TrustBank
Job Title
Personal Banker
Department Wheaton
Reports To Assistant VP - Wheaton Market
FLSA Status Non-Exempt
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 account and teller services, cross‑selling bank products, and supporting 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 TrustBank that encourages the network and the Wheaton community to choose TrustBank.
Duties and Responsibilities
Promote TrustBank, its values and service standards.
Ensure customers receive prompt and courteous service.
Cross‑sell products to customers to meet their needs.
Answer phone inquiries.
Represent TrustBank at community functions and within your network to generate new relationships.
Open new accounts.
Issue and redeem certificates of deposit.
Assist customers in resolving account‑related problems.
Stay within compliance guidelines when opening and closing accounts.
Establish proper identification of all new customers, obtain credit reports to determine account acceptance, and assess product suitability.
Provide loan applications as appropriate.
Order ATM/Debit cards, update information, activate, etc.
Process check orders/re‑orders for customers.
Work with the team for friendly, efficient and accurate operation of the bank.
Remain flexible to scheduling needs during all Wheaton location business hours (M‑F 8 AM – 6 PM).
Open and close the bank when needed.
Process night‑drop deposits.
Run teller transactions accurately and efficiently.
Balance drawer cash and vault cash.
Approve checks within limits.
Order and stock adequate supplies.
Maintain over‑and‑short reports and transaction reports.
Ship and order currency and coin from the Federal Reserve.
Scan and balance transactions in the proof program.
Assist with monthly reports.
Attend bank meetings and educational seminars as required.
Provide support to the Market President.
Support ancillary deposit operations across the bank at‑large as assigned.
Perform other duties as assigned.
Working Conditions The position is a full‑time role, 40 hours per week. Regular schedule is Monday–Friday, 8 AM–5 PM or 9 AM–6 PM, subject to change based on bank needs. The role may require occasional attendance at banking functions and networking events outside regular hours. Work can be repetitive and involves dealing with the public. The environment has moderate noise. Duties may require standing, walking, using hands, reaching, talking, hearing, lifting up to 25 pounds, and normal vision abilities.
TrustBank Core Values Embrace and promote the TrustBank 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 eligibility for a discretionary annual bonus. Pay may vary based on qualifications, skills, and experience. Employee benefits details are available on our bank’s website at
TrustBank Careers .
Disclosures TrustBank recognizes that people are our bank’s strength and places 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.
Requirements Education and/or Experience Must have a high school education and be able to master on‑the‑job training requirements. An associate’s degree or higher in business or finance is preferred. A minimum of two years in retail 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, and possess problem‑solving skills. The ability to perform detailed work with accuracy and cash‑handling skills are essential. Must articulate financial concepts to customers and answer questions. High‑level knowledge of mortgage and lending products and wealth‑management services offered by the bank.
Technical Skills Ability to use a computer for data entry, word processing, MS Office, and Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.
Updated February 5, 2025
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Department Wheaton
Reports To Assistant VP - Wheaton Market
FLSA Status Non-Exempt
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 account and teller services, cross‑selling bank products, and supporting 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 TrustBank that encourages the network and the Wheaton community to choose TrustBank.
Duties and Responsibilities
Promote TrustBank, its values and service standards.
Ensure customers receive prompt and courteous service.
Cross‑sell products to customers to meet their needs.
Answer phone inquiries.
Represent TrustBank at community functions and within your network to generate new relationships.
Open new accounts.
Issue and redeem certificates of deposit.
Assist customers in resolving account‑related problems.
Stay within compliance guidelines when opening and closing accounts.
Establish proper identification of all new customers, obtain credit reports to determine account acceptance, and assess product suitability.
Provide loan applications as appropriate.
Order ATM/Debit cards, update information, activate, etc.
Process check orders/re‑orders for customers.
Work with the team for friendly, efficient and accurate operation of the bank.
Remain flexible to scheduling needs during all Wheaton location business hours (M‑F 8 AM – 6 PM).
Open and close the bank when needed.
Process night‑drop deposits.
Run teller transactions accurately and efficiently.
Balance drawer cash and vault cash.
Approve checks within limits.
Order and stock adequate supplies.
Maintain over‑and‑short reports and transaction reports.
Ship and order currency and coin from the Federal Reserve.
Scan and balance transactions in the proof program.
Assist with monthly reports.
Attend bank meetings and educational seminars as required.
Provide support to the Market President.
Support ancillary deposit operations across the bank at‑large as assigned.
Perform other duties as assigned.
Working Conditions The position is a full‑time role, 40 hours per week. Regular schedule is Monday–Friday, 8 AM–5 PM or 9 AM–6 PM, subject to change based on bank needs. The role may require occasional attendance at banking functions and networking events outside regular hours. Work can be repetitive and involves dealing with the public. The environment has moderate noise. Duties may require standing, walking, using hands, reaching, talking, hearing, lifting up to 25 pounds, and normal vision abilities.
TrustBank Core Values Embrace and promote the TrustBank 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 eligibility for a discretionary annual bonus. Pay may vary based on qualifications, skills, and experience. Employee benefits details are available on our bank’s website at
TrustBank Careers .
Disclosures TrustBank recognizes that people are our bank’s strength and places 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.
Requirements Education and/or Experience Must have a high school education and be able to master on‑the‑job training requirements. An associate’s degree or higher in business or finance is preferred. A minimum of two years in retail 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, and possess problem‑solving skills. The ability to perform detailed work with accuracy and cash‑handling skills are essential. Must articulate financial concepts to customers and answer questions. High‑level knowledge of mortgage and lending products and wealth‑management services offered by the bank.
Technical Skills Ability to use a computer for data entry, word processing, MS Office, and Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.
Updated February 5, 2025
#J-18808-Ljbffr