Financial Representative
Investment Banker Job 6 miles from Machesney Park
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members' financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Financial Representative
Investment Banker Job 44 miles from Machesney Park
Financial Representative//Financial Services Professional
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.
Compensation & Benefits
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Are you ready to change your life and the lives of your clients? Apply now!
About Us
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Why join Northwestern Mutual:
#90, Fortune 100 company (2021)
Forbes' Best Employers for Diversity (2018-2020)
Top 10 US Independent Broker-Dealers1
#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$224 billion3 (retail investment client assets held or managed)
1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.
2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
3 Combined client assets of NMIS and NMWMC as of June 30, 2021
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
Proprietary Equity Traders Wanted
Investment Banker Job 6 miles from Machesney Park
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structure
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at One State Street Plaza in the heart of New York City's famed financial district.
Please Note
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Intern - Commercial Banking
Investment Banker Job 6 miles from Machesney Park
Intern - Commercial Banking
Rockford, IL
Rate of Pay: $15 an hour
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.
Position Summary
The Commercial Banking Intern will provide assistance to the Commercial Department with various recurring tasks as well as special projects.
Primary Accountabilities
Help to organize and track regional goals to ensure alignment with the overall objectives.
Assist with managing data in RelPro and Salesforce, ensuring it remains clean, accurate, and actionable for decision-making.
Support the planning and execution of employee and community events, potentially collaborating with the Director - Community & Economic Development on event initiatives.
Assist the Commercial Relationship Management or Commercial Services Relationship Management team with underwriting tasks, sales proposals, and client engagement support.
Perform other duties as assigned.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Position Qualifications
Education/Experience:
The internship will run for Summer of 2025 beginning mid-May and ending early-August.
Able to work a 40-hour work week, Monday-Friday, between 8 a.m. and 5 p.m.
Must reside local to Rockford, IL and report to the Rockford East State Street office.
Enrolled in a degree program with courses of study including Business Administration, Finance, or other related field at a college or university with at least 2 years completed.
Strong organizational and communication skills to manage tasks effectively and interact with team members and stakeholders.
Proficient with MS Office Suite (Word, Excel, PowerPoint, etc.) for day-to-day tasks and documentation.
Ability to collaborate effectively with a team and independently complete tasks with minimal supervision.
Interest in learning more about the banking industry, small business, or community development to deepen industry knowledge.
Demonstrates ability to learn and use new software and programs.
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 JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Investment Banking Internship - Geneva
Investment Banker Job 49 miles from Machesney Park
Investment Banking Intern
We are seeking a motivated undergraduate, recent graduate, or career changer with a strong passion for investment banking. This internship offers hands-on experience in market analysis, financial modeling, valuation techniques, and deal structuring.
This opportunity is ideal for individuals looking to build a career in finance, whether they are students, recent graduates, or professionals transitioning from other industries. A strong interest in financial markets and investment banking is essential.
Responsibilities:
Conduct market research and develop discounted cash flow (DCF) models.
Prepare in-depth valuations and perform financial analyses.
Calculate key financial metrics and support annual business planning and budgeting.
Construct financial statements in Excel and assist in preparing M&A reports.
Develop underwriting models to assess asset performance and market changes.
Analyze financial and business data to identify trends and insights.
Communicate financial findings, patterns, and discrepancies effectively.
Qualifications:
Open to undergraduates, graduates, and professionals transitioning into finance.
Cross-cultural work experience is a plus.
Proficiency in Excel, PowerPoint, and Word.
Strong analytical and problem-solving skills.
Excellent communication and presentation abilities.
Benefits:
Remote opportunities available.
One-on-one mentorship from experienced professionals.
Early exposure to investment banking processes and advanced financial analysis.
Paid opportunity for the right experience.
Private Client Banker - Higgins and Rte 59 - Hoffman Estates, IL
Investment Banker Job 50 miles from Machesney Park
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Private Client Banker - Chicago NorthWest Suburbs - Lake Zurich,, IL
Investment Banker Job 50 miles from Machesney Park
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Personal Banker
Investment Banker Job 17 miles from Machesney Park
To see specific benefits offered by Foresight Financial Group, Inc. and its subsidiary banks, please visit the following link: Foresight Financial Group, Inc. - Career Centers.
German American State Bank was chartered on January 21, 1907, and prides itself as being one of the oldest community banks in the state of Illinois. German American State Bank is committed to serving its communities of German Valley, Pecatonica, Winnebago, and Belvidere with products and services to help achieve the financial goals of our customers. German American State Bank has grown from a single branch to now operating three full service locations by opening Pecatonica in 1999, Winnebago in 2005, and a loan production office in Belvidere in 2019. In 1986 with a foreword vision of the future of banking, German American State Bank and State Bank of Davis merged to form Foresight Financial Group, a multi-bank holding company. In addition to German American State Bank and State Bank of Davis, the holding company also is made up of State Bank Freeport, Northwest Bank of Rockford, Lena State Bank, and State Bank of Herscher.
Position Summary:
Provides outstanding service to our current customers while gaining new customer business by exceeding all of their service expectations. Maintains long-lasting, meaningful relationships with customers, resolving customer issues, engaging them to understand their financial needs and providing thoughtful solutions. Processes new account transactions of retail deposit accounts and consumer loans and assists customers in their selection of various accounts while cross-selling the Bank's products and services.
Primary Responsibilities:
Processes all types of new account transactions including assisting customers in their selection of various accounts and financial services while cross-selling the various Bank products and services; performs a thorough needs assessment to understand and offer appropriate products and services.
Opens, maintains, and closes all types of accounts while promoting business for the Bank by maintaining good customer relations and referring customers to the appropriate staff when necessary; reviews all loan and deposit documentation with customers to ensure their understanding of products.
Provides and promotes excellent customer service with a friendly demeanor, can-do attitude, and willingness to help at all times.
Responsible for consumer lending by interviewing applicants, gathering appropriate credit application information, explaining loan products including rates, terms, and collateral requirements, obtaining credit reports, submitting information for underwriting, and communicating final credit decision to applicant.
Maintains an in-depth knowledge of retail consumer and small business products/services including all types of deposit accounts, consumer loan products, IRA's, and cash management products.
Performs a variety of bank transactions including checking, savings, and loan transactions to maintain the efficient operation of the bank; generates stop payments and holds, accepts wire transfers, processes check orders and property tax payments, resets debit card PINs, processes debit card limit increases, unlocks online banking, and sells cashier's checks, and license stickers.
Assists customers on setup up and inquiries related to electronic banking including Online Banking and Mobile Banking.
Actively participates in the branch incentive program by promoting and participating in a sales and service culture consistent with the Bank's business plan goals.
Requests retail and branch supplies including cashier's checks, etc.
Expected to act in capacity of Retail Banker and process transactions, when appropriate.
Ensures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations including Bank Secrecy Act and Anti Money Laundering to assist management in monitoring for suspicious activity, money laundering, or other illegal customer activity. Responsible for the collection and verification of identifiable information in accordance with the PATRIOT Act when opening new accounts.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Competencies:
Customer Service: Greets customers promptly and courteously; Provides efficient and accurate customer service; Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance.
Communication: Effective written and oral communication skills. Active listener; providing constructive feedback, coaching others toward performance improvement.
Sales: Analyzes customer needs, makes appropriate recommendations, educates customers and grow business of the bank.
Judgement/Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Initiative: Motivated and driven by achieving or surpassing expectations, proactively identifying efficiencies, learning new products and improving delivery of customer service.
Professionalism: Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Maintains Integrity; Accepts responsibility for own actions.
Technical: Fluency in PC/Windows, Microsoft Internet Explorer, Word and Excel. Advanced knowledge of banking products, services, policies, procedures and regulations. Advanced knowledge and skill using the Jack Henry system.
Physical Demands and Work Environment:
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. The Team Member must be able to legally operate a motor vehicle. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.
Position Performance Standards:
Meets annual loan growth goals.
Meets annual deposit growth goals.
Opens expected volume of designated account types for assigned branch.
Quality and productivity standards for assigned branch met each month.
Performance Weightings:
30% Competencies
70% Position Performance Standards and Personal Goals
Qualifications:
HS Diploma or equivalent preferred. Minimum 2 years experience technical experience in banking, including a thorough knowledge of teller operations and procedures, account opening, and cash handling required. Must have a valid driver's license and the ability to travel regionally, as needed.
Universal Personal Banker, Winnebago (part-time)
Investment Banker Job 12 miles from Machesney Park
Retail Branch Manager
High school graduate or equivalent
Minimum one year retail banking of sales and customer service experience
High school graduate or equivalent
Minimum of one year retail banking sales and customer service experience
One year work experience at First National Bank and Trust preferred
Excellent customer service skills
Strong interpersonal, oral and written communication skills and aptitude
Basic math aptitude and proficiency
Knowledge of bank accounting principles
Ability to learn and utilize new technologies
Knowledge of general banking products and services
PRIMARY ACTIVITIES AND RESPONSIBILITIES:
Successfully complete on-going Personal Banker 1 training
Successfully complete on-going Teller 1 training
Perform teller transactions, open deposit accounts, input consumer loan applications and navigate the loan process
Understand and support Going for Gr-8 and other bank-wide initiatives
Support sales and service strategies that build relationships and promote needs based selling
Adhere to bank policies, procedures and banking regulations
Demonstrate understanding of and comply with established security procedures
Maintain confidentiality of customer information and activities
Promote and achieve accuracy and quality in branch work
Recognize and act on opportunities to achieve assigned sales and service goals
Become proficient with job-related systems and equipment
Participate in the general upkeep and appearance of the Branch
Participate in available training opportunities
Understands and complies with Bank mission, organizational structure, employee handbook, bank security, policies and procedures, standards of conduct and incentive program.
Support Community Reinvestment Act (CRA) through business development efforts and by participating in bank hosted and community events
Performs other duties as needed or assigned.
Personal Banker
Investment Banker Job 47 miles from Machesney Park
Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.
Hours/Schedule*:
Weeks 1&3: Sunday Closed, Monday 8:15am-5pm, Tuesday 8:15am-5:30, Wednesday Off, Thursday 8:15am-5:30pm, Friday 8:15am-5:30am, Saturday 8:15am-12pm
Weeks 2&4: Sunday Closed, Monday 8:15am-5:30pm, Tuesday 8:15am-5:30, Wednesday 8:15am-5:30pm, Thursday 8:15am-5:30pm, Friday 8:15am-5:30am, Saturday Off
38-40 hours/week
*Hours may change at any time based upon business needs
Essential duties and responsibilities:
Represents the Bank to customers in a courteous, professional manner
Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs
Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks
Answers the phone and assists customers as needed
Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
Assists customers with account inquiries
Processes wire transfers
Processes changes of address
Processes stop payments
Unlocks and resets digital banking access
Processes CD deposits and batching
Processes account status changes
Enrolls Good Life Club members
Redeems savings bonds
Assists customer in balancing accounts
Orders customer checks
Creates new CIFs
Purchases and redeems foreign currency
Any and all other duties as assigned
These additional duties may be assigned based upon branch needs:
Safe Deposit Box access
Vault authority
Override authority
Safe Deposit Box rentals
Opening and maintaining IRA and HSA accounts
Notary services
Critical Competencies:
Accuracy
Customer Service Excellence
Relationship Selling
Teamwork
Requirements:
High School Diploma or GED required
1-2 years of related experience in banking required
Vault experience preferred
Personal banking experience preferred
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
Universal Personal Banker, Winnebago (part-time)
Investment Banker Job 12 miles from Machesney Park
Retail Branch Manager
High school graduate or equivalent
Minimum one year retail banking of sales and customer service experience
High school graduate or equivalent
Minimum of one year retail banking sales and customer service experience
One year work experience at First National Bank and Trust preferred
Excellent customer service skills
Strong interpersonal, oral and written communication skills and aptitude
Basic math aptitude and proficiency
Knowledge of bank accounting principles
Ability to learn and utilize new technologies
Knowledge of general banking products and services
PRIMARY ACTIVITIES AND RESPONSIBILITIES:
Successfully complete on-going Personal Banker 1 training
Successfully complete on-going Teller 1 training
Perform teller transactions, open deposit accounts, input consumer loan applications and navigate the loan process
Understand and support Going for Gr-8 and other bank-wide initiatives
Support sales and service strategies that build relationships and promote needs based selling
Adhere to bank policies, procedures and banking regulations
Demonstrate understanding of and comply with established security procedures
Maintain confidentiality of customer information and activities
Promote and achieve accuracy and quality in branch work
Recognize and act on opportunities to achieve assigned sales and service goals
Become proficient with job-related systems and equipment
Participate in the general upkeep and appearance of the Branch
Participate in available training opportunities
Understands and complies with Bank mission, organizational structure, employee handbook, bank security, policies and procedures, standards of conduct and incentive program.
Support Community Reinvestment Act (CRA) through business development efforts and by participating in bank hosted and community events
Performs other duties as needed or assigned.
Financial Services Representative
Investment Banker Job 31 miles from Machesney Park
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Financial Services Representative
Investment Banker Job 31 miles from Machesney Park
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
SPECIALTY BANKER (PART TIME)
Investment Banker Job 6 miles from Machesney Park
The incumbent in this position is responsible for providing superior service to both the internal and external guest. The incumbent is also responsible for performing varied cashier functions in a pleasant, efficient, and honest manner.
Responsibilities
ESSENTIAL FUNCTIONS:
(These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position)
* Responsible for the daily cage deposits.
* Acceptance of hard and soft count drops daily.
* Replenishment of window and change attendant banks.
* Maintain paperwork as specified in the company's internal controls in regards to marker, front money, key control.
* Performs all other related and compatible duties as assigned.
* This position may be assigned to any area within the Cage.
* Functions involving Marker Bank, Fill Bank, Employee Services Bank and Main Bank.
* Appropriately documenting all movement of assets specific to the area assigned.
* Pit related transactions including but not limited to fill requests (fills and credits).
* Acceptance of document transfers and dealers toke process.
* Slot related transactions to include but not limited to manual jackpots, jackpot payouts requiring multiple types of payment, slot markers, slot toke process.
* Deposit preparation to include but not limited to cash, cash equivalents, markers, personal checks.
* Accepting and processing wire transfers and cash equivalents as outlined in the standard operating procedures.
* Servicing employees for retail, food and beverage and slot floats to perform their duties.
* All additional assignments requested by cage supervisor and above.
* Well groomed, in appropriate uniform, and on time for assigned areas.
* Adheres to all Illinois Gaming Regulations.
NON-ESSENTIAL JOB FUNCTIONS
* Attend seminars when needed.
KNOWLEDGE OF:
* Procedures, methods, and equipment including computers and applicable software applications such as word processing, email, spreadsheets, and databases to include excellent working knowledge of Microsoft Word, Excel, Outlook, and Power-Point.
* Basic math skills.
* 10-Key calculator.
* Prior cashier or teller experience strongly preferred
ABILITY TO:
* Be flexible to work varying shifts and time schedules as needed.
* This position spends time on the Casino floor and is subject to varying levels of crowds and noise, and the severity of which depends upon guest volume.
* Communicate effectively with outside contacts and all levels of team members.
* Review, comprehend, analyze, and assimilate reports, information generated on and by the computer and other necessary documentation.
* Obtain and maintain all appropriate licenses / certifications per Federal, State, and Gaming regulations.
* Balance bank at end of shift.
* Identify and accurately cash different denominations of gaming tokens, cash currency, checks, etc.
* Stand 100% of the time in a noisy environment.
* Lift depending on tasks assigned.
Qualifications
EDUCATION AND /OR EXPERIENCE REQUIREMENTS:
(Related education and experience may be interchangeable on a year for year basis)
* High school degree or equivalent preferred.
ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc.):
* Must obtain and maintain all licenses / certifications per Federal, State, and Illinois Gaming Commission.
* Must successfully pass background check.
* Must maintain strict confidentiality relative to financial data and casino policies.
* Must comply to all Illinois Gaming Commission regulations.
* Must comply to Internal controls and Standard Operating Procedures
* Must comply with AML/Title 31 regulations.
* Must comply with all company policies and procedures.
* Must be twenty-one (21) years of age.
Additional Details
Hard Rock Casino Rockford is an equal opportunity employer and does not discriminate because of race, color, religion, sex (including gender identity, sexual orientation, or pregnancy), national origin, age, disability, or genetic information.
Any job posting or information about careers at Hard Rock Casino Rockford is from 815 Entertainment dba Hard Rock Casino Rockford and you will work for 815 Entertainment as your prospective employer. This means your application is submitted to and reviewed solely by this location, who will make any hiring decisions. If hired, 815 Entertainment dba Hard Rock Casino Rockford will be your employer and is alone responsible for any employment related matters.
Age Requirements
21+
Private Client Banker - Chicago NorthWest Suburbs - Lake Zurich,, IL
Investment Banker Job 50 miles from Machesney Park
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Personal Banker I
Investment Banker Job 6 miles from Machesney Park
To see specific benefits offered by Foresight Financial Group, Inc. and its subsidiary banks, please visit the following link: Foresight Financial Group, Inc. - Career Centers.
Northwest Bank opened its first office in Rockford in 1972. Our founders had a vision of providing the Rockford area with community banking services that customers could depend on. Northwest Bank of Rockford is a subsidiary bank of Foresight Financial Group, Inc.
To be a successful Team Member an individual should contribute to and promote the organization's culture by championing the organization's goals and mission to be a high performance community bank. A commitment to the organization's shared values of Respect, Enthusiasm, Caring, Integrity, Teamwork, and Expertise is apparent in everyday actions, communication, and decision making process, and the Team Member actively contributes to creating a positive working environment for all Team Members.
Position Summary:
An experienced banking professional responsible for determining and meeting customer's banking needs, cross-selling bank products, and proactive business development calls. Provide personalized banking services with superior customer service.
Primary Responsibilities:
Evaluates needs of potential customers and offers appropriate financial products and services.
Prepares and compiles new customer application, information, and documents in compliance with Customer Information Privacy standards to open new accounts including checking, savings, money market, Certificates of Deposits, IRAs, loans, credit cards and safe deposit boxes.
Ensures completeness of loan documentation on new account set-up.
Oversees timely closing and funding of loans as well as renewal of maturing loans.
Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business by utilizing the Customer Profile Sheet and Customer Contact Process to ensure proper follow up with new and existing customers.
Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity.
Responds to customer inquiries and requests regarding account.
Completes necessary CIF and account maintenance on Core System.
Coordinates and assists Operations and Credit Administration Team Members in resolving credit problems, delinquent payment issues, overdrafts and other related affairs.
Promotes and cross-sells other bank products and services as appropriate to customer requirements.
Identifies needs outside of the Retail Department and refers customer to appropriate area for assistance.
Generates new business to assist in meeting bank profitability goals.
Ensure supply levels are adequate and assist in ordering.
Admits customers to safe deposit box area.
May complete tasks to open and close branch.
Provides back up coverage for receptionist.
May act in the capacity of a CSR, as needed.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Competencies:
Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Business Acumen/Financial Management: Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
Communicator: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions.
Organizational: Can establish a systematic course of action for self in order to accomplish objectives in an organized manner; determines priorities and allocates resources effectively, within established timeframes.
Technical: Knowledge of Word Processing software, Spreadsheet software, Internet software. Knowledge of Jack Henry, Deposit Pro, or Laser Pro Software a plus.
Position Performance Standards:
Meet annual sales goals.
Accurate processing and documentation of new accounts, processing of customer transactions and maintenance.
Performance Weightings:
30% Competencies
70% Position Performance Standards and Personal Goals
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or general education degree (GED) required. An Associates or Bachelor degree in a related field preferred. One (1) year related experience and/or training; or equivalent combination of education and experience required.
Physical Demands and Work Environment:
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.
Personal Banker
Investment Banker Job 47 miles from Machesney Park
Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.
Hours/Schedule*:
Weeks 1&3: Sunday Closed, Monday 8:15am-5pm, Tuesday 8:15am-5:30, Wednesday Off, Thursday 8:15am-5:30pm, Friday 8:15am-5:30am, Saturday 8:15am-12pm
Weeks 2&4: Sunday Closed, Monday 8:15am-5:30pm, Tuesday 8:15am-5:30, Wednesday 8:15am-5:30pm, Thursday 8:15am-5:30pm, Friday 8:15am-5:30am, Saturday Off
38-40 hours/week
*Hours may change at any time based upon business needs
Essential duties and responsibilities:
Represents the Bank to customers in a courteous, professional manner
Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs
Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks
Answers the phone and assists customers as needed
Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
Assists customers with account inquiries
Processes wire transfers
Processes changes of address
Processes stop payments
Unlocks and resets digital banking access
Processes CD deposits and batching
Processes account status changes
Enrolls Good Life Club members
Redeems savings bonds
Assists customer in balancing accounts
Orders customer checks
Creates new CIFs
Purchases and redeems foreign currency
Any and all other duties as assigned
These additional duties may be assigned based upon branch needs:
Safe Deposit Box access
Vault authority
Override authority
Safe Deposit Box rentals
Opening and maintaining IRA and HSA accounts
Notary services
Critical Competencies:
Accuracy
Customer Service Excellence
Relationship Selling
Teamwork
Requirements:
High School Diploma or GED required
1-2 years of related experience in banking required
Vault experience preferred
Personal banking experience preferred
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
Universal Personal Banker, Monroe (part-time)
Investment Banker Job 35 miles from Machesney Park
Retail Branch Manager
High school graduate or equivalent
Minimum one year retail banking of sales and customer service experience
High school graduate or equivalent
Minimum of one year retail banking sales and customer service experience
One year work experience at First National Bank and Trust preferred
Excellent customer service skills
Strong interpersonal, oral and written communication skills and aptitude
Basic math aptitude and proficiency
Knowledge of bank accounting principles
Ability to learn and utilize new technologies
Knowledge of general banking products and services
PRIMARY ACTIVITIES AND RESPONSIBILITIES:
Successfully complete on-going Personal Banker 1 training
Successfully complete on-going Teller 1 training
Perform teller transactions, open deposit accounts, input consumer loan applications and navigate the loan process
Understand and support Going for Gr-8 and other bank-wide initiatives
Support sales and service strategies that build relationships and promote needs based selling
Adhere to bank policies, procedures and banking regulations
Demonstrate understanding of and comply with established security procedures
Maintain confidentiality of customer information and activities
Promote and achieve accuracy and quality in branch work
Recognize and act on opportunities to achieve assigned sales and service goals
Become proficient with job-related systems and equipment
Participate in the general upkeep and appearance of the Branch
Participate in available training opportunities
Understands and complies with Bank mission, organizational structure, employee handbook, bank security, policies and procedures, standards of conduct and incentive program.
Support Community Reinvestment Act (CRA) through business development efforts and by participating in bank hosted and community events
Performs other duties as needed or assigned.
Personal Banker
Investment Banker Job 51 miles from Machesney Park
Hours/Schedule*:
Weeks 1-3: Sunday Closed, Monday 8:15am-5:30pm, Tuesday 8:15am-5:30pm, Wednesday 8:15am-5:30pm, Thursday Off, Friday 8:15am-5:30pm, Saturday 8:15am-12pm
Week 4: Sunday Closed, Monday-Friday 8:15am-5pm, Saturday Off
38-40 hours/week
*Hours may change at any time based upon business needs
Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.
Essential duties and responsibilities:
Represents the Bank to customers in a courteous, professional manner
Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs
Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks
Answers the phone and assists customers as needed
Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
Assists customers with account inquiries
Processes wire transfers
Processes changes of address
Processes stop payments
Unlocks and resets digital banking access
Processes CD deposits and batching
Processes account status changes
Enrolls Good Life Club members
Redeems savings bonds
Assists customer in balancing accounts
Orders customer checks
Creates new CIFs
Purchases and redeems foreign currency
Any and all other duties as assigned
These additional duties may be assigned based upon branch needs:
Safe Deposit Box access
Vault authority
Override authority
Safe Deposit Box rentals
Opening and maintaining IRA and HSA accounts
Notary services
Critical Competencies:
Accuracy
Customer Service Excellence
Relationship Selling
Teamwork
Requirements:
High School Diploma or GED required
1-2 years of related experience in banking required
Vault experience preferred
Personal banking experience preferred
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
Universal Personal Banker - Walworth (full-time)
Investment Banker Job 26 miles from Machesney Park
Job Description for UNIVERSAL PERSONAL BANKER 1
Retail Branch Manager
High school graduate or equivalent
Minimum one year retail banking of sales and customer service experience
High school graduate or equivalent
Minimum of one year retail banking sales and customer service experience
One year work experience at First National Bank and Trust preferred
Excellent customer service skills
Strong interpersonal, oral and written communication skills and aptitude
Basic math aptitude and proficiency
Knowledge of bank accounting principles
Ability to learn and utilize new technologies
Knowledge of general banking products and services
PRIMARY ACTIVITIES AND RESPONSIBILITIES:
Successfully complete on-going Personal Banker 1 training
Successfully complete on-going Teller 1 training
Perform teller transactions, open deposit accounts, input consumer loan applications and navigate the loan process
Understand and support Going for Gr-8 and other bank-wide initiatives
Support sales and service strategies that build relationships and promote needs based selling
Adhere to bank policies, procedures and banking regulations
Demonstrate understanding of and comply with established security procedures
Maintain confidentiality of customer information and activities
Promote and achieve accuracy and quality in branch work
Recognize and act on opportunities to achieve assigned sales and service goals
Become proficient with job-related systems and equipment
Participate in the general upkeep and appearance of the Branch
Participate in available training opportunities
Understands and complies with Bank mission, organizational structure, employee handbook, bank security, policies and procedures, standards of conduct and incentive program.
Support Community Reinvestment Act (CRA) through business development efforts and by participating in bank hosted and community events
Performs other duties as needed or assigned.