Financial Services Representative

Description :

TrustBank is seeking an enthusiastic and entrepreneurial team member for the new TrustBank in Wheaton, IL as we enter our third year of growth.  We are a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation that contributes passionately while embracing TrustBanks vision, mission and core values.  TrustBank 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 TrustBank.

JOB TITLE : PERSONAL BANKER

DEPARTMENT :   WHEATON

REPORTS TO :   ASSISTANT VP- WHEATON MARKET

FLSA STATUS :   NON-EXEMPT

TYPE OF POSITION :   PART-TIME

JOB SUMMARY

Provide a high-touch approach to developing customer relationships.  Offer a 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, providing new accounts services, and cross-selling bank products and services. Address more complex customer needs with ease and confidence.  Communicate effectively with current and prospective customers, providing exceptional customer service at all times.  Project a professional image for TrustBank that encourages your network and the DuPage community to choose TrustBank.

DUTIES AND RESPONSIBILITIES

Provide Excellent Customer Service

o Ensure that customers receive prompt and courteous service.

o Opening new accounts and cross-sell products to customers to meet their needs.

o Assist customers in meeting all account related needs.

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

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

o Answer phone inquiries.

o Provide support to relationship officers.

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 Assist with monthly reports.

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

o Attend bank meetings and educational seminars as required.

o Teller functions as needed (approximately 5% of the role)

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

o Perform other duties as assigned.

WORKING CONDITIONS

The position is a part-time position, working 20 - 25 hours per week. Work schedule may vary to support the operating hours of the bank Monday Friday, 8 AM 6 PM. Position includes occasional attendance at banking functions and networking events outside of regular business hours.  Interacting with customers and prospects.  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 TrustBank Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITS

Compensation for this position is $24.00 - $29.00 / hour and detail any bonus or incentives. TrustBank provides a generous benefits offering and details may be found on our banks website :  https : / / trustbank.net / company / career-opportunities

DISCLOSURES

TrustBank recognizes that people are our banks strength, and we place a high value on diversity and inclusion.  We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.  The best talent will acquire the position.

This job description may be subject to change and is not intended to be all-inclusive.  The employee may perform other related duties to meet the ongoing needs of the organization.  Equal Opportunity Employer / Disability / Veterans

Updated September 2, 2025

Requirements :

EDUCATION and / or EXPERIENCE

Must have high school education and be able to master on-the-job training requirements.  Associates degree or higher is a plus.  A minimum of two years banking experience is required.  Banking certifications are ideal but not necessary.

REQUIRED SKILLS AND ABILITIES

Experience in customer sales, relationship management, and cross selling skills are desired.  Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively.  The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have.  High level knowledge of mortgage and lending products and services and wealth management services offered by the bank.

TECHNICAL SKILLS

Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work.  Knowledge and ability to learn the banks data processing system.  Use of personal computer, calculator, telephone, shredder, scanner / copier, and other general office equipment.

Compensation details : 24-29 Hourly Wage

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