Universal Banker jobs at Byline Bank - 910 jobs

Senior Universal Banker
Byline Bank 4.0
Universal banker job at Byline Bank
Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in assets and operates 45 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024. Byline Bank is a member of FDIC and an Equal Housing Lender. At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include: + U.S. News & World Report named Byline Bank as one of the **Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026.** + Chicago Sun Times Chicago's **Best Workplaces 2024** + **Best Workplaces in Illinois in 2024** by Best Companies Group and Illinois SHRM (Society for Human Resource Management) + Forbes **America's Best Small Employers 2023** By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you. **About the Opportunity:** Byline Bank is looking for passionate individuals who want to be part of something bigger. Our branch teams play a vital role in helping clients achieve their financial goals while fostering meaningful connections within the community. If you're detail-oriented, customer-focused, and ready to join a company that invests in its employees, we want to hear from you to discuss our Sr. Universal Banker opportunity! **Objective of Position** : The Senior Universal Banker (Sr. UB) is responsible for coordinating the activities of Tellers and Universal Bankers while collaborating to identify needs and explain products/services with the goal of converting service opportunities into sales events. The Sr. UB performs a complete range of services for customers including processing transactions, opening/closing accounts, responding to inquiries, and assisting the team with functions relative to the daily operations of the Branch. This role supports complex transactions and sensitive client concerns while administering and explaining policies and procedures. The Sr. UB is expected to periodically travel to other branch locations to support staffing coverage. A professional image as outlined in the Byline Bank Employee Handbook is required. **Duties and Responsibilities:** _Staff Leadership_ + Assists staff with scheduling, assigning work, answering questions, and problem resolution. + Identifies coaching opportunities for direct reports. + Identifies training needs of the Teller and Universal Banking staff. + Demonstrates a proficient ability to delegate duties and assignments. + Ensures Tellers properly use and follow guidelines outlined in the BYB Teller Training Manual. + Actively participates in Branch meetings and speaks on assorted topics. + Assists staff in recognizing and facilitating cross-selling opportunities. + Leads by example by demonstrating excellent customer service skills and adhering to all policies and procedures. + Demonstrates and encourages open communication with staff. _Sales & Service_ + Coaches staff to achieve assigned production goals. + Demonstrates the ability to work towards meeting customer service and sales expectations/standards. + Maintains positive interpersonal relationships with customers and employees. + Recognizes and facilitates cross-selling opportunities. + Opens and services accounts and identifies cross-selling opportunities for new and existing customers. + Calls on potential or existing customers to develop new business by promoting services and products, with the goal of expanding relationships and bank profitability. + Displays exceptional customer service and sales skills and maintain a professional attitude. + Maintains accuracy and compliance in all account documentation. _Operational Responsibilities_ + Participates in the weekly scheduling of Tellers and Universal Bankers. + Ensures proper coverage for adherence to dual control. + Completes the monthly branch certification to recap audits, teller differences and Teller Line operational duties in a timely and accurate manner. + Maintains ample levels of supplies and utilizes the proper order forms when requisitioning supplies. + Ensures Tellers/Universal Bankers balance out at drawer limits daily, per Bank policy. + Ensures that all bank policies pertaining to monies and balancing are strictly and continually adhered to. + Establishes clear and on-going communication with management. + Minimizes risk of losses, including cash differences and other controllable losses. + Maintains current knowledge of all Federal and State laws and regulations, along with the Bank's policies and procedures. + Processes Teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.). + Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments. + Makes sound judgments regarding customer service and risk to the bank, effectively balancing both. Understands when to escalate a problem or situation to management for resolution. + Continues to look for ways in which to complete tasks and duties in an efficient, cost-effective, and productive manner, without sacrificing excellent customer service. + Keeps abreast of competitor products, services, and current promotions. + All other duties as assigned. _Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time._ **Qualifications** : + High School Degree or GED required. + 3+ years of experience in a banking environment. + 1+ years of experience as a Teller, Personal Banker or Universal Banker is a plus. + Must be detail oriented with excellent organizational skills. + Team player with a strong desire to learn, exercise good leadership skills, independent judgment, discretionary thinking, creativity and be able to work in a fast-paced environment. + Strong knowledge of Microsoft Office preferred. + Working knowledge of banking regulatory requirements. + Knowledgeable about a wide variety of retail bank products and administrative support + Strong time management skills and attention to detail. + Ability to communicate in a professional, accurate, and clear manner with internal and external stakeholders. + Must be able to lift 30 pounds. **Physical Demands/Work Environment:** Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices. Must be able to lift 30 pounds. **Compensation & Benefits:** Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The anticipated hourly range for the position is $25.00 to $37.01. In addition, Byline provides benefits including medical coverage, dental, vision, disability, 401k, and paid time off. Depending on the specific role, compensation may also include discretionary bonuses and other benefit programs. The actual compensation package may vary based on factors such as skill set, experience level, and candidate's location. **Additional Information:** Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at ************, Option #2. This role is not eligible for visa sponsorship now or in the future. **Note to Recruitment Agencies and Third-Party Recruiters:** Byline Bank kindly requests that third-party recruiters, staffing agencies, and recruitment firms refrain from submitting resumes or candidate profiles without a prior agreement in place. Any unsolicited submissions will be considered property of Byline Bank, and no fees will be paid for placements resulting from such submissions. We appreciate your understanding and cooperation. Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.
$27k-32k yearly est. 60d+ ago

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Universal Banker
Midland States Bank 4.0
Columbia, IL jobs
Universal Banker Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Universal Banker Pay Range: 17.50-22.00/hr Position Summary The Universal Banker Trainee position is responsible for delivering excellent customer experiences to current and potential customers. Employees in this position will display effective communication skills and exhibit a good knowledge of the products and services offered. Also responsible for offering referral opportunities that will result in outcomes that define excellent customer service. An employee will remain in a trainee position until they have proven their ability to effectively place customers in the correct mix of product and services through needs based questioning. They must be able to regularly meet and/or exceed performance and production goals established by the Banking Center Manager. Primary Accountabilities Institutional knowledge of banking. Receive cash and checks for deposit, verifying amounts, looking at endorsements and reviewing checks for possible fraud including holds. Examines cash carefully to guard against counterfeit bills. Cashes checks for customers in accordance with bank policy. Enters transactions into computer system and issues receipts. Provides accurate customer service to include balancing cash drawer throughout the day to reduce and eliminate teller differences. Understanding basic knowledge of deposit and lending products & services. Able to identify correct product types through needs-based questioning allowing them to build and deepen customer relationships to include determining needs and referring business partners. Assists with basic deposit account openings and maintenance requests with monitoring and coaching provided by a senior level employee. Develop sales and product knowledge allowing them to achieve personal and team goals as set. Track and monitor those sales and opportunities in the customer information software. Participate in onsite visits to customers to promote the Employee Perks at Work Program & Merchant Services. Proactively participates in outbound teleconsulting to promote and expand current client relationships. Actively participate in weekly huddles and one on one coaching sessions. Serves as relief and /or backup teller in other locations of Midland States Bank. Timely completion of all assigned learning activities. Demonstrates and models Midland States Bank core values that support the bank's culture. Participate in bank sponsored community activities and initiatives. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Sales and customer service background. Ability to: Stand for extended periods of time. Ability to lift and transport coin and currency bags as required (bags may weigh between 25lbs and 50lbs). Other Desired Qualifications: Multilingual speakers are encouraged to apply. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 17.5-22 Hourly Wage PIf110e5ba6ed8-37***********7
$25k-30k yearly est. 4d ago
Universal Banker
Midland States Bank 4.0
Waterloo, IL jobs
Universal Banker Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Universal Banker Pay Range: 17.50-22.00/hr Position Summary The Universal Banker Trainee position is responsible for delivering excellent customer experiences to current and potential customers. Employees in this position will display effective communication skills and exhibit a good knowledge of the products and services offered. Also responsible for offering referral opportunities that will result in outcomes that define excellent customer service. An employee will remain in a trainee position until they have proven their ability to effectively place customers in the correct mix of product and services through needs based questioning. They must be able to regularly meet and/or exceed performance and production goals established by the Banking Center Manager. Primary Accountabilities Institutional knowledge of banking. Receive cash and checks for deposit, verifying amounts, looking at endorsements and reviewing checks for possible fraud including holds. Examines cash carefully to guard against counterfeit bills. Cashes checks for customers in accordance with bank policy. Enters transactions into computer system and issues receipts. Provides accurate customer service to include balancing cash drawer throughout the day to reduce and eliminate teller differences. Understanding basic knowledge of deposit and lending products & services. Able to identify correct product types through needs-based questioning allowing them to build and deepen customer relationships to include determining needs and referring business partners. Assists with basic deposit account openings and maintenance requests with monitoring and coaching provided by a senior level employee. Develop sales and product knowledge allowing them to achieve personal and team goals as set. Track and monitor those sales and opportunities in the customer information software. Participate in onsite visits to customers to promote the Employee Perks at Work Program & Merchant Services. Proactively participates in outbound teleconsulting to promote and expand current client relationships. Actively participate in weekly huddles and one on one coaching sessions. Serves as relief and /or backup teller in other locations of Midland States Bank. Timely completion of all assigned learning activities. Demonstrates and models Midland States Bank core values that support the bank's culture. Participate in bank sponsored community activities and initiatives. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Sales and customer service background. Ability to: Stand for extended periods of time. Ability to lift and transport coin and currency bags as required (bags may weigh between 25lbs and 50lbs). Other Desired Qualifications: Multilingual speakers are encouraged to apply. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PI7db38983da1e-37***********4
$25k-30k yearly est. 2d ago
Senior Private Banker & Wealth Advisory Leader
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
A leading financial services firm based in Chicago is seeking a Private Banker to advise clients on wealth management. The role involves managing relationships, generating new business, and offering comprehensive financial solutions. Candidates should have a Bachelor's Degree, over six years in Private Banking, and proven sales experience. The position requires various financial licenses to be obtained shortly after hiring. This is an opportunity for those motivated to deliver exceptional client service and grow their career within a supportive team. #J-18808-Ljbffr
$35k-79k yearly est. 6d ago
Director, FIG Investment Banking: Consumer Finance Deals
Capital One 4.7
Chicago, IL jobs
A leading financial services company in Chicago is seeking an experienced professional to manage business development and relationship management in the consumer finance industry. The ideal candidate has extensive experience in capital markets, financial institutions, and deal execution, along with relevant educational qualifications. This role offers a comprehensive benefits package and opportunities for professional growth. #J-18808-Ljbffr
$27k-35k yearly est. 6d ago
Director, FIG Investment Banking, Consumer Finance
Capital One 4.7
Chicago, IL jobs
* New business development and ongoing relationship management in the broader consumer finance industry* Work with leadership team to assist in the development of opportunity set and potential growth areas* Nurture and expand strong internal/external relationships, both new and existing* Work both independently and with small team to advise companies on best options for their needs, including lending, capital markets and other services* Autonomously manage deal execution with limited oversight: origination, structuring, cash flow modeling, diligence, negotiation of terms, approval, and legal documentation* Lead due diligence processes; evaluate industry research to draw relevant conclusions on material strengths, risks, and mitigants* Assist less experienced team members in financial statement analysis, cash flow analysis, and overall deal structuring* Prepare and review financial models independently* Assist partners in Underwriting to review credit approval documents; may review work of less experienced members of the team* Autonomously prepare term sheets in consultation with broader deal team, including partners in Underwriting, Legal and Credit* Lead the review and negotiation of legal documents subject matter expertise to provide rationale and drive outcomes, both internally and externally* Drive overall deal process and lead communication with internal and external constituents; constructively improve deal process* Prepare and review pricing models independently; understand drivers for pricing model outputs and consider areas for increasing returns* Bachelor's Degree or Military Experience* At least 5 years of experience in Relationship Management* At least 7 years of experience working with Lender Finance* At least 7 years of experience working with Financial Institutions* Master's Degree and/or CFA* At least 10 years of experience in Capital Markets and Asset Backed Securitization (ABS)* Completion of a formal credit training program* FINRA Licenses series 7, 63, 69Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
$27k-35k yearly est. 6d ago
Senior FIG Consumer Finance Banker & Deal Leader
Capital One National Association 4.7
Chicago, IL jobs
A leading financial institution in Chicago is seeking a Director for FIG Investment Banking. This senior role involves relationship management, business development, and guiding investment banking activities within the Consumer Finance sector. The ideal candidate will have substantial experience in relationship management and asset-backed securitization, with a focus on driving complex transactions and mentoring junior staff. Competitive compensation with performance-based incentives is available. #J-18808-Ljbffr
$27k-35k yearly est. 6d ago
Relationship Banker
Bank of America 4.7
Waukegan, IL jobs
Vernon Hills, Illinois;Arlington Heights, Illinois; Highland Park, Illinois; Palatine, Illinois; Buffalo Grove, Illinois; Lake Zurich, Illinois; Waukegan, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently, and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions. + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. + Six months of cash handling experience. + Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-36k yearly est. 3d ago
Relationship Banker
Bank of America Corporation 4.7
Waukegan, IL jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$31k-36k yearly est. 3d ago
Relationship Banker
Bank of America 4.7
Buffalo Grove, IL jobs
Vernon Hills, Illinois;Arlington Heights, Illinois; Highland Park, Illinois; Palatine, Illinois; Buffalo Grove, Illinois; Lake Zurich, Illinois; Waukegan, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently, and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions. + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. + Six months of cash handling experience. + Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-36k yearly est. 3d ago
Relationship Banker
Bank of America Corporation 4.7
Buffalo Grove, IL jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$31k-36k yearly est. 3d ago
Relationship Banker - Wilmington Market
Bank of America Corporation 4.7
Chester, IL jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$31k-36k yearly est. 6d ago
Relationship Banker - Wilmington Market
Bank of America Corporation 4.7
Chester, IL jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$31k-36k yearly est. 5d ago
Universal Banker
Community State Bank 4.3
Lake Geneva, WI jobs
Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced. Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties.
$29k-34k yearly est. Auto-Apply 5d ago
Universal Banker
Community State Bank 4.3
Lake Geneva, WI jobs
Job Description Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced. Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Powered by JazzHR KQ6jTRQ2ga
$29k-34k yearly est. 6d ago
Universal Banker
Community First Bank 3.7
Muscoda, WI jobs
Community First Bank of Muscoda, WI has a full-time opening for a Universal Banker position. Are you looking for an opportunity to build on your career in the financial industry? This position offers a competitive hourly wage, depending on experience. If you are passionate about helping others in a professional atmosphere and have great attention to detail, apply today! BENEFITS Enjoy a wide range of benefits Employee Stock Ownership Plan (ESOP) Paid Federal Holidays Top-notch Training Volunteer Time Off Birthday Time Off Health Insurance Dental Insurance Vision Insurance 401K Many more! A DAY IN THE LIFE AS A UNIVERSAL BANKER As a Universal Banker you arrive each day full of energy and ready to provide excellent customer service. As the first point of contact for our customers, you cheerfully greet each individual and take the time to really listen to their needs. You enjoy nurturing relationships as you get to know them by name. Thriving in our fast-paced financial environment, you accurately and efficiently process routine banking transactions such as deposits, withdrawals, checks, and loan payments. The Universal Banker builds and retain relationships with current and prospective clients, promote all bank products and services and respond to simple and complex customer inquiries or service requests. In addition, the Universal Banker assists customers with their deposit needs regarding new accounts and services, and maintenance of these accounts. You prioritize tasks effectively and stay on top of all the latest regulations and policies. And, most of all, you take pride in making a positive impression on each and every customer that you serve! QUALIFICATIONS FOR A UNIVERSAL BANKER Associates Degree or equivalent experience Familiarity with banking regulations. Excellent communication and interpersonal skills Prior banking experience is preferred but not required. Are you focused on the accuracy and quality of your work? Do you have excellent communication skills? Are you detail-oriented and conscientious? Do you enjoy working with people? Are you honest and ethical? If so, then you might just be perfect for this Universal Banker position! WORK SCHEDULE This is a full-time Monday - Friday position with a Saturday morning rotation. You will have your late evenings and Sundays free!
$29k-34k yearly est. 3d ago
Universal Banker
Starion Bank 3.2
Sun Prairie, WI jobs
Join Our Team as a Universal Banker at Starion Bank in Wisconsin! Are you a customer-focused, disciplined, and ethical individual with a passion for inspiring others? If so, we want you on our team at Starion Bank! Why Starion Bank? As a growing community bank, we pride ourselves on local leadership, personalized service, and deep community loyalty. We're not just a bank; we're a place where you can thrive both professionally and personally. Position: Universal Banker Location: Wisconsin Key Responsibilities: Open personal and business deposit accounts Cross-sell bank products and services Process consumer loans Troubleshoot and resolve customer and internal inquiries in a timely, professional and accurate manner Complete relationship development activities Qualifications: One to three years of experience in customer service, sales and cash handling or related experience required Demonstrated high level of flexible interpersonal skills, customer service, trustworthiness, credibility and diplomacy required What We Offer: Competitive Salary : Your hard work deserves great pay! Comprehensive Benefits : Including health, life, dental, vision, and a health savings account. Retirement Planning : 401K and profit-sharing options. Incentives : Annual Incentive Compensation Program available for all benefit eligible employees Work-Life Balance : Paid vacation and holidays. Recognized Excellence: Join a team recognized as the “Best of the Best” by Independent Bankers magazine and one of the “50 Best Places to Work” by Prairie Business magazine! Ready to Make a Difference? If you're ready to take the next step in your career and be part of a community-focused bank, apply today at ******************** Starion Bank- Taking You Further. Apply now and become a vital part of our team! Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
$29k-34k yearly est. Auto-Apply 10d ago
Universal Banker
Citizens Community Bancorp, Inc. 4.3
Mondovi, WI jobs
If you're motivated, detail-oriented, and have a passion for delivering exceptional customer service, keep reading! This is a fast-paced, interactive position with CCFBank, a successful financial institution with locations throughout Wisconsin and Minnesota. We're seeking a friendly, and customer-oriented individual who is eager to build and maintain customer relationships. As a Universal Banker, you will be responsible for providing exceptional customer service, processing financial transactions accurately and opening and closing customer accounts. You will be a crucial part of our team, ensuring that our customers receive the best banking experience by #Makingmorepossible. The ideal candidate is a collaborator who works well in a team environment with excellent communication skills. Bonus points if you're community focused and excited about making a positive difference for those around you. The ideal candidate is a collaborator who works well in a team environment with excellent communication skills. This job focuses heavily on working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. It requires an effective communicator: someone who is able to motivate others while understanding and responding to their needs and concerns. This role involves meeting and working with many different people. The person in this position must be friendly and genuinely interested in the needs of others, whether that's managers, team members, customers, or the company itself. This person must have a persuasive, teaching-oriented mindset and be able to easily communicate the company's policies, programs, and systems. Expect a faster-than-average pace of work for this position. Primary Responsibilities * Provides assistance to all assigned areas of branch operations where service or assistance is needed, including teller, new accounts, vault teller, safe deposit, and lending. * Assists customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques. * Receives and processes retail and commercial checking and savings deposits by determining that all necessary deposit documents are in accordance with banking policies and procedures. * May assist in opening and closing the vault daily; may provide dual control in verifying cash/coin sold or bought to/from the vault; may assist in balancing vault currency and coin. May be responsible for ordering, managing, and balancing the vault and ATM currency and coin. * Makes decisions regarding the opening of new deposit accounts; completes forms requiring customer signature(s); accepts initial deposits; prepares all documents and items pertaining to new accounts for processing. Presents funds received from customer to teller for initial deposits; determines funds availability and obtains receipt for customer. * Performs other duties as assigned. Education and Experience * Associate's degree in accounting, finance, economics or related field. * Substitution: Three (3) years of directly related full time experience performing the functions outlined above may be considered in lieu of the degree. * Two (2) years of experience in the financial services industry performing teller job duties. * Two (2) years of customer service experience. Desired Education and/or Experience Requirements * One (1) year of sales experience. What's in it for you? * Full Time, 40 hours per week. * Monday - Friday work week. * Competitive Pay. * Eligible for an annual bonus of 1.5%-3% of your salary based on company goals and performance. Perks: * Health, Vision & Dental Plans: Because healthy smiles are important. * Health Savings Account (HSA) with CCF Contributions: Save for those medical expenses that you weren't expecting. * Health Reimbursement Arrangement: Be reimbursed for qualifying medical expenses by making smart health care decisions. * Flexible Spending Account: For those unexpected medical expenses. * Employer Paid Life Insurance and Long-Term Disability Plans: We've got your back (and your future). * Voluntary Life Insurance and Short-Term Disability Plans: Because life is unpredictable. * Accident and Critical Illness Plans: Just in case you decide to take up extreme knitting. * Hospital Indemnity: We will help cover additional hospital expenses. * 401K Retirement Plan and Company Match: Retirement goals? We've got you covered. * Paid Time Off, Bereavement Leave, and Paid Holidays: Rest, recharge, and celebrate your loved ones. * Parental Leave: Because parenting is the ultimate adventure. * Company-Wide Wellness Program: Yoga, smoothies, and mental high-fives. * Employee Achievement Program: Here to help you through the good times and the bad. * Colleague Referral Program: Refer a friend, get a virtual high-five (and maybe a bonus). * Professional Development Reimbursement Program: Learn and grow with us! * Career Planning: Plot your career trajectory. * Colleague Pricing on Secondary Market Mortgage Loans: Because everyone deserves a castle (or a cozy cottage). * Colleague Beyond Save & Spend Accounts Perks: Unlock exclusive pricing on our deposit products. What can you expect from us? At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers. We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them. Learn more here about how we make more possible: *********************** Ready to be part of our financial family? Apply online at ccf.us! If you need assistance applying, contact us at ********* and we will attempt to meet your needs. In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position. CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.
$28k-34k yearly est. 39d ago
Universal Banker
First Horizon Corp 3.9
King, WI jobs
Schedule: Monday through Friday 8:30AM to 5:15PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management. Essential Duties and Responsibilities Sales and service * Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. * Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. * Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. * Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. * Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. * Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience * Research and resolve problems and respond to client inquiries on account status. * Deliver excellent client experiences consistently and promptly resolve client issues effectively. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency * Assist banking center associates with all aspects of daily operations as needed, including audit controls. * Assist banking center management with "on the job training" of new associates. * Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. * High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement * All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position * The assessment takes approximately 12-15 minutes to complete * Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
$33k-38k yearly est. 6d ago
Senior Universal Banker - Floater
Byline Bank 4.0
Universal banker job at Byline Bank
Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in assets and operates 45 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024. Byline Bank is a member of FDIC and an Equal Housing Lender. At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include: + U.S. News & World Report named Byline Bank as one of the **Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026.** + Chicago Sun Times Chicago's **Best Workplaces 2024** + **Best Workplaces in Illinois in 2024** by Best Companies Group and Illinois SHRM (Society for Human Resource Management) + Forbes **America's Best Small Employers 2023** By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you. **About the Opportunity:** Byline Bank is looking for passionate individuals who want to be part of something bigger. Our branch teams play a vital role in helping clients achieve their financial goals while fostering meaningful connections within the community. If you're detail-oriented, customer-focused, and ready to join a company that invests in its employees, we want to hear from you to discuss our Sr. Universal Banker opportunity! **Objective of Position** : The Senior Universal Banker (Sr. UB) is responsible for coordinating the activities of Tellers and Universal Bankers while collaborating to identify needs and explain products/services with the goal of converting service opportunities into sales events. The Sr. UB performs a complete range of services for customers including processing transactions, opening/closing accounts, responding to inquiries, and assisting the team with functions relative to the daily operations of the Branch. This role supports complex transactions and sensitive client concerns while administering and explaining policies and procedures. The Sr. UB is expected to periodically travel to other branch locations to support staffing coverage. A professional image as outlined in the Byline Bank Employee Handbook is required. **Duties and Responsibilities:** _Staff Leadership_ + Assists staff with scheduling, assigning work, answering questions, and problem resolution. + Identifies coaching opportunities for direct reports. + Identifies training needs of the Teller and Universal Banking staff. + Demonstrates a proficient ability to delegate duties and assignments. + Ensures Tellers properly use and follow guidelines outlined in the BYB Teller Training Manual. + Actively participates in Branch meetings and speaks on assorted topics. + Assists staff in recognizing and facilitating cross-selling opportunities. + Leads by example by demonstrating excellent customer service skills and adhering to all policies and procedures. + Demonstrates and encourages open communication with staff. _Sales & Service_ + Coaches staff to achieve assigned production goals. + Demonstrates the ability to work towards meeting customer service and sales expectations/standards. + Maintains positive interpersonal relationships with customers and employees. + Recognizes and facilitates cross-selling opportunities. + Opens and services accounts and identifies cross-selling opportunities for new and existing customers. + Calls on potential or existing customers to develop new business by promoting services and products, with the goal of expanding relationships and bank profitability. + Displays exceptional customer service and sales skills and maintain a professional attitude. + Maintains accuracy and compliance in all account documentation. _Operational Responsibilities_ + Participates in the weekly scheduling of Tellers and Universal Bankers. + Ensures proper coverage for adherence to dual control. + Completes the monthly branch certification to recap audits, teller differences and Teller Line operational duties in a timely and accurate manner. + Maintains ample levels of supplies and utilizes the proper order forms when requisitioning supplies. + Ensures Tellers/Universal Bankers balance out at drawer limits daily, per Bank policy. + Ensures that all bank policies pertaining to monies and balancing are strictly and continually adhered to. + Establishes clear and on-going communication with management. + Minimizes risk of losses, including cash differences and other controllable losses. + Maintains current knowledge of all Federal and State laws and regulations, along with the Bank's policies and procedures. + Processes Teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.). + Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments. + Makes sound judgments regarding customer service and risk to the bank, effectively balancing both. Understands when to escalate a problem or situation to management for resolution. + Continues to look for ways in which to complete tasks and duties in an efficient, cost-effective, and productive manner, without sacrificing excellent customer service. + Keeps abreast of competitor products, services, and current promotions. + All other duties as assigned. _Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time._ **Qualifications** : + High School Degree or GED required. + 3+ years of experience in a banking environment. + 1+ years of experience as a Teller, Personal Banker or Universal Banker is a plus. + Must be detail oriented with excellent organizational skills. + Team player with a strong desire to learn, exercise good leadership skills, independent judgment, discretionary thinking, creativity and be able to work in a fast-paced environment. + Strong knowledge of Microsoft Office preferred. + Working knowledge of banking regulatory requirements. + Knowledgeable about a wide variety of retail bank products and administrative support + Strong time management skills and attention to detail. + Ability to communicate in a professional, accurate, and clear manner with internal and external stakeholders. + Must be able to lift 30 pounds. **Physical Demands/Work Environment:** Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices. Must be able to lift 30 pounds. **Compensation & Benefits:** Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The anticipated hourly range for the position is $25.00 to $37.01. In addition, Byline provides benefits including medical coverage, dental, vision, disability, 401k, and paid time off. Depending on the specific role, compensation may also include discretionary bonuses and other benefit programs. The actual compensation package may vary based on factors such as skill set, experience level, and candidate's location. **Additional Information:** Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at ************, Option #2. This role is not eligible for visa sponsorship now or in the future. **Note to Recruitment Agencies and Third-Party Recruiters:** Byline Bank kindly requests that third-party recruiters, staffing agencies, and recruitment firms refrain from submitting resumes or candidate profiles without a prior agreement in place. Any unsolicited submissions will be considered property of Byline Bank, and no fees will be paid for placements resulting from such submissions. We appreciate your understanding and cooperation. Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.
$27k-32k yearly est. 12d ago