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Old Second National Bank · 1 day ago

Universal Relationship Banker - Evergreen Park

Evergreen Park, Illinois, United States

Full-time

Onsite

Mid Level

$22.55/hr - $29/hr

3+ years exp

Old Second National Bank has been serving the Chicago area for over 150 years and is committed to exceptional customer service. The Universal Relationship Banker is responsible for managing retail banking clients, providing sales and service, and deepening client relationships while performing basic teller functions as needed.

BankingFinanceFinancial Services

Responsibilities

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

Meets elevated 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

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

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. Understands and applies knowledge to more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate

Leads branch by example in practicing exceptional customer service. 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

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

Qualification

Client relationship managementSales proficiencyBanking knowledgeNMLS registrationCross sellingCustomer serviceMath proficiencyComputer proficiencyProfessional communicationOrganizational skills

Required

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

Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements

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

Must work onsite to perform responsibilities of this position

Demonstration of exceptional customer service and professional communication

Develops and builds deep relationships internally and externally

Proven track record of meeting or exceeding sales and service goals

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

Math and computer proficiency. Technical aptitude utilizing bank software applications

Intermediate 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

Ability to stay focused and organized during periods of high volume or interruptions