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Old Second National Bank · 10 hours ago

Universal Banker I, II, III - North Aurora

North Aurora, Illinois, United States

Full-time

Onsite

Entry, Mid, Senior Level

$17.50/hr - $22.50/hr

1+ years exp

Old Second National Bank has been serving the Chicago area for over 150 years, focusing on community and growth. The Universal Banker positions are responsible for providing customer service and sales support, including account management and cross-selling banking products.

BankingFinanceFinancial Services

Responsibilities

Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns

Follows up with customers by phone or email

Accurately opens, closes, and maintains customer accounts according to established policies and procedures

Understands material covered in Personal Banker training manuals

Utilizes strong knowledge of Old Second products and services to advise new and existing customers of Old Second’s comprehensive portfolio of banking options

Begins to learn and apply knowledge to more complicated retail products including IRAs and loans

Maintains a high level of customer service to assist the branch in obtaining the highest customer service ratings, including internal survey results

Utilizes cross training as a Teller to fill in as needed behind the Teller line to handle basic transactions including cashing checks, processing deposits and withdrawals, and adhering to processes and procedures including balancing drawer

Maintain working knowledge of all internal and legislated compliance and regulations including satisfactory completion of all annual training

Responsible for Operational Accuracy and Compliance (ex. Records, TD Ops, BSA/Fraud/CTR’s, BAI, Signature Cards, CIP, Beneficial Ownership)

Maintains flexibility in work schedule including opening/closing branch as needed

Demonstrates willingness to fill in at other OSB locations as needed

Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities

Leads branch by example through exceptional customer service

Manages a book of Retail Banking clients by maintaining regular contact, advising on Personal Banking matters, and serving as a liaison to other business lines for their client base

Proactively connects with prospects and clients in the pursuit of new and cross sales opportunities

Utilizes each client communication to deepen customer relationships and loyalty to bank

Refers other lines of business, such as, Wealth Management, Mortgage and Commercial

Has deep understanding and applied knowledge of more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate

Qualification

NMLS registrationCustomer serviceSales experienceBanking knowledgeCash handlingClient relationship managementMath proficiencyComputer proficiencyProfessional communicationProduct promotionCross sellingOrganizationCompliance knowledgeFocus

Required

High school diploma (or equivalent) and one year of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience for Universal Banker (Level 1)

Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements for Universal Banker (Level 1)

Must work onsite to perform responsibilities of this position for Universal Banker (Level 1)

High school diploma (or equivalent) and two years of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience for Senior Universal Banker (Level 2)

Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements for Senior Universal Banker (Level 2)

Must work onsite to perform responsibilities of this position for Senior Universal Banker (Level 2)

High school diploma (or equivalent) and three or more years of related experience which includes some banking and/or sales, client relationship management, consultancy experience, or cash handling, or equivalent combination of education and experience for Universal Relationship Banker (Level 3)

Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements for Universal Relationship Banker (Level 3)

Must successfully complete Universal (Relationship) Banker Cross Training Development Plan curriculum (or equivalent experience) for Universal Relationship Banker (Level 3)

Must work onsite to perform responsibilities of this position for Universal Relationship Banker (Level 3)

Demonstration of excellent customer service and professional communication

Dedication to product promotion, sales referrals, and cross selling products/services

Math and computer proficiency. Technical aptitude toward learning and utilizing bank software applications

Basic understanding of banking, check processing, credits and debits

Focus and organization during periods of high volume or interruption

Reliable: dedication & commitment to work; follow-through on all tasks

Knowledge and compliance with bank rules and regulations