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  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Personal banker job in Rockford, IL

    Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structure Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at One State Street Plaza in the heart of New York City's famed financial district. Please Note Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $72k-131k yearly est. Easy Apply 60d+ ago
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  • Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!

    Waterstone Bank 4.1company rating

    Personal banker job in Waukesha, WI

    is $19.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations. What you will be doing in the Universal Banker position: Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs. Accurately open, maintain and close deposit accounts and services. Answer customer questions and resolve related account issues, including phone and in-person. Perform service related activities such as on-boarding calls and appropriate follow-up with customers. Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received. Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. Keep abreast of industry trends, standards and external factors that may affect the bank. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws Perform other duties as assigned. What you bring to the role: Experience Required: 1 - 2 years of sales experience Required: 2-4 years customer service experience Preferred: 2-4 years of sales and customer service experience in branch banking Education Required: High School Diploma or general education degree (GED) Preferred: Associate's Degree business or related field Certifications, Licenses, Registration for Universal Banker position: Required Banker Certification within 6 months of hire/promotion date Benefits for Universal Banker position: Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account Pet Insurance And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $19.5 hourly 60d+ ago
  • Universal Banker

    Starion Bank 3.2company rating

    Personal banker job in Sun Prairie, WI

    Join Our Team as a Universal Banker at Starion Bank in Wisconsin! Are you a customer-focused, disciplined, and ethical individual with a passion for inspiring others? If so, we want you on our team at Starion Bank! Why Starion Bank? As a growing community bank, we pride ourselves on local leadership, personalized service, and deep community loyalty. We're not just a bank; we're a place where you can thrive both professionally and personally. Position: Universal Banker Location: Wisconsin Key Responsibilities: Open personal and business deposit accounts Cross-sell bank products and services Process consumer loans Troubleshoot and resolve customer and internal inquiries in a timely, professional and accurate manner Complete relationship development activities Qualifications: One to three years of experience in customer service, sales and cash handling or related experience required Demonstrated high level of flexible interpersonal skills, customer service, trustworthiness, credibility and diplomacy required What We Offer: Competitive Salary : Your hard work deserves great pay! Comprehensive Benefits : Including health, life, dental, vision, and a health savings account. Retirement Planning : 401K and profit-sharing options. Incentives : Annual Incentive Compensation Program available for all benefit eligible employees Work-Life Balance : Paid vacation and holidays. Recognized Excellence: Join a team recognized as the “Best of the Best” by Independent Bankers magazine and one of the “50 Best Places to Work” by Prairie Business magazine! Ready to Make a Difference? If you're ready to take the next step in your career and be part of a community-focused bank, apply today at ******************** Starion Bank- Taking You Further. Apply now and become a vital part of our team! Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
    $29k-34k yearly est. Auto-Apply 11d ago
  • Universal Banker

    One Community Bank

    Personal banker job in Oregon, WI

    Job Description Are you looking for an opportunity to grow your career in the banking industry? One Community Bank in Oregon, WI is seeking a dynamic individual to join our team as a part-time (29 hours per week) Universal Banker. This position offers an exciting chance to work onsite in a professional and forward-thinking environment, where you can truly make a difference in the lives of our clients. As a Universal Banker, you will have the opportunity to engage with clients, build relationships, and help them achieve their financial goals. If you are passionate about banking and eager to take on new challenges, we encourage you to apply today! One Community Bank: Our Story Why join One Community Bank? Our actions demonstrate our tenets: Invest in Relationships, Trust the Team, See the Upside, Encourage New Ideas and Think Big! We serve clients, support colleagues and invest in our communities because we aspire to be the Best Billion Dollar Bank in the World! The one bank that's different from other banks. We began as a single location serving the Oregon, Wisconsin, community back in 1976. Since then, One Community Bank has grown to serve 19 locations. Come grow with One Community Bank! We have been voted a Top Work Place seven years in a row! Your day as a Universal Banker As a new Universal Banker at One Community Bank, you can expect to greet clients with a friendly smile, assist with account inquiries, process transactions accurately, and recommend banking products to meet clients' needs. You will have the opportunity to learn about our products and services to provide excellent client service. Your typical schedule will be between 8 am to 6 pm Monday through Friday, with some Saturdays from 8 am to noon to accommodate our clients' needs. Training will be provided to help you succeed in this role, and you will work alongside a supportive team who values your contributions to the organization. Would you be a great Universal Banker? To excel as a Universal Banker at One Community Bank, you will need a high school diploma or GED and strong organizational skills. Attention to detail is essential, as you will be responsible for performing various tasks accurately. You should be able to address client inquiries with empathy and teamwork, resolving any concerns effectively. While cash handling experience is preferred, it is not required. Excellent problem-solving abilities, interpersonal skills, and communication skills are key in this role. Proficiency in Microsoft Office is necessary to navigate the software tools used in daily tasks. If you are a detail-oriented individual with a passion for client service and a collaborative mindset, we encourage you to apply for this exciting opportunity. Are you ready for an exciting opportunity? If you think this pat-time role will suit your needs, great! Applying is a piece of cake. Good luck - we're excited to meet you!
    $31k-39k yearly est. 14d ago
  • Teller / Universal Banker

    Stillman Bank

    Personal banker job in Oregon, IL

    Full-time Description ABOUT US: Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have grown to 6 locations throughout Ogle and Winnebago counties. Our organization is owned by shareholders and shareholder families, some of which span back 3 generations. Our Mission is to provide comprehensive financial solutions that support the well-being of our customers and strengthen the communities we serve. ABOUT THE ROLE: As a teller, you are on the front lines, interacting with customers throughout the day. A positive, outgoing personality is a must. This position performs a variety of deposit transactions and other banking customer services, while ensuring accuracy, courtesy, professionalism, and customer satisfaction. This role looks for opportunities to explain and suggest other products and services to customers. You Will: Greet customers in a prompt, professional and friendly manner and support a positive, welcoming and customer-focused environment. Assist customers in preparing necessary documents to complete transactions. Examine and verify negotiable instruments (such as checks) for customer identity, amount, and endorsements. Accept and process deposits and withdrawals to customer accounts using software and scanners, and issue appropriate receipts to customers. Count cash and coin manually as needed to complete transactions. Currency and coin count may also be verified using electronic counting devices. Cash checks within authorized limits and disburse currency upon verification of signatures and fund availability. Receive customer loan and credit payments, property tax payments and safe deposit box rental payments, issuing appropriate receipts. Prepare cashier checks and money orders, sells gift cards and license plate stickers, and perform other deposit activities as authorized and assigned. Balance cash drawer at designated times daily. Assist with determining causes for and correcting unbalanced drawer offages. Assist with daily balancing of ATM as assigned. Actively suggest products and services to customers by identifying potential needs and explaining solutions available from the bank. Accept check orders, address changes and other customer requests and forwards information to the appropriate department for processing. Document and report any customer problems or complaints for the daily quality control report. Respect and maintain customer privacy and confidentiality at all times. This is an on-site position working 40 hours per week, depending on coverage needs. Ability to work a Saturday morning rotation is required. Work is done in a typical office environment, so employees are required to operate numerous types of office equipment. The position requires occasional standing, walking, lifting, carrying, bending, kneeling, stretching, and stooping are required. Some lifting up to 50 pounds required for coin bags. Hand and finger dexterity needed due to significant use of hands for cash and coin handling tasks. The ability to frequently view and read computer screens or paper document Requirements ABOUT YOU: 17 years of age or older Positive, friendly and welcoming personality with excellent verbal communication and interpersonal skills. Proficient with computers and standard equipment operation. Experienced with cash handling or customer service responsibilities. Able to recognize issues of significance and prioritize work. ABOUT COMPENSATION AND BENEFITS: We believe our employees are our greatest asset and deserve competitive pay and benefits. We regularly review our compensation and align our ranges with market data for our geography, industry, and institution size. This is an hourly, non-exempt position with an expected pay range of $16.00 - $21.00. This is a best estimate of the pay range, but the hourly rate may be higher for candidates with direct experience in a teller role or Universal Banker role. Once Universal Banker training is complete, this position will be eligible for a compensation increase. Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid volunteer time off, and 11 paid holidays. We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance. The bank pays for short-term disability, long-term disability, and life insurance on your behalf. You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate. Discretionary 401k match and profit-sharing contributions are made on your behalf once you have met the eligibility requirements. EEO STATEMENT: Stillman Bank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Salary Description $16.00 - $21.00
    $16-21 hourly 23d ago
  • Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!

    Waterstone Financial, Inc. 4.0company rating

    Personal banker job in Waukesha, WI

    is $19.50 an hour and up, depending on experience. ? Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II. What are your responsibilities in the position? * Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws. * Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services. * Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs. * Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person. * Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Focus on the skills and attributes in order to complete the Banker Certification process * Perform other duties as assigned. What you bring to the table for the Universal Banker position: Experience * Required: 1 - 2 years of sales experience * Required: 2-4 years customer service experience * Preferred: 2-4 years of sales and customer service experience in branch banking Education * Required: High School Diploma or general education degree (GED) * Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required: Banker Certification within18 months of hire/promotion date Benefits and Perks of working at WaterStone Bank: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * Pet Insurance * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $19.5 hourly 60d+ ago
  • Universal Banker

    Community State Bank 4.3company rating

    Personal banker job in Lake Geneva, WI

    Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced. Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties.
    $29k-34k yearly est. Auto-Apply 5d ago
  • SPECIALTY BANKER

    Hard Rock International (USA), Inc. 4.5company rating

    Personal banker job in Rockford, IL

    Job Description The incumbent in this position is responsible for providing superior service to both the internal and external guest. The incumbent is also responsible for performing varied cashier functions in a pleasant, efficient, and honest manner. Responsibilities ESSENTIAL FUNCTIONS: (These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position) Responsible for the daily cage deposits. Acceptance of hard and soft count drops daily. Replenishment of window and change attendant banks. Maintain paperwork as specified in the company's internal controls in regards to marker, front money, key control. Performs all other related and compatible duties as assigned. This position may be assigned to any area within the Cage. Functions involving Marker Bank, Fill Bank, Employee Services Bank and Main Bank. Appropriately documenting all movement of assets specific to the area assigned. Pit related transactions including but not limited to fill requests (fills and credits). Acceptance of document transfers and dealers toke process. Slot related transactions to include but not limited to manual jackpots, jackpot payouts requiring multiple types of payment, slot markers, slot toke process. Deposit preparation to include but not limited to cash, cash equivalents, markers, personal checks. Accepting and processing wire transfers and cash equivalents as outlined in the standard operating procedures. Servicing employees for retail, food and beverage and slot floats to perform their duties. All additional assignments requested by cage supervisor and above. Well groomed, in appropriate uniform, and on time for assigned areas. Adheres to all Illinois Gaming Regulations. NON-ESSENTIAL JOB FUNCTIONS Attend seminars when needed. KNOWLEDGE OF: Procedures, methods, and equipment including computers and applicable software applications such as word processing, email, spreadsheets, and databases to include excellent working knowledge of Microsoft Word, Excel, Outlook, and Power-Point. Basic math skills. 10-Key calculator. Prior cashier or teller experience strongly preferred ABILITY TO: Be flexible to work varying shifts and time schedules as needed. This position spends time on the Casino floor and is subject to varying levels of crowds and noise, and the severity of which depends upon guest volume. Communicate effectively with outside contacts and all levels of team members. Review, comprehend, analyze, and assimilate reports, information generated on and by the computer and other necessary documentation. Obtain and maintain all appropriate licenses / certifications per Federal, State, and Gaming regulations. Balance bank at end of shift. Identify and accurately cash different denominations of gaming tokens, cash currency, checks, etc. Stand 100% of the time in a noisy environment. Lift depending on tasks assigned. Qualifications EDUCATION AND /OR EXPERIENCE REQUIREMENTS: (Related education and experience may be interchangeable on a year for year basis) High school degree or equivalent preferred. ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc.): Must obtain and maintain all licenses / certifications per Federal, State, and Illinois Gaming Commission. Must successfully pass background check. Must maintain strict confidentiality relative to financial data and casino policies. Must comply to all Illinois Gaming Commission regulations. Must comply to Internal controls and Standard Operating Procedures Must comply with AML/Title 31 regulations. Must comply with all company policies and procedures. Must be twenty-one (21) years of age.
    $30k-41k yearly est. 22d ago
  • Universal Banker (Sun Prairie Branch)

    Madison Park Bank 3.9company rating

    Personal banker job in Sun Prairie, WI

    Who is Park Bank? At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. That there's no one way to what's next. And our story of achievement starts with each member of our team. No matter our job openings, we are always searching for great people to join our team. And while a culture-fit is nice, a culture-add is even better. If you are passionate about providing exceptional client service and building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed to helping our clients succeed, we will help you get to next in your own career development. General Summary: The role of the Universal Banker is to perform the essential duties and responsibilities of both the Teller and Relationship Banker role with the exception of offering loan products to clients. This position will establish new client account relationships as needed while also processing account transactions at the Teller station and completing basic account maintenance requests. The Universal Banker will also be trained to handle any and all branch servicing tasks such as vault balancing, cash shipment preparation, safe deposit box access etc. Outcomes: 1) Balance Growth and Production Achievement (30%) a. Loan Origination, New Checking Accounts, Business Deposit Accounts, Credit Cards, and Convenience Services 2) Client Service/Relationship Metrics (30%) a. Services per Household, Referrals, Client Service, etc. 3) Cash Drawer Balancing (20%) a. Balance cash drawer in accordance with bank policy and procedure. 4) Compliance and Operations Evaluation (20%) a. Ensure compliance with all bank policies and procedures to include regulations, CIP, audit and security. Primary Duties/Responsibilities: * Perform daily office responsibilities and tasks such as account transactions, account maintenance, and customer correspondence. * As needed, the Universal Banker will be responsible for processing new account requests and assisting the Branch Manager and/or Relationship Banker in cross-sell efforts to existing clients. * While processing routine client transactions, the Universal Banker will identify current and future financial needs and effectively refer and/or fulfill these sales to branch and strategic partners. * Perform additional responsibilities to include client service requests such as processing stop payments, wire transfers, placing check orders, processing special instructions on accounts and processing account maintenance requests. * Actively work with clients to identify current and future financial needs and effectively offer solutions either directly or indirectly through business partner referrals. Requirements Qualifications: * High school diploma required; Associate degree or equivalent preferred * Minimum 1-3 years of related work experience required Physical Demands: * Remaining in a stationary position, often standing or sitting for prolonged periods. * Adjusting or moving objects up to 10 pounds in all directions. * Repeating motions that may include the wrists, hands and/or fingers. * Communicating with others to exchange information * Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test. * Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws. * Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status. * Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: *************************** or ************. * The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired. * Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage
    $30k-36k yearly est. 21d ago
  • Universal Banker

    Northwest Bank of Rockford 4.8company rating

    Personal banker job in Freeport, IL

    Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve. Position Summary: The Universal Banker role splits their time between the teller line, opening new accounts and other duties as assigned. Responsible for providing outstanding customer service when assisting customers to determine what products and services best meet the customer's needs when opening new deposit accounts. Responsible for ensuring customer transactions are handled in a prompt, professional manner, following company policies and procedures. Provide additional operational support for compliance and other reporting activities as needed. Primary Responsibilities: * Customer Experience * Provide the internal and external customer with superior customer experience including friendly demeanor, can-do attitude, and willingness to always help whether on the phone or in person. * Follow-up with customer in a timely manner * Provide accurate information * Establish a rapport with the customer * Performs a variety of bank transactions including checking, savings, and loan transactions to maintain the efficient operation of the bank. * Verifies checks and other items for proper endorsement and negotiability; verifies signatures and account balances; reconciles checks and cash for deposits; records and processes night deposits, bank by mail transactions, and change orders. * Balances and maintains a cash drawer by reconciling transactions and verifying beginning and ending cash totals; ensures actual cash count matches teller system balance; researches any balancing errors; monitors cash level of drawer and branch within established limits. * Assist in the daily balancing of vault and coin machine as needed * Satisfy all consumer customer service requests including but not limited to wires, notary services, disputes, signature card changes, and online banking (mobile banking), check orders, issuing debit cards, etc. * Provide back up to the personal banker for deposit Accounts New & Existing * Assess the needs of the customer by asking the appropriate questions and building customer rapport. * Promote and cross sale bank products and services that fit the customers needs with a solutions-based approach. * Open all types of new accounts to include but not limited to all consumer and small business * Follow-up with clients on a regular basis to ensure proper onboarding and relationship building * Prepare and compile new customer documentation to ensure accuracy and adherence to policy and procedure * Follow all compliance guidelines by properly informing clients of the * Coordinate with Deposit Shared Services, eBanking, Quality Assurance and BASE in resolving customer needs. * Perform account maintenance and close accounts upon customer requests * Meet and exceed established sales and referral goals by explaining & promoting bank & partner products and services. * Perform general office duties such as opening and closing the branch, answering main branch line, adhering to branch standards, scanning, etc. * Assistant in training needs of team members * Assist other staff members with projects as needed. * Understands the confidential nature of the banking industry and adheres to company policies and procedures for protecting customer's private information. * Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Competencies: Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Communicator: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions. Organizational: Can establish a systematic course of action for self to accomplish objectives in an organized manner; determines priorities and allocates resources effectively, within established timeframes. Interpersonal: Interact with others positively and build relationships with internal and external customers. Adaptable: Able to change approach or method to best fit the situation, deal with frequent change, delays, or unexpected events. Judgement: Intuitive curiosity to investigate and follow through. Sound decision-making abilities, working within the scope of responsibilities and seeking guidance where necessary. Technical: Knowledge of Word Processing software, Spreadsheet software, Internet software. Knowledge of Jack Henry, Deposit Pro, or Laser Pro Software a plus. Position Performance Standards: Meet annual branch and individual goals to ensure growth including sales and referrals. Maintain standards of accuracy in regards to processing and documentation of new accounts, customer transactions, and maintenance. Performance Weightings: 40% Competencies 60% Position Performance Standards and Personal Goals Qualifications: HS Diploma or General Education Degree (GED) required. Minimum of 1 year retail banking or customer service experience required. Physical Demands and Work Environment: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.
    $27k-32k yearly est. 6d ago
  • Universal Banker

    Foresight Financial Group Inc.

    Personal banker job in Freeport, IL

    Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve. Position Summary: The Universal Banker role splits their time between the teller line, opening new accounts and other duties as assigned. Responsible for providing outstanding customer service when assisting customers to determine what products and services best meet the customer's needs when opening new deposit accounts. Responsible for ensuring customer transactions are handled in a prompt, professional manner, following company policies and procedures. Provide additional operational support for compliance and other reporting activities as needed. Primary Responsibilities: Customer Experience Provide the internal and external customer with superior customer experience including friendly demeanor, can-do attitude, and willingness to always help whether on the phone or in person. Follow-up with customer in a timely manner Provide accurate information Establish a rapport with the customer Performs a variety of bank transactions including checking, savings, and loan transactions to maintain the efficient operation of the bank. Verifies checks and other items for proper endorsement and negotiability; verifies signatures and account balances; reconciles checks and cash for deposits; records and processes night deposits, bank by mail transactions, and change orders. Balances and maintains a cash drawer by reconciling transactions and verifying beginning and ending cash totals; ensures actual cash count matches teller system balance; researches any balancing errors; monitors cash level of drawer and branch within established limits. Assist in the daily balancing of vault and coin machine as needed Satisfy all consumer customer service requests including but not limited to wires, notary services, disputes, signature card changes, and online banking (mobile banking), check orders, issuing debit cards, etc. Provide back up to the personal banker for deposit Accounts New & Existing Assess the needs of the customer by asking the appropriate questions and building customer rapport. Promote and cross sale bank products and services that fit the customers needs with a solutions-based approach. Open all types of new accounts to include but not limited to all consumer and small business Follow-up with clients on a regular basis to ensure proper onboarding and relationship building Prepare and compile new customer documentation to ensure accuracy and adherence to policy and procedure Follow all compliance guidelines by properly informing clients of the Coordinate with Deposit Shared Services, eBanking, Quality Assurance and BASE in resolving customer needs. Perform account maintenance and close accounts upon customer requests Meet and exceed established sales and referral goals by explaining & promoting bank & partner products and services. Perform general office duties such as opening and closing the branch, answering main branch line, adhering to branch standards, scanning, etc. Assistant in training needs of team members Assist other staff members with projects as needed. Understands the confidential nature of the banking industry and adheres to company policies and procedures for protecting customer's private information. Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Competencies: Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Communicator: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions. Organizational: Can establish a systematic course of action for self to accomplish objectives in an organized manner; determines priorities and allocates resources effectively, within established timeframes. Interpersonal: Interact with others positively and build relationships with internal and external customers. Adaptable: Able to change approach or method to best fit the situation, deal with frequent change, delays, or unexpected events. Judgement: Intuitive curiosity to investigate and follow through. Sound decision-making abilities, working within the scope of responsibilities and seeking guidance where necessary. Technical: Knowledge of Word Processing software, Spreadsheet software, Internet software. Knowledge of Jack Henry, Deposit Pro, or Laser Pro Software a plus. Position Performance Standards: Meet annual branch and individual goals to ensure growth including sales and referrals. Maintain standards of accuracy in regards to processing and documentation of new accounts, customer transactions, and maintenance. Performance Weightings: 40% Competencies 60% Position Performance Standards and Personal Goals Qualifications: HS Diploma or General Education Degree (GED) required. Minimum of 1 year retail banking or customer service experience required. Physical Demands and Work Environment: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.
    $28k-36k yearly est. Auto-Apply 7d ago
  • Universal Banker

    Nwbrockford

    Personal banker job in Freeport, IL

    Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve. Position Summary: The Universal Banker role splits their time between the teller line, opening new accounts and other duties as assigned. Responsible for providing outstanding customer service when assisting customers to determine what products and services best meet the customer's needs when opening new deposit accounts. Responsible for ensuring customer transactions are handled in a prompt, professional manner, following company policies and procedures. Provide additional operational support for compliance and other reporting activities as needed. Primary Responsibilities: Customer Experience Provide the internal and external customer with superior customer experience including friendly demeanor, can-do attitude, and willingness to always help whether on the phone or in person. Follow-up with customer in a timely manner Provide accurate information Establish a rapport with the customer Performs a variety of bank transactions including checking, savings, and loan transactions to maintain the efficient operation of the bank. Verifies checks and other items for proper endorsement and negotiability; verifies signatures and account balances; reconciles checks and cash for deposits; records and processes night deposits, bank by mail transactions, and change orders. Balances and maintains a cash drawer by reconciling transactions and verifying beginning and ending cash totals; ensures actual cash count matches teller system balance; researches any balancing errors; monitors cash level of drawer and branch within established limits. Assist in the daily balancing of vault and coin machine as needed Satisfy all consumer customer service requests including but not limited to wires, notary services, disputes, signature card changes, and online banking (mobile banking), check orders, issuing debit cards, etc. Provide back up to the personal banker for deposit Accounts New & Existing Assess the needs of the customer by asking the appropriate questions and building customer rapport. Promote and cross sale bank products and services that fit the customers needs with a solutions-based approach. Open all types of new accounts to include but not limited to all consumer and small business Follow-up with clients on a regular basis to ensure proper onboarding and relationship building Prepare and compile new customer documentation to ensure accuracy and adherence to policy and procedure Follow all compliance guidelines by properly informing clients of the Coordinate with Deposit Shared Services, eBanking, Quality Assurance and BASE in resolving customer needs. Perform account maintenance and close accounts upon customer requests Meet and exceed established sales and referral goals by explaining & promoting bank & partner products and services. Perform general office duties such as opening and closing the branch, answering main branch line, adhering to branch standards, scanning, etc. Assistant in training needs of team members Assist other staff members with projects as needed. Understands the confidential nature of the banking industry and adheres to company policies and procedures for protecting customer's private information. Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Competencies: Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Communicator: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions. Organizational: Can establish a systematic course of action for self to accomplish objectives in an organized manner; determines priorities and allocates resources effectively, within established timeframes. Interpersonal: Interact with others positively and build relationships with internal and external customers. Adaptable: Able to change approach or method to best fit the situation, deal with frequent change, delays, or unexpected events. Judgement: Intuitive curiosity to investigate and follow through. Sound decision-making abilities, working within the scope of responsibilities and seeking guidance where necessary. Technical: Knowledge of Word Processing software, Spreadsheet software, Internet software. Knowledge of Jack Henry, Deposit Pro, or Laser Pro Software a plus. Position Performance Standards: Meet annual branch and individual goals to ensure growth including sales and referrals. Maintain standards of accuracy in regards to processing and documentation of new accounts, customer transactions, and maintenance. Performance Weightings: 40% Competencies 60% Position Performance Standards and Personal Goals Qualifications: HS Diploma or General Education Degree (GED) required. Minimum of 1 year retail banking or customer service experience required. Physical Demands and Work Environment: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.
    $28k-36k yearly est. Auto-Apply 7d ago
  • Universal Banker

    Foresight Bank

    Personal banker job in Freeport, IL

    Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve. Position Summary: The Universal Banker role splits their time between the teller line, opening new accounts and other duties as assigned. Responsible for providing outstanding customer service when assisting customers to determine what products and services best meet the customer's needs when opening new deposit accounts. Responsible for ensuring customer transactions are handled in a prompt, professional manner, following company policies and procedures. Provide additional operational support for compliance and other reporting activities as needed. Primary Responsibilities: Customer Experience Provide the internal and external customer with superior customer experience including friendly demeanor, can-do attitude, and willingness to always help whether on the phone or in person. Follow-up with customer in a timely manner Provide accurate information Establish a rapport with the customer Performs a variety of bank transactions including checking, savings, and loan transactions to maintain the efficient operation of the bank. Verifies checks and other items for proper endorsement and negotiability; verifies signatures and account balances; reconciles checks and cash for deposits; records and processes night deposits, bank by mail transactions, and change orders. Balances and maintains a cash drawer by reconciling transactions and verifying beginning and ending cash totals; ensures actual cash count matches teller system balance; researches any balancing errors; monitors cash level of drawer and branch within established limits. Assist in the daily balancing of vault and coin machine as needed Satisfy all consumer customer service requests including but not limited to wires, notary services, disputes, signature card changes, and online banking (mobile banking), check orders, issuing debit cards, etc. Provide back up to the personal banker for deposit Accounts New & Existing Assess the needs of the customer by asking the appropriate questions and building customer rapport. Promote and cross sale bank products and services that fit the customers needs with a solutions-based approach. Open all types of new accounts to include but not limited to all consumer and small business Follow-up with clients on a regular basis to ensure proper onboarding and relationship building Prepare and compile new customer documentation to ensure accuracy and adherence to policy and procedure Follow all compliance guidelines by properly informing clients of the Coordinate with Deposit Shared Services, eBanking, Quality Assurance and BASE in resolving customer needs. Perform account maintenance and close accounts upon customer requests Meet and exceed established sales and referral goals by explaining & promoting bank & partner products and services. Perform general office duties such as opening and closing the branch, answering main branch line, adhering to branch standards, scanning, etc. Assistant in training needs of team members Assist other staff members with projects as needed. Understands the confidential nature of the banking industry and adheres to company policies and procedures for protecting customer's private information. Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Competencies: Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Communicator: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions. Organizational: Can establish a systematic course of action for self to accomplish objectives in an organized manner; determines priorities and allocates resources effectively, within established timeframes. Interpersonal: Interact with others positively and build relationships with internal and external customers. Adaptable: Able to change approach or method to best fit the situation, deal with frequent change, delays, or unexpected events. Judgement: Intuitive curiosity to investigate and follow through. Sound decision-making abilities, working within the scope of responsibilities and seeking guidance where necessary. Technical: Knowledge of Word Processing software, Spreadsheet software, Internet software. Knowledge of Jack Henry, Deposit Pro, or Laser Pro Software a plus. Position Performance Standards: Meet annual branch and individual goals to ensure growth including sales and referrals. Maintain standards of accuracy in regards to processing and documentation of new accounts, customer transactions, and maintenance. Performance Weightings: 40% Competencies 60% Position Performance Standards and Personal Goals Qualifications: HS Diploma or General Education Degree (GED) required. Minimum of 1 year retail banking or customer service experience required. Physical Demands and Work Environment: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.
    $28k-36k yearly est. 6d ago
  • Universal Banker-II

    Capitol Bank 4.2company rating

    Personal banker job in Madison, WI

    The Universal Banker-II: Assists customers with opening new personal and business deposit accounts. Welcomes and assists customers at the Teller line. Accurately processes a variety of transactions including deposits and withdrawals. Maintains a high degree of knowledge in all Capitol Bank products and services offerings. Resolves all customer needs and requests in a friendly, professional, and timely manner. Ensures a positive interaction with existing and prospective customers on the phone and in person with a focus on acquiring and expanding loyal relationships. Works to achieve targeted levels for product sales, service behaviors, and referral goals. Maintains an active community presence and participates in Bank activities including prospecting and networking. The Universal Banker-II will also: Follows all established bank policies and procedures. Knowledgeable in bank products and services in order to cross-sell. Provides banker and teller coverage to the assigned branch location. Process deposits and withdrawals, cash checks, issue Cashier's Checks, accept a variety of payments, process coin orders accurately, perform proof duties, balance cash vaults, scan and file appropriate documents Maintains a high degree of accuracy by balancing cash drawer daily. Keeps cash overages/shortages within the acceptable standards. Properly completes all account paperwork with minimal errors and no delays. Responsible for achieving targeted levels for product sales, service behaviors, and referral goals. Opens new depository accounts for business and personal customers, takes ownership of account maintenance requests. Handles customer account inquiries promptly and professionally. Maintains an active community presence and participates in Bank activities. In addition, the Universal Banker-II will also maintain continuous contact with customers and prospective customers through correspondence, business visits, and social events in conjunction with the offering of bank services.
    $30k-34k yearly est. 44d ago
  • SPECIALTY BANKER

    Seminole Hard Rock Hotel & Casino 4.0company rating

    Personal banker job in Rockford, IL

    The incumbent in this position is responsible for providing superior service to both the internal and external guest. The incumbent is also responsible for performing varied cashier functions in a pleasant, efficient, and honest manner. Responsibilities ESSENTIAL FUNCTIONS: (These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position) * Responsible for the daily cage deposits. * Acceptance of hard and soft count drops daily. * Replenishment of window and change attendant banks. * Maintain paperwork as specified in the company's internal controls in regards to marker, front money, key control. * Performs all other related and compatible duties as assigned. * This position may be assigned to any area within the Cage. * Functions involving Marker Bank, Fill Bank, Employee Services Bank and Main Bank. * Appropriately documenting all movement of assets specific to the area assigned. * Pit related transactions including but not limited to fill requests (fills and credits). * Acceptance of document transfers and dealers toke process. * Slot related transactions to include but not limited to manual jackpots, jackpot payouts requiring multiple types of payment, slot markers, slot toke process. * Deposit preparation to include but not limited to cash, cash equivalents, markers, personal checks. * Accepting and processing wire transfers and cash equivalents as outlined in the standard operating procedures. * Servicing employees for retail, food and beverage and slot floats to perform their duties. * All additional assignments requested by cage supervisor and above. * Well groomed, in appropriate uniform, and on time for assigned areas. * Adheres to all Illinois Gaming Regulations. NON-ESSENTIAL JOB FUNCTIONS * Attend seminars when needed. KNOWLEDGE OF: * Procedures, methods, and equipment including computers and applicable software applications such as word processing, email, spreadsheets, and databases to include excellent working knowledge of Microsoft Word, Excel, Outlook, and Power-Point. * Basic math skills. * 10-Key calculator. * Prior cashier or teller experience strongly preferred ABILITY TO: * Be flexible to work varying shifts and time schedules as needed. * This position spends time on the Casino floor and is subject to varying levels of crowds and noise, and the severity of which depends upon guest volume. * Communicate effectively with outside contacts and all levels of team members. * Review, comprehend, analyze, and assimilate reports, information generated on and by the computer and other necessary documentation. * Obtain and maintain all appropriate licenses / certifications per Federal, State, and Gaming regulations. * Balance bank at end of shift. * Identify and accurately cash different denominations of gaming tokens, cash currency, checks, etc. * Stand 100% of the time in a noisy environment. * Lift depending on tasks assigned. Qualifications EDUCATION AND /OR EXPERIENCE REQUIREMENTS: (Related education and experience may be interchangeable on a year for year basis) * High school degree or equivalent preferred. ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc.): * Must obtain and maintain all licenses / certifications per Federal, State, and Illinois Gaming Commission. * Must successfully pass background check. * Must maintain strict confidentiality relative to financial data and casino policies. * Must comply to all Illinois Gaming Commission regulations. * Must comply to Internal controls and Standard Operating Procedures * Must comply with AML/Title 31 regulations. * Must comply with all company policies and procedures. * Must be twenty-one (21) years of age. Additional Details Hard Rock Casino Rockford is an equal opportunity employer and does not discriminate because of race, color, religion, sex (including gender identity, sexual orientation, or pregnancy), national origin, age, disability, or genetic information. Any job posting or information about careers at Hard Rock Casino Rockford is from 815 Entertainment dba Hard Rock Casino Rockford and you will work for 815 Entertainment as your prospective employer. This means your application is submitted to and reviewed solely by this location, who will make any hiring decisions. If hired, 815 Entertainment dba Hard Rock Casino Rockford will be your employer and is alone responsible for any employment related matters. Age Requirements 21+
    $34k-40k yearly est. Auto-Apply 35d ago
  • Financial Services Specialist

    Creative Financial Staffing 4.6company rating

    Personal banker job in Cottage Grove, WI

    Voted “Best Workplace in Madison” Do you enjoy helping people and solving problems over the phone? This role combines customer service, account resolution, and process coordination in a supportive, hybrid environment. If you're detail-oriented, tech-savvy, and thrive on clear communication, this could be the perfect fit. Why You'll Love It Consistently recognized as a Top Workplace in Madison Hybrid schedule, relaxed environment, and genuine work-life balance No micromanagement-you'll be trusted to own your work Tight-knit, collaborative team that values member service “Good people, high-quality product, work-life balance, learning environment, development offered.” “Company is built for long-term success with great career growth opportunities.” What You'll Do Serve as a primary point of contact for members regarding past-due accounts Provide exceptional customer service via phone and email Explain account status, payment options, and next steps in a clear, professional manner Document all conversations and outcomes accurately in multiple systems Coordinate with outside partners for account documentation (no legal advice required) A Day in the Life You'll spend much of your day on the phone and in your CRM: answering member questions, setting up or confirming payment arrangements, and documenting outcomes. You'll also prepare and route supporting documents when accounts require follow-up-keeping members informed and the process moving. What You Bring Strong phone presence and outstanding customer service skills 1+ years in accounts receivable, financial services, or administrative roles Clear written and verbal communication; calm under pressure Detail-oriented and tech-savvy; comfortable navigating multiple systems Basic Excel knowledge is a plus (no advanced functions required) Don't meet every single requirement? We get it. At CFS, we value diverse backgrounds and transferable skills. If you're excited about the role, we encourage you to apply-you may be the right fit for this or other opportunities. #INJAN2026
    $23k-28k yearly est. 9h ago
  • Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!

    Waterstone Bank 4.1company rating

    Personal banker job in Waukesha, WI

    is $19.50 an hour and up, depending on experience. ? Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II. What are your responsibilities in the position? Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws. Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services. Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs. Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person. Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. Focus on the skills and attributes in order to complete the Banker Certification process Perform other duties as assigned. What you bring to the table for the Universal Banker position: Experience Required: 1 - 2 years of sales experience Required: 2-4 years customer service experience Preferred: 2-4 years of sales and customer service experience in branch banking Education Required: High School Diploma or general education degree (GED) Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required: Banker Certification within18 months of hire/promotion date Benefits and Perks of working at WaterStone Bank: Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account Pet Insurance And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $19.5 hourly 60d+ ago
  • Universal Banker

    Community State Bank 4.3company rating

    Personal banker job in Lake Geneva, WI

    Job Description Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced. Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Powered by JazzHR KQ6jTRQ2ga
    $29k-34k yearly est. 7d ago
  • Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!

    Waterstone Financial, Inc. 4.0company rating

    Personal banker job in Pewaukee, WI

    is $19.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations. Duties and responsibilities for Universal Banker position: * Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. * Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. * Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs. * Accurately open, maintain and close deposit accounts and services. * Answer customer questions and resolve related account issues, including phone and in-person. * Perform service related activities such as on-boarding calls and appropriate follow-up with customers. * Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received. * Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Keep abreast of industry trends, standards and external factors that may affect the bank. * Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws * Perform other duties as assigned. Qualifications for Universal Banker position: Experience * Required: 1 - 2 years of sales experience * Required: 2-4 years customer service experience * Preferred: 2-4 years of sales and customer service experience in branch banking Education * Required: High School Diploma or general education degree (GED) * Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required Banker Certification within 6 months of hire/promotion date Benefits for Universal Banker position: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * Pet Insurance * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $19.5 hourly 36d ago
  • Universal Banker I

    Capitol Bank 4.2company rating

    Personal banker job in Madison, WI

    Job Description The Universal Banker accurately processes customer transactions on the teller line and provides quality customer service in a friendly, professional, and timely manner. This position determines customers' needs and meets their expectations by recommending beneficial products and referring them to partner departments when appropriate. The Universal Banker ensures positive interactions with existing and prospective customers-both over the phone and in person-with a focus on acquiring and expanding loyal relationships. In addition, the role includes assisting customers with opening new personal and business products and services while working to achieve targeted levels for product sales, service behaviors, and referral goals. Job Responsibilities: The Universal Banker is responsible for delivering exceptional service by adhering to all established bank policies and procedures while maintaining a strong working knowledge of Capitol Bank's products and services to effectively cross‑sell and support customer needs. This role performs a wide range of transaction‑related duties, including processing deposits and withdrawals, cashing checks, issuing official checks, handling various payments, managing coin orders and bankcard cash advances, and providing account information as requested. The Universal Banker ensures accuracy through daily cash‑drawer balancing and meets established standards for overages and shortages. They are accountable for achieving targeted goals related to product sales, service behaviors, and referral activity, as well as opening, updating, and maintaining customer accounts. This position requires prompt, professional handling of customer inquiries and ongoing relationship development through regular communication, business visits, and participation in community or customer‑focused events. Additional responsibilities may be assigned to support the overall needs of the branch and the Bank. Skillset & Experience: Effective communication when working with customers and/or employees Be involved in developing solutions to meet the needs of the customer and/or employees Flexibility to meet changing workload; highly self-motivated Be a team player and be respectful to all staff, customers, and prospects. Proficient in Microsoft Office Suite and other applicable software. Minimum of 1 year in customer service. Previous banking experience preferred. Applicable college degree or equivalent work experience. Working Conditions: Must be able to sit for periods greater than 45 minutes at a time. Must be able to stand for periods greater than 30 minutes at a time. Must be able to lift a minimum of 25 pounds. Must be able to use computer monitors for periods greater than 45 minutes at a time. Must be able to perform basic typing functions.
    $30k-34k yearly est. 12d ago

Learn more about personal banker jobs

How much does a personal banker earn in Janesville, WI?

The average personal banker in Janesville, WI earns between $25,000 and $40,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Janesville, WI

$32,000
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