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Universal Banker jobs at Old Second Bank

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  • Universal Banker I, II, III - Darien, IL (Cass Ave Branch)

    Old Second National Bank 3.7company rating

    Universal banker job at Old Second Bank

    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 The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed. Essential Job Function - all levels Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns. Follows up with customers by phone or email. Accurately opens, closes, and maintains customer accounts according to established policies and procedures. Understands material covered in Personal Banker training manuals. Utilizes strong knowledge of Old Second products and services to advise new and existing customers of Old Second's comprehensive portfolio of banking options. Begins to learn and apply knowledge to more complicated retail products including IRAs and loans. Maintains a high level of customer service to assist the branch in obtaining the highest customer service ratings, including internal survey results. Utilizes cross training as a Teller to fill in as needed behind the Teller line to handle basic transactions including cashing checks, processing deposits and withdrawals, and adhering to processes and procedures including balancing drawer. Maintain working knowledge of all internal and legislated compliance and regulations including satisfactory completion of all annual training. Responsible for Operational Accuracy and Compliance (ex. Records, TD Ops, BSA/Fraud/CTR's, BAI, Signature Cards, CIP, Beneficial Ownership). Maintains flexibility in work schedule including opening/closing branch as needed. Demonstrates willingness to fill in at other OSB locations as needed. Additional Responsibilities/Focus of Senior Universal Banker (Level 2): Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities. Leads branch by example through exceptional customer service. Additional Responsibilities/Focus of Universal Relationship Banker (Level 3): Manages a book of Retail Banking clients by maintaining regular contact, advising on Personal Banking matters, and serving as a liaison to other business lines for their client base. Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities. Proactively connects with prospects and clients in the pursuit of new and cross sales opportunities. Utilizes each client communication to deepen customer relationships and loyalty to bank. Refers other lines of business, such as Wealth Management, Mortgage and Commercial. Has deep understanding and applied knowledge of more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate. Minimum Requirements: Universal Banker (Level 1): High school diploma (or equivalent) and one year of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience. Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements. Must work onsite to perform responsibilities of this position. Senior Universal Banker (Level 2): High school diploma (or equivalent) and two years of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience. Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements. Must work onsite to perform responsibilities of this position. Universal Relationship Banker (Level 3): High school diploma (or equivalent) and three or more years of related experience which includes some banking and/or sales, client relationship management, consultancy experience, or cash handling, or equivalent combination of education and experience. Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements. Must successfully complete Universal (Relationship) Banker Cross Training Development Plan curriculum (or equivalent experience). Must work onsite to perform responsibilities of this position. Competencies - All levels Demonstration of excellent customer service and professional communication. Dedication to product promotion, sales referrals, and cross selling products/services. Math and computer proficiency. Technical aptitude toward learning and utilizing bank software applications. Basic understanding of banking, check processing, credits and debits. Focus and organization during periods of high volume or interruption. Reliable: dedication & commitment to work; follow-through on all tasks. Knowledge and compliance with bank rules and regulations. Preferred, but not required Associate or Bachelor's degree preferred. Note: Job levels and hiring decisions are based upon both the business needs at the Retail Bank location and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a level 2 or 3 Universal Banker role but may be hired in at a lower level based upon branch business needs and staffing dynamics. Compensation & Benefits Universal Banker - Level 1 Base pay: $17.50 - $22.50/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 performance. Senior Universal Banker - Level 2 Base pay: $20.10 - $26.00/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 performance. Universal Relationship Banker - Level 3 Base pay: $22.00 - $28.00/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 performance. Benefits: How We Support You - Old Second Thanks for considering Old Second!
    $17.5-22.5 hourly 9d ago
  • Part-time Universal Banker I- Lemont

    Peoples Bank 4.5company rating

    Lemont, IL jobs

    Job Description This is a great opportunity for a part-time Universal Banker I. Provide prompt, efficient and friendly service to ensure an excellent customer experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills. DUTIES AND RESPONSIBILITIES Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity Always maintains integrity, including keeping all Bank business and information confidential Regularly engages customers to understand needs and make appropriate product and service recommendations Easily assists customers with routine questions and account maintenance requests Will make progress to become proficient in the following: Process vault transactions - including balancing and all other required daily transactions Open and close banking center (including all end of day processing) All required operational activities of the teller line Has knowledge of the Bank's security system and assists in testing alarms Assists in completing all required reports Experience, knowledge and proven sound decision-making lead to higher limits and authority QUALIFICATIONS High school diploma or its equivalent Six months of customer service/cash handling experience required Experience with Microsoft Office Suite required Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines ABOUT US For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey. Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents. At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn. For more information on benefits visit the Careers page of our company website at *********************************************** Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Equal Housing Lender/ Member FDIC Job Posted by ApplicantPro
    $26k-31k yearly est. 19d ago
  • Universal Banker - Full Time

    Trustbank 3.6company rating

    Olney, IL jobs

    Description: JOB TITLE: UNIVERSAL BANKER DEPARTMENT: PARKSIDE REPORTS TO: PARKSIDE BRANCH MANAGER FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME Perform a full range of banking services to individual customers and commercial clients as well as providing support to staff. The position is responsible for greeting customers and directing them to the appropriate department or person. Other duties include proving New Accounts and Teller services and cross-selling bank products and services and supporting the other branch needs as needed. Communicate effectively with current and prospective customers. Project a professional image for TrustBank by providing exceptional customer service at all times. DUTIES AND RESPONSIBILITIES 1. Open and close bank when needed. 2. Remain flexible to scheduling needs during all Parkside business hours. (Monday - Friday) any shift, 7:45 AM- 6:15 PM, Saturday 7:45 AM - Noon). 3. Ensure that customers receive prompt and courteous service. 4. Balance drawer cash and vault cash. 5. Balance and stock ATM. 6. Run teller transactions accurately and efficiently. 7. Process night drop deposits. 8. Approve checks within limits. 9. Assist customers in resolving account related problems. 10. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs. 11. Assist customers by opening new accounts. 12. Give out appropriate loan applications. 13. Cross-sell products to customers. 14. Issue and redeem certificates of deposit. 15. Stay within compliance guidelines when opening and closing all accounts. 16. Order ATM/Debit cards and update information, activate, etc. 17. Process check orders/re-orders for customers with products for personal and business purposes. 18. Order and stock adequate supplies. 19. Attend bank meetings and educational seminars as required. 20. Maintain over and short reports and transaction reports. 21. Ship and order currency and coin from Fed. 22. Scan and balance transaction in the proof program. 23. Promote TrustBank's Values and Service Standards. 24. Perform other duties as assigned. WORKING CONDITIONS The position is a Full-time position, working 40 hours per week. Hours may vary depending on the needs of the bank. Availability on Saturdays is required with one Saturday off a month. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $16 - $20/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. ************************************************** DISCLOSURES Trust Bank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated May 13, 2025 Requirements: EDUCATION and/or EXPERIENCE Must have high school education and be able to master on-the-job training requirements. Prior retail banking experience is desired but not necessary. REQUIRED SKILLS AND ABILITIES Experience in sales, relationship management, and cross selling skills are a plus. Must be proactive thinking, be able to learn compliance, product knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. TECHNICAL SKILLS Ability to use computer for data entry, word processing, Microsoft Office, and may be assigned spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.
    $16-20 hourly 29d ago
  • Universal Banker II - Commercial Ave

    Peoples Bank 4.5company rating

    Chicago, IL jobs

    Job Description This is an exciting opportunity for a Universal Banker II. Provide prompt, efficient and friendly service to ensure an excellent customer experience to all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills. Duties and Responsibilities Performs all UB I duties at a proficient level including, but not limited to the following items: Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity Always maintain integrity, including keeping all Bank business and information confidential Opens new accounts for customers accurately and efficiently Handles more complex customer inquiries and requests Demonstrates strong sales skills. Routinely seeks to refer additional products when appropriate and documents referrals in Salesforce (includes referrals to other lines of business) Moves seamlessly through the banking center acting in a variety of roles as necessary Adapts easily to meet all needs Participates in Bank and Team activities May seek additional responsibilities such as internal committee involvement or corporate initiatives May serve as backup to manager in their absence May possess ability to effectively mentor others Qualifications High school diploma or its equivalent One year of retail banking experience required Six months of new account experience required Experience with Microsoft Office Suite required Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines ABOUT US For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey. Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents. At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn. For more information on benefits visit the Careers page of our company website at *********************************************** Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Equal Housing Lender/ Member FDIC Job Posted by ApplicantPro
    $26k-31k yearly est. 24d ago
  • Universal Banker I - Floater (Chicago Suburbs)

    Peoples Bank 4.5company rating

    Orland Park, IL jobs

    Job Description This is a great opportunity for a Floating Universal Banker I. This position requires travel to various Illinois locations, excluding those within the city of Chicago. 10% float stipend included Provide prompt, efficient and friendly service to ensure an excellent customer experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills. DUTIES AND RESPONSIBILITIES Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity Always maintains integrity, including keeping all Bank business and information confidential Regularly engages customers to understand needs and make appropriate product and service recommendations Easily assists customers with routine questions and account maintenance requests Will make progress to become proficient in the following: Process vault transactions - including balancing and all other required daily transactions Open and close banking center (including all end of day processing) All required operational activities of the teller line Has knowledge of the Bank's security system and assists in testing alarms Assists in completing all required reports Experience, knowledge and proven sound decision-making lead to higher limits and authority QUALIFICATIONS High school diploma or its equivalent Six months of customer service/cash handling experience required Experience with Microsoft Office Suite required Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines ABOUT US For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey. Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents. At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn. For more information on benefits visit the Careers page of our company website at *********************************************** Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Equal Housing Lender/ Member FDIC Job Posted by ApplicantPro
    $26k-31k yearly est. 28d ago
  • Universal Banker II - Ravinia

    Peoples Bank 4.5company rating

    Orland Park, IL jobs

    Job Description This is an exciting opportunity for a Universal Banker II. Provide prompt, efficient and friendly service to ensure an excellent customer experience to all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills. Duties and Responsibilities Performs all UB I duties at a proficient level including, but not limited to the following items: Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity Always maintain integrity, including keeping all Bank business and information confidential Opens new accounts for customers accurately and efficiently Handles more complex customer inquiries and requests Demonstrates strong sales skills. Routinely seeks to refer additional products when appropriate and documents referrals in Salesforce (includes referrals to other lines of business) Moves seamlessly through the banking center acting in a variety of roles as necessary Adapts easily to meet all needs Participates in Bank and Team activities May seek additional responsibilities such as internal committee involvement or corporate initiatives May serve as backup to manager in their absence May possess ability to effectively mentor others Qualifications High school diploma or its equivalent One year of retail banking experience required Six months of new account experience required Experience with Microsoft Office Suite required Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines ABOUT US For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey. Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents. At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn. For more information on benefits visit the Careers page of our company website at *********************************************** Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Equal Housing Lender/ Member FDIC Job Posted by ApplicantPro
    $26k-31k yearly est. 4d ago
  • Universal Banker III- Naperville

    Lakeside Bank 3.8company rating

    Naperville, IL jobs

    Universal Banker III - Naperville Hours: Availability to work a flexible schedule (8:00am-5:00 pm) and be available to work Saturdays (9:00am-1:00pm) Come join our Lakeside Bank team as we open our newest branch in Naperville! Services customers' financial needs in order to maintain and develop profitable customer relationships with the Bank. Responsible and accountable for the sales and service of all retail products and services to consumer and commercial customers. Provides quality service to ensure complete customer satisfaction with every transaction. Familiar with documentation and procedures required to open all checking, savings, money market, certificate of deposit and IRA accounts. Must have a working knowledge of all bank products and services including loans, wire transfers, direct deposit and all special services transactions. Technical proficiency includes knowledge of compliance regulations affecting retail products and transactions as well as legal restrictions and/or limitations affecting account ownership, FDIC coverage and check processing. Responsible for profitability of account; no monetary losses from accounts. Is aware of competitive products and services within the financial services industry and the bank's immediate market area. Make weekly sales calls as required meeting calling goals and sales goals established by the Market Manager. This position may require attendance at after-hour events and activities to promote the growth of the branch and promote Lakeside Bank within the community. Essential Duties and Responsibilities: Sells or participates in the selling and cross-selling of bank products and services following established guidelines and procedures. Promotes additional business from existing customers. Services include: demand deposit accounts, Certificates of Deposit, personal loans which are approved by higher authority, line of credit accounts, and cross-sells other personal banking services. Researches and resolves more complicated account problems or errors. Investigates files, documents or reports on transactions to determine the problem and cause of action to be taken. Authorizes overdrafts, approves checks for cashing and processes transactions within established limits. May have a higher limit of authorization. Identifies customer needs, explains product features in terms of benefit to the customer and recommends the product or service which best meets the customer's needs. Exhibits strong working knowledge of all retail bank products and of general banking terms in order to provide the customer with a clear and accurate explanation of account parameters as outlined in our Consumer Disclosure. Assists customers with problem resolution, answers questions, provide direction and account maintenance services including check approvals. Attend after-hour events and activities to promote the growth of the branch and promote Lakeside Bank within the community. Completes special assignments and tasks with limited supervisions within allotted time frames in addition to meeting regular responsibilities. Responsible for sales and the development of new business prospects. Understand branch's retail goals, his/her individual goals and achievement. Develops ideas to promote new business and increase customer base. Fosters community and professional relationships with retail customers, local businessman, trade organizations, service clubs, etc. to identify the credit and other financial needs of the community and promote the sale of the bank's full range of products and services. Demonstrates a CAN DO attitude! Responsible for performing duties that are directly related to the general managerial policies and procedures within the retail branch operations. They are responsible for exercising discretion and independent judgment as they complete assignments and tasks under limited supervision. May be asked to provide training to new personal bankers. In the absence of the Market Manager, this position may be asked to act on his/her behalf. The individual will serve as a resource person to other branch staff members. Using due diligence, decisions are to be made that minimize the overall risk exposure to the bank. Approvals should be made within the authority levels of the position. When these levels exceed authority, the banker will utilize senior staff within the branch and all other departments of the bank to include other Market Managers, Chief Operating Officer and Vice President of Operations. Performs other duties as assigned or required. Will assist in the teller area by processing customer transactions as needed. Supervisory Responsibilities: None Qualifications/Attributes: Team Player understanding the power of open and honest communication Ability to recognize the customer's needs and suggest the best product/service Attention to detail and accuracy in all transactions Good oral communications Ability to adapt and embrace policy and procedure changes Compliance: Exhibits a thorough understanding of all banking regulations affecting retail banking transactions, as outlined in the overviews and checklists contained in the bank's Regulatory Compliance Manual and Compliance Audit Manual. Assists with compliance related audits and analysis; completes compliance-related projects as required. Performance Metrics: Reaches out to all customers transacting business on the retail floor taking the initiative to greet and assist customers at the teller area, to be certain their visit to our location is a positive experience. Answers correspondence from current and potential customers. Handles all daily routine questions and problems as they arise with customer satisfaction. Other Skills and Abilities, including computer skills: Familiarity with FISERV DNA is a plus Computer skills required Strong math skills required Ability to keep his/her workstation neat, organized and fully stocked on a daily basis Able to coach/mentor all Teller's on effective referral skills through product definition (benefits and features). High school diploma or general education degree (GED), supplemented by business and/or banking courses; and four or more years related experience. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to stand. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds. Benefit Information Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels. The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request. Salary Information This is a non-exempt, hourly position. Compensation will be based upon background and level of experience. The compensation range is $22.50 -- $34.00. Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Lakeside Bank Equal Employment Opportunity Policy: Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization.
    $22.5 hourly 60d+ ago
  • Universal Banker II- Niles (Polish Speaking Preferred)

    Peoples Bank 4.5company rating

    Niles, IL jobs

    Job Description This is an exciting opportunity for a Universal Banker II. Provide prompt, efficient and friendly service to ensure an excellent customer experience to all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills. Duties and Responsibilities Performs all UB I duties at a proficient level including, but not limited to the following items: Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity Always maintain integrity, including keeping all Bank business and information confidential Opens new accounts for customers accurately and efficiently Handles more complex customer inquiries and requests Demonstrates strong sales skills. Routinely seeks to refer additional products when appropriate and documents referrals in Salesforce (includes referrals to other lines of business) Moves seamlessly through the banking center acting in a variety of roles as necessary Adapts easily to meet all needs Participates in Bank and Team activities May seek additional responsibilities such as internal committee involvement or corporate initiatives May serve as backup to manager in their absence May possess ability to effectively mentor others Qualifications High school diploma or its equivalent One year of retail banking experience required Six months of new account experience required Experience with Microsoft Office Suite required Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines Polish speaking preferred ABOUT US For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey. Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents. At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn. For more information on benefits visit the Careers page of our company website at *********************************************** Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Equal Housing Lender/ Member FDIC Job Posted by ApplicantPro
    $26k-31k yearly est. 19d ago
  • Part Time Universal Banker/Teller I

    First Mid-Illinois Bancshares, Inc. 4.0company rating

    Arcola, IL jobs

    At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: * Part-time position - Weekends will be required. * Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. * Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust * Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. * Gain manager assistance with any suspicious transactions. * Obtain management approval for transactions outside authorized limits. * Adheres to all bank compliance, security and operational policies and procedures. * Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. * Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc. * Performs changes to existing accounts as requested by the customer. * Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management. * If applicable, allows entry of safe deposit box holders. * Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook. * Maintains customer confidentiality. * May participate in bank promotions, external community events, and promotional activities. * May be required to work in other First Mid Banking centers. * Complete other specified duties as assigned Sales: * Develops and maintains relationships with business partners. * Develops and maintains strong relationships with customers. * Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. * Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc. * Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines. * Consistently meet or exceed established goals for the position. Qualifications Education: * High School Diploma/GED required. Experience: * 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred. * Previous sales experience preferred. * Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion. Skills: * Proficient in usage of Microsoft Office and computer application. Total Rewards: * Competitive health, dental & vision coverage with HSA match * 401(k) with employer match + Employee Stock Purchase Plan * Generous PTO, paid holidays & parental leave * Tuition reimbursement & performance-based bonuses * Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc., is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123
    $28k-32k yearly est. 46d ago
  • Universal Banker

    Millennium Bank 4.2company rating

    Oak Brook, IL jobs

    Full-time Description Function: Responsible for conducting timely and accurate teller transactions, vault transactions and fulfilling customer requests in accordance with bank policies and regulations. Additional responsibilities include opening retail and commercial accounts while maintaining current knowledge of competitor products, services and current promotions. Essential Duties: Accurately process transactions and new account openings in a timely and professional manner. Maintain current knowledge of all Federal and State regulations, along with the Bank's policies and procedures. Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments. Processes assigned reports and / or job duties in an accurate and timely manner. Develops working relationships by effectively responding to customer needs, resolving inquiries / complaints in a positive, professional and timely manner as outlined in Bank policies and procedures. Responsible for ensuring all transactions are processed in accordance with internal policies and procedures including (BSA) Bank Secrecy Act requirements. Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Other duties as assigned. Requirements Knowledge, Skills and Abilities: One year prior banking or relevant experience Excellent interpersonal skills Ability to prioritize and focus on critical issues Creative problem solver Able to remain calm, friendly and professional through all situations.
    $28k-34k yearly est. 60d+ ago
  • Universal Banker

    First State Bank and Trust 4.1company rating

    Champaign, IL jobs

    Job Description UNIVERSAL BANKER (FULL TIME) FIRST STATE BANK AND TRUST CHAMPAIGN, IL First State Bank and Trust is currently seeking a full-time Universal Banker to join our team. As a Universal Banker, you'll be an essential part of our team. Universal Bankers serve as both teller and personal banker to meet the branch office needs. Our Universal Bankers are the face of First State Bank and Trust and the communities that we serve. This position is responsible for the accurate processing of customer transactions as well as opening new accounts and helping customers choose the right financial products to meet their unique needs. RESPONSIBILITIES Conduct routine transactions within established guidelines, including cashing checks, accepting deposits, processing withdrawals, and handling loan payments. Accurately count, verify, and handle large volumes of cash during daily transactions and balancing procedures, ensuring compliance with internal controls and security protocols. Open new accounts, helping customers choose the right financial products to meet their unique needs. Provide great customer service, including greeting customers warmly and professionally, actively listening to customer needs and address inquiries promptly, and handling customer complaints or concerns with empathy and efficiency. Educate customers about our products and services, including savings accounts, loans, and credit cards. Cross-sell relevant banking products based on customer profiles. Safeguard customers' personal information and maintain confidentiality. Maintain a professional appearance and demeanor while representing the bank. Remain alert to potential fraud and take necessary precautions. QUALIFICATIONS High School diploma or equivalent. Previous experience in banking or customer service preferred. Strong customer service skills. Attention to detail and accuracy. At First State Bank and Trust, we have established ourselves as a trusted financial institution. Serving seven markets across Central Illinois, our $500 million community bank provides a full range of services to retail and commercial customers. We have locations in Monticello, Champaign, Bloomington, Heyworth, Tuscola, Atwood, and Hammond. What makes us truly unique is that we're 100% employee-owned, meaning every team member has a stake in our success. If you're a reliable individual who thrives on providing exceptional service and building customer loyalty, consider joining our team as a Bank Teller! Equal Opportunity Employer. Member FDIC. Equal Housing Lender
    $27k-31k yearly est. 1d ago
  • Universal Banker I

    Town & Country Bank 4.2company rating

    Jacksonville, IL jobs

    Town and Country Bank is seeking a friendly and customer-focused full-time Universal Banker to join our team in Jacksonville, IL. Experience in banking is helpful, but not required. The Universal Banker provides exceptional, friendly customer service though face-to-face and phone interactions with customers. The Universal Banker assists customers with bank transactions and engages customer's in building a banking relationship while embracing Town and Country's core values of teamwork, achievement, passion and positive thinking. ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time. The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team. ESSENTIAL FUNCTIONS AND DUTIES: · Ensure efficiency of the branch's teller operations and adhere to bank policies and procedures. · Create positive public perceptions of Town and Country Bank by extending a courteous greeting and welcome to clients and visitors. · Complete teller transactions timely and accurately while keeping cash drawer balanced. · Engage customers and build meaningful relationships to ensure banking solutions are provided. QUALIFICATIONS: · Prior customer service and cash handling experience preferred. · Minimum of one-year experience handling money in a customer service environment. · Must be team-oriented with a positive outlook. · Willing to work in a fast-paced environment. · High school diploma or equivalent.
    $28k-33k yearly est. Auto-Apply 60d+ ago
  • Universal Banker

    Millennium Bank 4.2company rating

    Chicago, IL jobs

    Job DescriptionDescription: Function: Responsible for conducting timely and accurate teller transactions, vault transactions and fulfilling customer requests in accordance with bank policies and regulations. Additional responsibilities include opening retail and commercial accounts while maintaining current knowledge of competitor products, services and current promotions. Essential Duties: Accurately process transactions and new account openings in a timely and professional manner. Maintain current knowledge of all Federal and State regulations, along with the Bank's policies and procedures. Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments. Processes assigned reports and / or job duties in an accurate and timely manner. Develops working relationships by effectively responding to customer needs, resolving inquiries / complaints in a positive, professional and timely manner as outlined in Bank policies and procedures. Responsible for ensuring all transactions are processed in accordance with internal policies and procedures including (BSA) Bank Secrecy Act requirements. Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Other duties as assigned. Requirements: Knowledge, Skills and Abilities: One year prior banking or relevant experience Excellent interpersonal skills Ability to prioritize and focus on critical issues Creative problem solver Able to remain calm, friendly and professional through all situations.
    $28k-34k yearly est. 27d ago
  • Universal Banker

    Millennium Bank 4.2company rating

    Chicago, IL jobs

    Full-time Description Function: Responsible for conducting timely and accurate teller transactions, vault transactions and fulfilling customer requests in accordance with bank policies and regulations. Additional responsibilities include opening retail and commercial accounts while maintaining current knowledge of competitor products, services and current promotions. Essential Duties: Accurately process transactions and new account openings in a timely and professional manner. Maintain current knowledge of all Federal and State regulations, along with the Bank's policies and procedures. Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments. Processes assigned reports and / or job duties in an accurate and timely manner. Develops working relationships by effectively responding to customer needs, resolving inquiries / complaints in a positive, professional and timely manner as outlined in Bank policies and procedures. Responsible for ensuring all transactions are processed in accordance with internal policies and procedures including (BSA) Bank Secrecy Act requirements. Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Other duties as assigned. Requirements Knowledge, Skills and Abilities: One year prior banking or relevant experience Excellent interpersonal skills Ability to prioritize and focus on critical issues Creative problem solver Able to remain calm, friendly and professional through all situations.
    $28k-34k yearly est. 60d+ ago
  • Part Time Universal Banker/Teller I

    First Mid-Illinois Bancshares, Inc. 4.0company rating

    Tuscola, IL jobs

    At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: * PART TIME - Saturdays Required! * Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. * Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust * Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. * Gain manager assistance with any suspicious transactions. * Obtain management approval for transactions outside authorized limits. * Adheres to all bank compliance, security and operational policies and procedures. * Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. * Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc. * Performs changes to existing accounts as requested by the customer. * Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management. * If applicable, allows entry of safe deposit box holders. * Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook. * Maintains customer confidentiality. * May participate in bank promotions, external community events, and promotional activities. * May be required to work in other First Mid Banking centers. * Complete other specified duties as assigned. Sales: * Develops and maintains relationships with business partners. * Develops and maintains strong relationships with customers. * Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. * Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc. * Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines. * Consistently meet or exceed established goals for the position. Qualifications Education: * High School Diploma/GED required. Experience: * 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred. * Previous sales experience preferred. * Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion. Skills: * Proficient in usage of Microsoft Office and computer application Total Rewards: * Competitive health, dental & vision coverage with HSA match * 401(k) with employer match + Employee Stock Purchase Plan * Generous PTO, paid holidays & parental leave * Tuition reimbursement & performance-based bonuses * Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123
    $28k-32k yearly est. 14d ago
  • Universal Banker III

    Town & Country Bank 4.2company rating

    Decatur, IL jobs

    Town and Country Bank is seeking a Universal Banker III for our Decatur branch. The Universal Banker III develops and grows customer relationships while identifying customer needs and matching those needs with bank loans, products and services. The Universal Banker III also supports customers with traditional banking needs and complex service transactions while providing exceptional service. ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time. The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team. ESSENTIAL FUNCTIONS AND DUTIES: •Originate and close consumer loans while maintaining thorough knowledge of lending programs and regulations. •Complies with provisions within the S.A.F.E. Act and adheres to HMDA. •Provides proactive customer outreach to measure success and offer new tools to help customers meet their consumer banking goals. •Advises current and prospective customers on bank products and services that are best suited to their needs. •Assist customers with opening and managing their bank accounts and finances; refer customers to other staff within the bank as needed. •Ensure efficiency of branch services operations and adhere to policies and procedures. •Create positive public perceptions of the bank through courteous and friendly interactions. •Complete bank transactions timely and accurately while acting as teller and banker. •Manages cash drawer by balancing throughout work shift, counting and packaging currency and coins, reconciling transactions and maintaining supply of cash and currency. •Maintains customer confidence and protects bank operations by keeping information confidential. •Identify customer needs and make referrals to other areas of the bank. QUALIFICATIONS: •Two years experience working in a sales and goal-based environment. •Three years banking and consumer lending experience preferred. •Registration on the National Mortgage Loan Registry (or updated NMLS Employment Record) required within 60 days of employment. •In-depth knowledge of banking practices and regulations. •Team-oriented with a positive outlook. •Exceptional communication and customer service skills.
    $28k-33k yearly est. Auto-Apply 60d+ ago
  • Universal Banker I, II, III - Lombard (Westmore)

    Old Second National Bank for Evergreen Bank Employees 3.7company rating

    Universal banker job at Old Second Bank

    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! Grow your career at Old Second as a Universal Banker I, II, or III! Position Overview The Universal Banker position, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed. Essential Job Function - all levels Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns. Follows up with customers by phone or email. Accurately opens, closes, and maintains customer accounts according to established policies and procedures. Understands material covered in Personal Banker training manuals. Utilizes strong knowledge of Old Second products and services to advise new and existing customers of Old Second's comprehensive portfolio of banking options. Begins to learn and apply knowledge to more complicated retail products including IRAs and loans. Maintains a high level of customer service to assist the branch in obtaining the highest customer service ratings, including internal survey results. Utilizes cross training as a Teller to fill in as needed behind the Teller line to handle basic transactions including cashing checks, processing deposits and withdrawals, and adhering to processes and procedures including balancing drawer. Maintain working knowledge of all internal and legislated compliance and regulations including satisfactory completion of all annual training. Responsible for Operational Accuracy and Compliance (ex. Records, TD Ops, BSA/Fraud/CTR's, BAI, Signature Cards, CIP, Beneficial Ownership). Maintains flexibility in work schedule including opening/closing branch as needed. Demonstrates willingness to fill in at other OSB locations as needed. Additional Responsibilities/Focus of Senior Universal Banker (Level 2): Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities. Leads branch by example through exceptional customer service. Additional Responsibilities/Focus of Universal Relationship Banker (Level 3): Manages a book of Retail Banking clients by maintaining regular contact, advising on Personal Banking matters, and serving as a liaison to other business lines for their client base. Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities. Proactively connects with prospects and clients in the pursuit of new and cross sales opportunities. Utilizes each client communication to deepen customer relationships and loyalty to bank. Refers other lines of business, such as Wealth Management, Mortgage and Commercial. Has deep understanding and applied knowledge of more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate. Minimum Requirements: Universal Banker (Level 1): High school diploma (or equivalent) and one year of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience. Must work onsite to perform responsibilities of this position. Senior Universal Banker (Level 2): High school diploma (or equivalent) and two years of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience. Must work onsite to perform responsibilities of this position. Universal Relationship Banker (Level 3): High school diploma (or equivalent) and three or more years of related experience which includes some banking and/or sales, client relationship management, consultancy experience, or cash handling, or equivalent combination of education and experience. Must successfully complete Universal (Relationship) Banker Cross Training Development Plan curriculum (or equivalent experience). Must work onsite to perform responsibilities of this position. Competencies - All levels Demonstration of excellent customer service and professional communication. Dedication to product promotion, sales referrals, and cross selling products/services. Math and computer proficiency. Technical aptitude toward learning and utilizing bank software applications. Basic understanding of banking, check processing, credits and debits. Focus and organization during periods of high volume or interruption. Reliable: dedication & commitment to work; follow-through on all tasks. Knowledge and compliance with bank rules and regulations. Preferred, but not required Associate or Bachelor's degree preferred. Important Note: Job levels and hiring decisions are based upon both the business needs at the Retail Bank location and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a level 2 or 3 Universal Banker role but may be hired in at a lower level based upon branch business needs and staffing dynamics. Compensation & Benefits Universal Banker - Level 1 Base pay: $18.10 - $22.50/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 performance. Senior Universal Banker - Level 2 Base pay: $20.50 - $26.50/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 performance. Universal Relationship Banker - Level 3 Base pay: $22.55 - $29.00/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 performance. Benefits: How We Support You - Old Second Thanks for considering Old Second!
    $18.1-22.5 hourly Auto-Apply 25d ago
  • Universal Banker

    Parkway Bank 4.5company rating

    Park Ridge, IL jobs

    PARKWAY BANK Park Ridge, IL 60068 Hours: Monday/Friday: 7:45 a.m. - 6:00 p.m. Tues/Wed/Thurs: 7:45 a.m. - 5:00 p.m. Saturday: 7:45 a.m. - 1:00 p.m. Hours may change based on needs of the Bank Parkway Bank is looking for a Universal Banker (includes Teller Duties) at our Park Ridge, IL location. We are a locally owned and operated financial institution committed to offering the best in customer service, financial products, and services. We maintain a strong presence in our communities through donations, volunteer work, and education. Come be a part of our team! Responsible for assisting new and existing customers in choosing the right deposit and loan products offered by Parkway Bank. This individual will conduct both Teller and Banker duties. Promotes business for the Bank by cross selling products and services. Provides superior service to customers in the maintenance and management of their relationship with the bank. Meets or exceeds goals as assigned by management. Job Duties: Educates new and existing customers about the features and benefits of the bank's personal and commercial banking products through in-person sales session as well as by phone and written correspondence. Possesses basic knowledge of all bank products, features and benefits, and able to comprehend customer needs. Explains, promotes and sells bank related products and services and provides excellent customer service. Answers questions or resolves technical problems of average difficulty on customer accounts. Accepts consumer loan applications, except for Home Equity related loans, and reviews for completeness. Refers business to merchant services and lending department by cross-selling products and services to customers and achieves goals set by management. Performs other reasonably related duties as assigned by management including Teller duties. Requirements: High School Diploma or equivalent Six months to one-year sales experience preferred General knowledge of bank operations and procedures preferred Proficient in office software systems including Microsoft Word, Excel and Outlook as well as the bank's core data processing system. Good attention to detail Ability to work accurately and meet deadlines Effective oral and written communication skills Parkway Bank is an Equal Opportunity Employer Pay Range: $19.00 - $23.00 per hour Benefits Offered: Part-Time Full-Time Dental Insurance 401(k) Plan Profit-Sharing Vacation Paid Sick/Personal Days Paid Holidays Medical Insurance Vision Insurance Dental Insurance 401(k) Plan Profit-Sharing Vacation Paid Sick/Personal Days Paid Holidays Life Insurance Short/Long-Term Disability Employee Assistance Program Paid Parental Leave Tuition Reimbursement
    $19-23 hourly Auto-Apply 9d ago
  • Universal Banker

    Parkway Bank 4.5company rating

    Elk Grove Village, IL jobs

    PARKWAY BANK Elk Grove Village, IL 60007 Hours: Monday, Tuesday, Thursday, Friday 9:00 a.m. - 6:00 p.m. Saturday 8:30 a.m. - 1:00 p.m. Parkway Bank is looking for a Universal Banker at our Elk Grove Village, IL location. We are a locally owned and operated financial institution committed to offering the best in customer service, financial products, and services. We maintain a strong presence in our communities through donations, volunteer work, and education. Come be a part of our growing team! Responsible for assisting new and existing customers in choosing the right deposit and loan products offered by Parkway Bank. This individual will also assist with Teller duties on an as needed basis. Promotes business for the Bank by cross selling products and services. Provides superior service to customers in the maintenance and management of their relationship with the bank. Meets or exceeds goals as assigned by management. Job Duties: Educates new and existing customers about the features and benefits of the bank's personal and commercial banking products through in-person sales session as well as by phone and written correspondence. Possesses basic knowledge of all bank products, features, and benefits, and is able to comprehend customer needs. Explains, promotes, and sells bank related products and services and provides excellent customer service. Answers questions or resolves technical problems of average difficulty on customer accounts. Accepts consumer loan applications, except for Home Equity related loans, and reviews for completeness. Refers business to merchant services and lending department by cross-selling products and services to customers and achieves goals set by management. Performs other reasonably related duties as assigned by management including Teller duties. Requirements: High School Diploma or equivalent Six months to one-year sales experience preferred. General knowledge of bank operations and procedures preferred. Proficient in office software systems including Microsoft Word, Excel, and Outlook as well as the bank's core data processing system. Good attention to detail Ability to work accurately and meet deadlines. Effective oral and written communication Parkway Bank is an Equal Opportunity Employer Salary Range: $17 to $23 per hour depending on experience Benefits Offered: Part-Time Full-Time · Dental Insurance · 401(k) Plan · Profit-Sharing · Vacation · Paid Sick/Personal Days · Paid Holidays · Medical Insurance · Vision Insurance · Dental Insurance · 401(k) Plan · Profit-Sharing · Vacation · Paid Sick/Personal Days · Paid Holidays · Life Insurance · Short/Long-Term Disability · Employee Assistance Program · Paid Parental Leave · Tuition Reimbursement
    $17-23 hourly Auto-Apply 60d+ ago
  • Universal Banker

    Parkway Bank 4.5company rating

    Park Ridge, IL jobs

    PARKWAY BANK
    $28k-33k yearly est. Auto-Apply 9d ago

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