Customer Support Center Representative - (1114)75th - Darien (R-206), NorthAurora (R-206), Oakbrook - 1515 W 22nd Street (F-202), Westmore - Lombard,
Old Second National Bank 3.7
Old Second National Bank job in North Aurora, IL
Who We Are
At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.
With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!
Position Overview
This position is responsible for meeting sales and service goals by handling incoming customer calls, emails, web chats, and/or web cases, and resolving issues relating to new or existing accounts in a high-volume call center environment. The Senior Representative will have a proven track record of meeting and exceeding sales and service goals.
Essential Job Functions - All Levels
Meet and exceed sales and service goals by actively engaging in the referral and product generating process including maintaining and exceeding an industry standard service level, meeting individual sales referral goals and utilizing sales and customer service software.
Handle customer calls, emails, web chats, and/or web cases efficiently and accurately regarding (but not limited to) balance and check inquiry, perform research when necessary, fund verifications, input customer account transfers, process check orders, work with various ATM transactional software, provide Online Banking support, and other misc. requests.
Maintain advanced knowledge of Old Second products and services including both internal and legislated compliance and policy and procedures.
Additional Responsibilities - Senior Level
Maintain flexibility to resolve escalated Support Center issues including handling irate customers and complex operational or service issues.
Maintain availability to assist in the training of new Support Center Representatives.
Minimum Requirements - All levels
High school diploma (or equivalent) and one year or more of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience.
Must work onsite to perform responsibilities of this position.
As a condition of employment, employees are required to acknowledge and agree to, in writing, call monitoring and recording for customer quality and performance standards upon hire.
Minimum Requirements - Senior Level
High school diploma (or equivalent) and two years or more of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience.
Competencies
Excellent phone skills including customer service and sales
Professional oral, written and interpersonal skills
Collaborative and team oriented; works well with others
Strong computer skills
Preferred, but not required
Knowledge of the Jack Henry system a plus
Some college a plus
Previous Customer Service experience
Bilingual a plus
NOTE: This job description is not intended to be all-inclusive. Employee may perform other duties as assigned to meet the ongoing needs of the organization.
Note: Job levels and hiring decisions are based upon both the business needs of the department and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a Senior level but may be hired in at a lower level based upon business needs and staffing dynamics.
Location Details
This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs.
Onsite work may be performed at the following location(s)
75th - Darien , North Aurora, Oakbrook - 1515 W 22nd Street, Westmore - Lombard, IL
Compensation & Benefits
Customer Service Support Center Rep
Base pay: $19.50 - $25.00
Senior Customer Service Support Center Rep
Base Pay: $20.50 - $27.00
Variable Pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales/service performance.
Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Benefits: How We Support You - Old Second
Thanks for considering Old Second!
$19.5-25 hourly 5d ago
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Trust Assistant
Old Second National Bank 3.7
Old Second National Bank job in Oakbrook Terrace, IL
Who We Are
At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.
With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!
Position Overview
The Trust Administrative Assistant position is responsible for providing administrative support to one or more Trust Officers. Essential duties include assisting Trust clients with inquiries and service requests, opening and closing accounts on trust accounting system, preparing checks for trust expenses, preparing documents, forms, and committee reports as directed, maintaining accurate account records.
Essential Job Functions
* Collect information for customer meetings and prepare meeting books/materials.
* Respond to customer inquiries and service requests promptly including properly logging/reimbursing receipts, responding to balance inquiries, monitoring OD reports, and advising clients on options available within established trust guidelines.
* Manage the new account opening process to comply with tax and audit policies and regulations, which includes processing paperwork, opening accounts on the system, notifying all appropriate areas of new business, and setting up digital account folders.
* Process daily deposits and disbursements. Identify and resolve problems and discrepancies arising in account administration including referencing trust documents to determine proper course of action.
* Serve as project leader for tax preparation and compliance including sending proper documentation for each client to tax preparer, follow up on missing information, and sending completed tax documents to clients.
* IRA reporting and documentation process.
* Daily review of cash and transaction reports for liquidity and accuracy.
* Assist on preparation of court accountings as assigned.
* Preparation of asset transfer forms.
* Provide support to guardianship area.
Minimum Requirements
* High school diploma (or equivalent) and two or more years of experience within banking, trust, or financial services; or equivalent combination of education and experience.
Competencies
* Highly attentive and responsive to client service and team members.
* Ability to manage, categorize and reconcile detailed information with efficiency and accuracy.
* Strong administrative and organizational skills.
* Excellent oral, written and interpersonal skills.
* Professional appearance and demeanor.
* Ability to work in a team environment with attention to detail.
* Advanced computer aptitude (i.e., Microsoft Office Suite, Adobe Acrobat).
Preferred, but not required
* Moderate knowledge and understanding of trust administration, IRA concepts, guardianships, court processes, accounting procedures and tax laws as they apply to individuals and fiduciaries.
* Paralegal experience a plus.
Location Details:
This position requires the incumbent to work onsite, Aurora, IL and/or Oak Brook, IL offices, on a daily basis to perform the regular responsibilities of the role. (Must be available to work in the Aurora office at least twice per week.)
Compensation & Benefits
Base pay: $24.35 - $32.00/hour
Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Benefits: How We Support You - Old Second
Thanks for considering Old Second!
$24.4-32 hourly 4d ago
Portfolio Manager SVP - Commercial Banking
Associated Bank 4.6
Illinois job
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.***Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.***Build a career with purpose at Associated Bank. Guided by our values-Listen then Act, Achieve Together, Winning Spirit, and Relentless Focus on People-we empower colleagues to grow, collaborate, and make an impact.We offer:* A culture built on collaboration, growth, and innovation.* Competitive pay, benefits, and well-being programs.* Clear career paths with opportunities to advance.* A workplace where your contributions matter.**Role Summary**As a Portfolio Manager SVP, you'll play a vital role in managing and growing a high-quality portfolio of client relationships. You'll partner closely with Relationship Managers to deliver financial solutions, assess credit risk, and ensure ongoing portfolio health. This is a growth-focused role with direct impact on both client success and the bank's performance.**Key Accountabilities*** Manage a portfolio of commercial or corporate clients to ensure compliance with credit policies and regulatory standards.* Analyze financial statements and loan requests to recommend deal structures and credit decisions.* Partner with Relationship Managers as a client-facing resource to deliver exceptional service and financial guidance.* Support due diligence efforts and prepare opportunity memos for new and existing client relationships.* Monitor loan repayment activity and proactively address delinquencies or risk concerns.* Present loan recommendations during the credit approval process and advise on credit structuring.* Identify opportunities for cross-selling banking services across Treasury, Wealth, Risk, and Capital Markets teams.* Engage in local community and business activities to promote the bank's presence and strengthen client relationships.**Education & Experience****Required:*** Bachelor's degree in Business, Finance, or Accounting (or equivalent experience)* 8+ years in commercial, corporate banking, or credit approval* Access to reliable transportation and the ability to drive**Preferred:*** 4+ years of sales or business development experience**Why You'll Love Working Here**At Associated Bank, you'll be supported by leaders who care, a team that collaborates, and a company that invests in your development. You'll have the opportunity to make a real difference-both in your career and your community. **Apply today to grow your impact with a winning team.****In addition to core traditional benefits, we take pride in offering benefits for every stage of life.*** Retirement savings including both 401(k) and Pension plans.* Paid time off to volunteer in your community.* Opportunities to connect with others through our diversity-focused Colleague Resource Groups.* Competitive salaries with professional development and advancement opportunities.* Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.* Personal banking, loan, investmentand insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on,and.**Compliance Statement**Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice . Know Your Right to Work or .Associated Bank is Pay Transparency compliant.The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.$115,290.00 - $197,640.00 per year At Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together.### Get In TouchIntroduce yourself to our talent acquisition consultants and we'll contact you if there's a role that seems like a good match.
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$115.3k-197.6k yearly 1d ago
Commercial Real Estate Portfolio Manager - VP
Associated Bank 4.6
Illinois job
Commercial Real Estate Portfolio Manager - VP page is loaded## Commercial Real Estate Portfolio Manager - VPremote type: On-Sitelocations: Houston 2050 Sam Houstontime type: Full timeposted on: Posted Yesterdayjob requisition id: JR104036At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.***Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.*****Commercial Real Estate Portfolio Manager** to join our high-performing team, where you'll play a critical role in underwriting, credit monitoring, and portfolio management for a diverse range of Commercial Real Estate relationships.This isn't just about crunching numbers - it's about partnering with clients, spotting opportunities, and ensuring every deal aligns with our high standards of quality, compliance, and client care. You'll work closely with Relationship Managers, Credit, and internal partners to ensure our clients' needs are met while safeguarding the bank's portfolio.**What You'll Do*** Underwrite and analyze new loan originations, renewals, modifications, and annual reviews - delivering clear, comprehensive credit presentations.* Monitor loan performance, financial trends, and property market conditions to ensure accurate risk ratings and portfolio health.* Partner with Relationship Managers as a trusted point of contact for clients, ensuring smooth communication between all stakeholders.* Conduct due diligence for new and existing relationships, minimizing exceptions and keeping portfolios in top shape.* Participate in the loan approval process and present on specific loans when needed.* Contribute to strategic projects and mentor junior portfolio managers.* Represent the bank at community and industry events to strengthen our presence and reputation.**Education** Bachelor's Degree or equivalent combination of education and experience Finance or Accounting. **Required** **Experience** 4+ years of experience in Commercial Real Estate or Credit Approval. **Required** 4+ years of experience with handling complex credit. **Required** 3+ years of experience in sales/business development. **Preferred** Formal Credit Training. **Preferred** **Licenses and Certifications** CFA - Charted Financial Analyst **Preferred**Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required by start date.**In addition to core traditional benefits, we take pride in offering benefits for every stage of life.*** Retirement savings including both 401(k) and Pension plans.* Paid time off to volunteer in your community.* Opportunities to connect with others through our diversity-focused Colleague Resource Groups.* Competitive salaries with professional development and advancement opportunities.* Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.* Personal banking, loan, investmentand insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on,and.**Compliance Statement**Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice . Know Your Right to Work or .Associated Bank is Pay Transparency compliant.The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.$81,620.00 - $139,920.00 per year At Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together.### Get In TouchIntroduce yourself to our talent acquisition consultants and we'll contact you if there's a role that seems like a good match.
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$81.6k-139.9k yearly 3d ago
Banker
Associated Bank-Corp 4.6
Glenview, IL job
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Key Accountabilities
Deliver outstanding customer service by efficiently processing transactions and addressing customer needs.
Identify opportunities to recommend products and services that support customers' financial wellness.
Open new accounts and build lasting relationships through personalized service.
Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support the operational integrity and compliance of the branch, adhering to all policies and regulations.
Participate in the Banker Roadmap program, completing training milestones and certification requirements.
Educate customers on digital banking options and demonstrate tools that enhance their banking experience.
Promote bank offerings and engage prospective customers through community and in-store outreach.
Education & Experience
Required
High school diploma or equivalent combination of education and experience
Up to 2 years of customer-facing sales and/or service experience
Preferred
Experience in banking, financial services, or retail sales
Why You'll Love Working Here
At Associated Bank, we're committed to helping you grow-personally and professionally. You'll receive comprehensive training, hands-on experience, and mentorship to guide your career path. We foster a supportive, team-driven culture where your contributions make a real difference. Apply today to start your journey toward a rewarding career with Associated Bank!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $28.96 per hour
$17-29 hourly 5d ago
Dispute Resolution Supervisor
Old Second National Bank 3.7
Old Second National Bank job in Aurora, IL
Who We Are
At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.
With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!
Position Overview
We're excited to share that we're looking for a Dispute Resolution Supervisor! In this role, you will be at the forefront of overseeing case management, directing conflict investigations, assisting with dispute claims, ensuring our team follows established procedures, and providing guidance on effective dispute resolution strategies. Your leadership will make a real difference!
Essential Job Functions
* Process Reg E disputes by selecting appropriate Return Reason Codes and gathering supporting documentation for resolution.
* Submit disputes through Data Navigator and accurately notate them in Centrix, including batch numbers.
* Maintain organized fraud and non-fraud binders for reference and compliance.
* Review requests in Quick Assist from Jack Henry and provide additional information for non-fraud disputes as needed.
* Update top sheets in Centrix after disputes are closed; attach documentation to corresponding cases.
* Monitor and respond to emails in the OSB Falcon Folder and Dispute Folder promptly and professionally.
* Answer department phone calls with a courteous and helpful approach.
* Prioritize and resolve disputes nearing expiration deadlines.
* Assist with additional departmental tasks and projects as assigned.
Supervisor Responsibilities
* Manage and resolve customer complaints routed through the internal system (Tom-T) with care and attention.
* Oversee Zelle Monthly Reporting and ensure accuracy.
* Complete Card Audit and maintain compliance standards.
* Pull and review Dispute Log for accuracy and completeness.
* Conduct monthly Reg E reviews to ensure adherence to regulations.
* Manage Zelle Disputes with diligence and timely resolution.
* Oversee Dispute interest Return and ensure proper handling.
This role carries direct supervisory responsibilities and is essential in ensuring our team thrives in accordance with company policies and applicable laws. Responsibilities include:
* Planning, assigning, and directing employee work.
* Evaluating performance, rewarding, and coaching employees.
* Addressing complaints and resolving issues effectively.
* Interviewing, hiring, and training new team members.
Requirements
High School diploma (or equivalent) and three or more years of bank operations experience.
Competencies
* Excellent oral, written, and interpersonal skills.
* A collaborative spirit and the ability to work well with others.
* Proficiency in computer systems and applications.
Preferred, but not required
* Previous leadership experience highly desirable.
* Experience with dispute resolution and knowledge of Reg E preferred.
Location Details
This position requires you to work onsite in Aurora, IL, on a daily basis to fulfill the regular responsibilities of the role.
Compensation & Benefits
Base pay: $25.00 - $34.60
Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Benefits: How We Support You - Old Second
Thanks for considering Old Second!
$25-34.6 hourly 2d ago
Onboarding Documentation Specialist
BMO Harris Bank 4.1
Illinois job
Application Deadline:
01/29/2026
Address:
VIRTUAL(R)13 - HomeRes - IL
Job Family Group:
Customer Shared Services
The Onboarding Documentation Specialist is responsible for executing end-to-end documentation processes that support the accurate, compliant, and timely onboarding of commercial, capital markets, and middle market clients. The role safeguards the integrity of all documentation by ensuring adherence to regulatory, legal, and internal standards while managing the full documentation workflow for deposit accounts, treasury services, and onboarding requests. The Specialist works closely with the Client Onboarding Advisor to gather, validate, and prepare all documentation required for account opening and product implementation, enabling a seamless and secure client onboarding experience.
Responsibilities:
Performs end-to-end document management activities to ensure completeness, accuracy, and compliance with regulatory and internal requirements for client onboarding, account opening, and treasury services documentation.
Works in partnership with the Client Onboarding Advisor to gather required documentation from clients, validate legal and regulatory criteria, and ensure readiness for account opening and implementation of products and services.
Manages end-to-end document and onboarding workflows for deposit accounts, client onboarding, and treasury services, ensuring compliance with company policies and regulations
Manages documentation workflows, including verification of signatures, ownership structures, product specific forms, and required authorizations; mitigates risks associated with incomplete or incorrect documentation.
Advises internal teams and clients on documentation requirements, standards, templates, and processes; prepares documentation packages for audits and regulatory reviews.
Collaborate with internal stakeholders to analyze special client needs.
Maintains and updates documentation databases, retention guidelines, and internal controls to safeguard the integrity of critical onboarding documents; drafts report on documentation metrics and operational performance.
Identifies and resolves documentation related issues, escalating risk items as necessary; supports change management initiatives and contributes to process improvements within documentation and onboarding workflows.
Qualifications
3-5 years of relevant experience in documentation management, onboarding, banking operations, or financial services, or an equivalent combination of education and experience.
Bachelor's degree in business administration, Finance, Accounting, or a related field preferred.
Knowledge of documentation standards, regulatory requirements, account structures, and treasury product documentation.
Proficiency with electronic documentation management systems and strong understanding of compliance and risk assessment practices.
Demonstrated attention to detail, analytical and problem-solving skills, and ability to work independently while managing multiple documentation streams.
Strong collaboration and communication skills with the ability to partner effectively with Client Onboarding Advisors, internal stakeholders, and external clients.
Proficiency with Microsoft Office 365 and ability to learn internal systems and data management tools.
Ability to learn moderate to complex treasury products and train clients during onboarding.
In-depth verbal and written communication skills, collaboration & team skills, analytical & problem-solving skills, influence skills, and data-driven decision making.
Salary:
$41,714.00 - $77,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-77.5k yearly Auto-Apply 5d ago
Portfolio Relationship Manager - Data Centers
Associated Bank-Corp 4.6
Chicago, IL job
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
* Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
* Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
* Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
* Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
* Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
* Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
* 4+years of experience in credit underwriting, financial analysis, and portfolio management.
* 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
* 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
* 2+ years of proven ability to manage client relationships and negotiate deal terms.
* 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
* 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
* Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
* High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
* Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
* Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
* Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$63k-87k yearly est. 5d ago
Treasury & Payment Solutions - Treasury Advisor
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
01/29/2026
Address:
320 S Canal Street
Job Family Group:
Commercial Sales & Service
Treasury Advisor - Treasury & Payment Solutions Specialty Groups
About the Team
The Treasury and Payment Solutions (TPS) Sales organization within BMO's U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products to clients across diverse industries. The Specialty Groups Sales team focuses on tailored solutions for key verticals such as Commercial Real Estate, Food, Consumer & Agriculture, and Sponsor Finance & Funds.
Role Overview
As a Treasury Advisor, you will partner with senior sales professionals (Treasury Consultants) to deliver treasury solutions to US Commercial Bank TPS clients and prospects. This role combines client engagement, solution design, and collaboration with internal teams to drive growth and enhance client experience.
Key Responsibilities:
Support development and presentation of treasury solutions for TPS clients.
Assist with sales activities, including proposals, pricing, and pipeline management.
Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services
Collaborate with Service and Onboarding teams to ensure a smooth client implementation experience and service resolution.
Maintain accurate records and reporting to track performance and client activity on Salesforce alongside the aligned Treasury Consultant.
Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies.
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
Qualifications:
Bachelor's degree required.
4-6 years of experience in banking, fintech, or corporate treasury.
Strong analytical and data interpretation skills; proficiency with Excel and reporting tools.
Advance level of knowledge of treasury products (e.g., liquidity management, payment solutions).
Excellent communication and organizational skills; ability to manage multiple priorities.
Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes.
Responsibility:
Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives.
Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues.
Coordinates client implementation activities, ensuring implementation activities are aligned with timelines and outcomes.
Guides treasury management solutions, helping clients optimize cash flow and enhance liquidity management.
Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies.
Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Analyzes client and industry data to inform customized client solution strategies that include optimizing management of working capital.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Builds advocacy and adoption of the suite of industry-leading NA TPS digital products & solutions.
Supports implementation activities, including documentation, pricing, and project timelines, ensuring timely delivery and continuous process improvements.
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
4 - 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience is considered.
Technical proficiency gained through education and/or business experience.
Advanced level of proficiency:
Treasury Management
Cash Management
Payment Technologies
Financial Analysis
Risk Assessment
Quality Assurance Auditing
Regulatory Compliance
Data Analysis Reporting
Problem Solving
Time Management
Detail-Oriented
Salary:
$57,500.00 - $106,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly Auto-Apply 11d ago
Senior Commercial Underwriter (Officer/AVP)
Old Second National Bank 3.7
Old Second National Bank job in Downers Grove, IL
Job Description
Who We Are
At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.
With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!
Position Overview
This Senior Commercial Underwriter is responsible for analyzing customer financial information and underwriting commercial loans. This individual is responsible for spreading customer financial data, assigning risk ratings, participating in preparation of exception reports, and complying with company and regulatory lending guidelines.
The Senior Commercial Underwriter is responsible for performing at the highest levels of productivity, for independently and efficiently spreading the most complex and involved credits, and for resolving problems independently.
Essential Job Functions
Spreads and analyzes customer financial information in collaboration with commercial lenders. Is able to work independently to complete nearly all assignments.
Efficiently and accurately analyzes and assigns loan ratings to credits in bank portfolio.
Prepares and reviews spreadsheets for monthly exception reports.
Serves as department resource regarding bank policies and external regulatory requirements as they pertain to lending.
Proactively partners with Commercial Lenders to go on joint customer calls in order to develop credit and sales skills and/or serves in a leadership role to help develop and educate less experienced analysts.
Partner with Commercial Lenders to discuss and review complex credits, and make financial and covenant recommendations as appropriate.
Collaborates with lenders as necessary on preparation of customer loan presentations.
Contributes as requested in on-site inspection of collateral.
Participate in special projects if required.
Required Qualifications:
Bachelor's degree in Accounting, Finance, Business or related area of study and three or more years of related experience (commercial banking, finance, credit, etc.); or equivalent combination of education and experience.
Competencies
Strong understanding of balance sheet, leverage, risk ratios
Proficient in Microsoft Office (Word/Excel/Outlook)
General banking (credit/debit) knowledge
Excellent communication skills (verbal/written)
Demonstrated analytical and problem solving skills
Time management and ability to work within a fast paced environment
Preferred, but not required:
Five years of more of related experience in credit/commercial banking strongly preferred.
Completion of formal bank credit training program strongly preferred.
Experience working within a change management environment.
Location Details
This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs. Onsite location options include: Aurora, Downers Grove or Chicago, IL.
Compensation & Benefits
Officer Level
Base pay: $62,000 - $75,000
AVP Level:
Base Pay: $69,000 - $85,000
Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Benefits: How We Support You - Old Second
Thanks for considering Old Second!
$69k-85k yearly 9d ago
Wealth Advisory Associate
First American Bank 4.1
Elk Grove Village, IL job
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This position will manage, service, and grow relationships within an existing portfolio of wealth management clients. Additionally, this position will partner with Advisors within the Wealth Management Group with complex transactions, servicing, and support responsibilities related to business development activities and the management of client accounts.
DUTIES & RESPONSIBILITIES:
Act as primary advisor and key consultant to a portfolio of clients using an advisory approach.
Partner with Senior Advisors to analyze investment opportunities and client needs and recommend appropriate strategies.
Independently researches and analyzes third party reports and data to assess, determine, and identify various market conditions, tax-reduction strategies, estate planning, asset allocation, etc.
Prepares detailed presentations and meeting materials for existing and prospective clients.
Independently assesses the client's financial situation and provides individualized recommendations, including financial projections, asset allocations, and regulatory/tax risks.
Provides guidance to Bank's Wealth Management Advisors and Support teams to identify issues and recommend alternatives for ongoing processes.
Work with Bank partners to assure timely resolution of service or account related issues.
Responsible for the client experience including negotiating, problem resolution, and setting expectations to meet both client needs and bank objectives as it relates to deposits, transfers, distributions, reporting, and address changes on Wealth Management and Bank systems.
Responsible for reviewing and approving documentation provided to First American Bank as authorization to act on client transaction requests.
Must exercise judgement with respect to required documentation for specific transactions and evaluate First American Bank's ability to act upon a request, including opening/closing client accounts and the asset transfer process to and from other organizations.
Exhibit and apply strong risk management and compliance with all policies and procedures including pro-active notification to Advisors and senior management.
Maintain documentation of all client interaction in CRM and all electronic imaged files in the bank's document management system.
Conduct and complete additional assignments/projects as designated by management.
QUALIFICATIONS:
Bachelor's degree required.
Pursuing advanced degree or professional designation (CFP, CFA) a plus.
Minimum of three years of experience within wealth management, financial planning, financial services, or related field required.
Preferably within a fiduciary environment.
Must have strong organizational and time management skills and a commitment to accuracy.
Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
Proficiency with Microsoft 365 products, CRM, and wealth management and bank accounting systems, including the ability to effectively prepare or review documents, procedures, and reports.
Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
Occasional travel to various locations throughout the Chicago metro area required.
Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.
Punctuality is required to maintain First American Bank's customer service standards.
Who We Are
At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.
With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!
Position Overview
The Loan Operations Reconciliation Analyst works as part of the Loan Operations Reconciliation team to provide accounting control and operational support for a variety of functions, across multiple loan types utilizing the core system used for boarding loans.
Essential Job Functions
Analyze, research, and correct reconciling differences between the loan systems, the General Ledger and various sources requiring knowledge and experience regarding any system interfaces involved.
Participate in the support of general ledger and loan systems projects, including conversions, testing, enhancement implementations, etc.
Identify and address outages and reconciliation issues impacting internal business partners including Residential, Retail and Commercial loan processing staff within required SLAs
Generate and distribute various daily, weekly or monthly recon reports
Provide direction to Loan Operations staff on transaction processing or adjustments to correct errors, outages, etc.
Develop and maintain written operational procedures for all tasks performed and cross train to provide effective support to all team members
Additional Responsibilities at Senior Level:
Perform monthly review of OSNB Assignee accounts. Monitor and maintain integrity of account set ups to ensure proper reporting and controls are in place.
Identify needs for process improvements where recurring issues persist. Research and be direct line of communication with other areas to resolve.
Provide Training on enhanced processes within the department
Minimum Requirements
Two or more years of college and three or more years of relevant work experience to include financial services operations, finance, and/or accounting; or equivalent combination of education and experience.
Bachelor's degree in Finance, Accounting or Business strongly preferred.
Competencies
Knowledge of Institutional Client Loan Operations
Knowledge of reconciliations, accounting and controls
Working experience with data and excel and intermediate to advanced level
Exceptional verbal and written communication skills
In depth problem solving, analytical and judgment skills
Proficient in MS Word, Excel and Access
Ability to work well independently and as part of a team.
Experience identifying problems and use independent judgement to solve, recommend solution and/or notify and escalate as appropriate.
Preferred, but not required
Bachelor's degree in Finance, Accounting or Business.
Two or more years of experience in loan accounting and reconciliation functions.
Knowledge and use of Commercial loan systems and applications including BlackLine, Jack Henry and Stucky systems.
Location Details
This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs.
Work will be fully onsite for the first 30-60 days, during training, primarily at the Oakbrook location, with some time spent at the Aurora location. After training is completed, the primary onsite location will be Aurora, IL with some work at the Oakbrook location, as needed. The hybrid schedule may commence after training is completed.
Important Note: Job levels and hiring decisions are based upon both the business needs and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a senior level role but may be hired in at a lower level based upon business needs and staffing dynamics.
Compensation & Benefits
Base pay: $24.85 - $32.00
Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Benefits: How We Support You - Old Second
Thanks for considering Old Second!
$24.9-32 hourly Auto-Apply 7d ago
Data Analyst, Summer 2026 (Co-op/Internship) - 10 Weeks
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
01/24/2026
Address:
320 S Canal Street
Job Family Group:
Data Analytics & Reporting
Strong knowledge of Python, SQL, Power BI
Advanced Excel knowledge
AI, Machine Learning knowledge is an asset
Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools.
Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques.
Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability.
Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them.
Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers.
Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Foundational level of proficiency:
Technical design optimization.
Decision Making.
Systems Thinking.
Data visualization.
Data storytelling.
Data mining.
Illustration.
Creative thinking.
Problem Solving.
Insights design.
Insights development and reporting.
Verbal & written communication skills.
Collaboration & team skills.
Analytical and problem solving skills.
Typically between 1-2 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Specialized knowledge from education and/or business experience.
Salary:
$45,000.00 - $83,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$45k-83k yearly Auto-Apply 8d ago
Teller - Aurora, IL (Eola Rd Branch)
Old Second Bank 3.7
Old Second Bank job in Aurora, IL
Who We Are
At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.
With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!
Joining Old Second in a Bank Teller role provides an excellent opportunity to learn banking principles, products & services, risk management, and more. Move your career forward at O2.
Position Overview
The Teller role is responsible for front line customer service, processing customer banking transactions, balancing a cash drawer, and providing qualified referrals to Retail Banking.
Essential Job Functions
Provides quality, personalized customer service (greeting/closing, uses customer name, telephone etiquette, error resolutions, and written communications). Meets or exceeds established customer service expectations including manager observations.
Processes checking and savings deposits/withdrawals by adhering to policies and procedures including ensuring proper endorsements, negotiability of item, validity of identification, and availability of funds.
Processes various types of payments and orders according to policy and procedure including loan payments, real estate tax payments, money orders, and cashier's checks.
Counts, proves, and packages currency according to policy and procedure. Balances cash drawer and researches all teller differences within the specified timeframe.
Effectively uses technology in order to accurately complete customer transactions.
Participates actively in the branches efforts to reach assigned sales referral goals through meeting assigned individual goals.
Participates in required in-house training sessions relating to sales, customer services, policies and procedures, compliance, product knowledge and Bank systems.
Maintains flexibility to float to other branches and/or work dynamic schedules needed. Availability to work during branch hours: Monday-Friday, 8am-6pm and Saturday, 8am-12pm.
Minimum Requirements:
High School Diploma or equivalent; and
Six months of related experience (cash handling, customer service, office, etc.)
Must work onsite to perform responsibilities of this position.
Competencies:
Excellent customer service skills
Professional communication skills
Cash handling
Accurate with focus on attention to details
Preferred, but not required:
In-depth customer service, cash handling, and sales experience strongly preferred.
Experience resolving customer service issues and providing exceptional customer service.
Prior experience balancing a cash drawer.
Prior experience in banking.
Compensation & Benefits
Base pay: $16.50 - $20.00/hour. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales referral activities.
Benefits: How We Support You - Old Second
Thanks for considering Old Second!
$16.5-20 hourly Auto-Apply 17d ago
Credit Risk Strategy Analyst III
BMO Harris Bank 4.1
Illinois job
Application Deadline:
01/26/2026
Address:
VIRTUAL05 - HomeRes - CA
Job Family Group:
Data Analytics & Reporting
As part of the Credit Strategy & Analytics team within the U.S. Indirect Lending line of business, this role will undertake data driven analysis to evaluate and monitor the credit performance of the Indirect Lending portfolios, support Dealer Management reporting and analysis, assess credit strategies, and help ensure that the portfolio performs within Risk Appetite.
Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools.
Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques.
Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability.
Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them.
Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers.
Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Foundational level of proficiency:
Technical design optimization.
Decision Making.
Systems Thinking.
Intermediate level of proficiency:
Data visualization.
Data storytelling.
Data mining.
Illustration.
Creative thinking.
Problem Solving.
Verbal & written communication skills.
Collaboration & team skills.
Analytical and problem solving skills.
Data driven decision making.
Advanced level of proficiency:
Insights design.
Insights development and reporting.
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Salary:
$74,000.00 - $138,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$74k-138k yearly Auto-Apply 14d ago
Head, Digital Finance
BMO Harris Bank 4.1
Chicago, IL job
Application Deadline:
02/07/2026
Address:
320 S Canal Street
Job Family Group:
Customer Solutions
The Head Digital Finance will set and execute BMO's digital finance strategy, driving innovation and market leadership in digital assets, stablecoins, and tokenized deposits.
Reporting directly to the SVP and Head, North American Treasury & Payment Solutions, the Head Digital Finance will have direct accountability for enterprise-wide digital finance strategy and execution. More specifically, setting BMO's strategy on digital finance, steering resources and investments across the bank, and supporting the Operating Groups and individual Lines of Business (LOBs) in developing new regulated, revenue-generation solutions that enhance BMO's market competitiveness. The Head Digital Finance will drive coordinated execution of the digital finance strategy and plan across the Lines of Businesses (LOBs), and with Technology & Operations and supporting corporate functions.
Working in partnership with senior leadership, Digital Finance SMEs in each Group, and the Office of Strategic Management (OSM), the role has the opportunity to shape BMO's market reputation and deliver on BMO's digital finance ambition as it relates to the use of Stablecoins, Tokenized deposits, Digital Assets custody, Digital Assets market-making and hedging, and other digital finance solutions across the enterprise. The role will oversee an enterprise-wide digital finance strategy aligned with BMO's overall strategic ambition. The role will be accountable to build and lead a high-performing agile team to establish BMO as a recognized leader in digital finance among its North American peers, lead the development of partnerships with emerging technology vendors and potential industry consortiums. The Head Digital Finance oversees, coordinates, and supports the execution of LOB Digital Finance initiatives and Proof of Concepts (PoCs) ensuring alignment to enterprise strategy. This includes the identification, assessment, and delivery of client and economic value, enterprise governance and controls, and coordination of execution to ensure alignment across the operating groups and supporting corporate functions.
The Head Digital Finance acts as BMO's digital finance accountable executive, the voice to the market and with regulators. The role represents all BMO Digital Finance initiatives with visibility at the most senior levels of the Bank and represents BMO externally at conferences and industry forums. The role oversees the development of enterprise Digital Finance online/virtual collateral, including LOB-specific front-line and client learning and marketing materials working together with the LOBs product and learning teams, People & Culture, Marketing, Communications & Social Impact. The role ensures the effective enterprise management of financial and non-financial risks, including reputational, cyber, data and AI, with respect to the use of Stablecoin, Tokenized deposits, Digital Asset Custody, Digital Assets market-making and hedging, and other digital finance solutions across the enterprise. The Head Digital Finance manages the enterprise Digital Finance Technology Investment Plan (TIP). Working with the OSM, T&O and the LOB leadership teams, the role is accountable for the 5-year strategic plan and associated investments / partnerships, development of any IAAP recommendations and facilitates EC / Board approval process.
Accountabilities:
Seeks out and manages partnerships (e.g., emerging technologies, vendors, industry consortiums) to advance BMO's strategy & goals
Represents BMO holistically in engaging with potential partners; coordinates changes/evolution to partnerships with each business
Governs Digital Finance activities - tracks all active and proposed initiatives (e.g., key milestones & issues) for broad set of audiences
Tracks and communicates any updates from Research and LRC teams on regulatory developments and industry highlights Lead, Digital Assets, Legal Risk & Compliance (LRC)
Follows industry and key competitive developments; advises on focus areas for BMO. Publishes thought papers alongside Head
Supports PoC business cases, including IAAPs and TIP requests
Expert advisor on evolving regulations to mitigate potential risks and issues; reviews BMO activities to ensure adherence with guidelines
Steer BMO's overall strategy and investments in Digital Finance, and support Operating Groups in developing new regulated, revenue-generating solutions - E.g., Digital/tokenized assets, cross-border payments, foreign exchange settlement, digital assets custody, market-making & hedging, smart contracts
Understand emerging Digital Finance technology and its potential implications and opportunities in serving BMO clients
Research, investigate, select, and develop Digital Finance initiatives - steering vendor selection, strategic partnerships, industry consortium participation - in a coordinated, enterprise approach
Stay informed on changes to the regulatory landscape and on competitive developments related to Digital Finance
Serve as market-facing team to communicate and educate the potential benefits and drawbacks of emerging products and services
Serve as BMO-wide representative on Digital Finance topics to the Board, EC, investor community, and regulators
Qualifications:
Minimum 10+ years of experience in finance, fintech, or digital asset management, with at least 5 years at the leadership level.
Proven track record of leading cross-functional teams through complex product launches in a highly regulated environment
Expertise in digital/tokenized assets (e.g., stablecoins, tokenized deposits, digital asset custody, smart contracts) or emerging business concepts and business models
Strong strategic and regulatory leadership: experience guiding cross-functional teams through digital asset product development and regulatory compliance.
Demonstrated partnering skills: track record of building and managing vendor, consortium, and industry collaborations.
Deep understanding of financial infrastructure, system architecture, and risk controls relevant to digital assets and crypto.
Excellent business case development: ability to assess ROI, author investment
Please note the base salary for this role with be approximately USD $200,000.00
** this role is also posted accordingly on our Canadian site for interested parties to apply -
#DigitalFinance
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$200k yearly Auto-Apply 12d ago
VP, CRE Portfolio Strategy & Underwriting
Associated Bank 4.6
Illinois job
A leading financial institution in Illinois is seeking a Commercial Real Estate Portfolio Manager - VP to manage underwriting and client relationships. The ideal candidate has over 4 years of experience in commercial real estate and credit analysis. Responsibilities include analyzing loan performance and partnering with clients. This role offers a competitive salary, benefits, and professional development opportunities.
#J-18808-Ljbffr
$101k-140k yearly est. 3d ago
Technical Product Consultant
BMO Harris Bank 4.1
Illinois job
Application Deadline:
01/29/2026
Address:
VIRTUAL(R)13 - HomeRes - IL
Job Family Group:
Commercial Sales & Service
Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
Leads and executes business development plans so that business goals are achieved or exceeded.
Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms.
Support technical implementation, including system configuration, testing, and integrations.
Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance).
Provide troubleshooting and post-implementation support.
Collaborate with Product, Tech, and Operations teams.
Participates on client calls as required.
Addresses customer services issues according to established guidelines, escalating as required.
Develops solutions for customer issues, engaging multiple stakeholders as required.
Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients.
Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk.
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments.
Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
Designs comprehensive training programs to enhance team capabilities and align with strategic objectives.
Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments.
Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
Responds to and facilitates the resolution of client service requests.
Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
5+ years in Trade Finance or Supply Chain Solutions Products.
Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Advanced level of proficiency:
Product Knowledge
Regulatory Compliance
Data Analysis Reporting
Document Management
Microsoft Office
Project Management
Problem-Solving
Detail-Oriented
People Management
Stakeholder Management
Strategic Thinking
Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$88.8k-165.6k yearly Auto-Apply 7d ago
Loan Servicing Specialist
Old Second Bank 3.7
Old Second Bank job in Oakbrook Terrace, IL
Who We Are
At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.
With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!
Position Overview
The Loan Servicing Specialist position is responsible for consumer loan maintenance, payment processing, disbursements, payoff processing tax and insurance processing, and all other loan servicing duties as assigned.
Essential Job Functions
Provide customer service and act as an informational resource for all external loan customers, on the telephone or via e-mail.
Provide daily internal operational support for all loan related questions.
Prepare consumer loan payoff letters.
Book new consumer loans into core loan system.
Process loan payments and or advances for existing loans.
Process all file maintenance related to consumer loan servicing.
Monitor expiring consumer loan insurance.
Prepare collateral release of liens and/or title releases for paid loans.
Monitor/track collateral and insurance documents.
Ensure operational integrity through compliance with all policies, procedures and regulations.
Other duties as it relates to the servicing of loans and special projects as designated by manager.
Minimum Requirements
High school diploma and two or more years of consumer loan operations, or related area; or equivalent combination of education and experience.
Competencies
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Proficient in Microsoft Outlook, Word, Excel.
Strong organizational and critical thinking skills.
Strong verbal, written and communications skills.
Ability to multi-task and prioritize workload.
Preferred, but not required
Bachelor's degree a plus
Jack Henry experience a plus
Location Details
This position requires the incumbent to work onsite on a daily basis to perform the regular responsibilities of the role.
Compensation & Benefits
Base pay: $20.50 - $26.50
Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Benefits: How We Support You - Old Second
Thanks for considering Old Second!
Application Deadline:
01/24/2026
Address:
320 S Canal Street
Job Family Group:
Finance & Accounting
The ideal candidate will have advanced Excel knowledge.
Python, SQL, Power BI knowledge is an asset.
Assist with creating efficiencies & enhancing current processes. Automation of financial reports.
Previous experience with a focus on Financial Governance, Audit, and Accounting.
Develops or maintains an effective financial governance and controls framework that defines the ways and methods governance is implemented, managed, and monitored in the business/group. The governance framework includes policies, guidelines and provides programs, practices and measures to promote transparency, accuracy, consistency across groups. Applies specialized knowledge of Accounting & Financial management risk, regulatory compliance and internal controls related to financial processes and information.
Develops governance and control related solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of the governance framework, including effective challenge.
Coordinates and participates in the execution of oversight/governance activities including: reporting, assessment of education & training needs, development/delivery of training, development and execution of regulatory administration processes & procedures, management of review/updates to policies, etc.
Assists with the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences.
Supports policy/standard/operating procedures lifecycle management, education and training assessment, development & delivery, coordination of attestation programs, reporting, etc.
Assists with the interpretation of new or changing regulations and assessing impacts to the governance frameworks and program requirements.
Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.
Supports the group/program leader in communicating advice across the Bank on regulatory environment changes to ensure changes are understood.
Supports the management of governance meetings (e.g. committee, management, board meetings, etc.) as required; facilitates development and approval of agendas, gathering and distribution of documentation related to agendas, and creation of meeting minutes/output.
Builds effective relationships with internal/external stakeholders.
Acts as liaison between stakeholders in order to align agendas and ensure a clear understanding of the business context.
Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.
Leads or participates in change management activities of varying scope and type.
Breaks down strategic problems, and analyses data and information to provide governance insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Assists in the identification, classification and addressing of issues.
Assists with the coordination and management of the review and sign-off of relevant regulatory reporting.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1-2 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Salary:
$45,000.00 - $83,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Zippia gives an in-depth look into the details of Old Second Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Old Second Bank. The employee data is based on information from people who have self-reported their past or current employments at Old Second Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Old Second Bank. The data presented on this page does not represent the view of Old Second Bank and its employees or that of Zippia.
Old Second Bank may also be known as or be related to OLD SECOND BANCORP INC, Old Second Bancorp Inc, Old Second Bancorp, Inc., Old Second Bank and Old Second National Bank.