and deepen existing ones.
• Coach and support tellers and branch staff on product features, promotions, and client referral cues.
• Educate clients on digital and self-service channels and leverage marketing/technology tools to uncover opportunities.
• Present product offers and financial solutions while maintaining excellent client experience.
• Follow all policies, procedures, and compliance requirements; appropriately assess and escalate risk and control issues.
• Maintain NMLS/SAFE Act compliance where applicable.

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Qualifications

• 0–2 years of relevant experience; previous banking, retail, or sales experience preferred.
• Bilingual in English and Spanish (verbal and written) — required for this posting.
• Familiarity with branch sales, account opening, and basic small-business banking products.
• Knowledge of digital banking tools and ability to coach clients on channels and features.
• NMLS registration / SAFE Act compliant (or willingness/ability to obtain where required).
• Strong verbal and written communication skills and customer-focused service orientation.
• Demonstrated ethical judgment and ability to follow regulatory and internal policy requirements.

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Education & Career Level

• Bachelor’s degree preferred or equivalent experience.
• Entry-level to early-career (0–2 years). Development, coaching, and training opportunities are typically provided.

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Compensation & Benefits

• Primary location full-time salary range (posted): $54,100.00 - $75,500.00 per year.
• Estimated market figure shown in source: $72,714/year (for orientation only).
• In addition to salary, eligible employees may receive incentive awards and benefits such as medical, dental, vision, retirement plan options, paid time off, and other standard employer benefits. Specific offerings vary by jurisdiction and hire date.

(Per Illinois pay-transparency and related rules, this posting includes the salary range above.)

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Location & Schedule

• Primary location: Chicago, IL (branch-based). This role is full-time and requires regular in-branch presence. Local candidates or those willing to commute are preferred.

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What Good Looks Like

• Consistently meets branch sales and service targets while delivering an outstanding client experience.
• Effectively identifies client needs and brings appropriate product and referral solutions.
• Reliable, professional team member who supports branch colleagues and fosters a compliant environment.

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Equal Opportunity & Reasonable Accommodation

Careertakes and our client are committed to an inclusive hiring process and workplace. Qualified applicants will be considered without regard to legally protected characteristics. If you require a reasonable accommodation to participate in the application process, please let us know.

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Notes on Hiring Practices

• This role may use automated tools (including AI-assisted screening) to help match qualifications to the role. Final hiring decisions are made by people.
• Candidates must meet any licensing or registration requirements (for example, NMLS/SAFE Act) prior to performing regulated activities where applicable.

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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.