Position: Full Time Universal Banker/Teller I Location: Rockford, IL
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:
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
Pay Range: $17.50 - $19.62 per hour Apply for this Position
$17.5-19.6 hourly 2d ago
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Proprietary Equity Traders Wanted
T3 Trading Group 3.7
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
Nos super offres || IMMEDIATE CLOSING - Petrochemical Trader (Olefins)
Ampersand World 4.8
Personal banker job in Geneva, IL
Your mission:
Trade Petrochemicals
Handle and develop a trading portfolio
Support business development
Manage price risk exposure and contract negotiation
Maintain daily contacts with all relevant trading parties
Perform relevant market analysis
Your profile:
7-10 years of experience in Petrochemicals trading with a successful track record
Experience of financial tools
Good knowledge of fundamental analysis
Excellent analytical & problem-solving skills
Able to work independently and proactively
Entrepreneurial mindset
Fluent in English is mandatory, and any other language is a plus
$64k-105k yearly est. 60d+ ago
Private Client Banker - Chicago NW Suburbs - Rockford, IL
JPMC
Personal banker job in Rockford, IL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$32k-59k yearly est. Auto-Apply 60d+ ago
SPECIALTY BANKER
Hard Rock International (USA), Inc. 4.5
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. 17d ago
Universal Banker
One Community Bank
Personal banker job in Oregon, WI
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. 10d ago
Teller / Universal Banker Trainee
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 $15.00 - $17.00. 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 $15.00 - $17.00
$15-17 hourly 18d ago
Universal Banker
Community State Bank 4.3
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.
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$29k-34k yearly est. 2d ago
Universal Banker I
Sauk Valley Bank 3.6
Personal banker job in Sterling, IL
The position of Universal Banker is responsible for performing routine branch duties ensuring the maintenance of the Sauk Valley Bank customer service culture and standards. This position remains fully knowledgeable of bank products and services and is responsible to identify and perform cross selling opportunities.
In addition the Universal Banker assures compliance with all SVB policies and procedures, as well as, all applicable state and federal regulations.
ESSENTIAL DUTIES:
Maintain a high level of service delivery for retail banking products and services within the banking office along the standard of Hug Your Customer
Independently make sound decisions based upon Bank policies, knowledge, and experience
Performs all Teller functions and adhere to the policies and procedures set forth by the bank
Receive all consumer loan applications and facilitate consumer lending process
Performs Personal Banking functions to include: opening, servicing and closing all deposit transaction accounts
Open, service and close all certificates of deposit, IRA s, and H.S.A. accounts
Open and close Branch as assigned
Represents SVB in bank sponsored events
MINIMUM REQUIREMENTS:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED); one year cash handling and customer service background. Work related experience should consist of a financial institution operations, sales or customer service background.
Bilingual preferred but not required
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services
Intermediate knowledge of related state and federal banking compliance regulations, and other SVB operational policies
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Strong knowledge of general office practices.
Intermediate math skills
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work with general supervision while performing duties.
Current driver s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
The incumbent must be able to perform this position safely, without endangering the health or safety to him/herself or others.
Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.
Sauk Valley Bank offers medical, short term disability, long term disability, life, vision, dental and 401K benefits to all full time positions. PTO will vary depending on the level of the position. This position is eligible for incentive.
Management reserves the right to change this position description at any time according to business needs.
Salary Range: $19.00 to $24.00 per hour depending on experience
June 4, 2025
$19-24 hourly 33d ago
Universal Banker
Northwest Bank of Rockford 4.8
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 personalbanker 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. 2d 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 personalbanker 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 2d 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 personalbanker 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. 2d 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 personalbanker 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 2d ago
SPECIALTY BANKER
Seminole Hard Rock Hotel & Casino 4.0
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 31d ago
Financial Services Specialist I - Randall Road Branch (IL)
Msufcu
Personal banker job in Algonquin, IL
The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union.
Work Arrangement: This position is scheduled for an onsite presence at the Randall Road Branch in Illinois.
Schedule:
This position requires working a standard 40 hour week during Branch hours of operations
Monday - Thursday 8:15am - 5:45pm
Friday 8:00am - 6:15pm
Rotating Saturdays 8:15am - 1:15pm
Employees work every other Saturday and receive a consistent day off during the week to offset their hours
Scheduled hours could change based on business need and future department growth.
An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment.
Compensation & Benefits:
Salary Ranges:
Financial Services Specialist I - $18.00 - $19.00/hour, dependent on experience
100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
401(k) with a company match
Tuition Reimbursement
Up to 12 Weeks of Paid Parental Leave
Learn more about our benefits here
Essential Duties and Responsibilities
Financial Services Specialist
Provide superior member service by responding to members' inquiries with urgency, process transactions accurately and with proficiency, personalizing interactions with recommendations of products and services specific to members' unique needs.
Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals.
Utilize outbound calling and cross-selling tools to further develop relationships with current members.
Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss.
Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union.
Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union.
Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence.
Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners.
Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service.
Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union.
Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies.
Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership.
Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change.
Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network.
Consistently meet or exceed established performance metrics, contributing to the Credit Union's goals and delivering a high standard of service.
Knowledge, Skills and Abilities
Financial Services Specialist:
High School Diploma or Equivalent required.
Follow proper balancing and cash handling procedures
Regular and predictable attendance
Demonstrate company core values
Ability to work scheduled hours including, weekend and overtime, when applicable
Receptiveness to accepting and applying feedback
Attention to detail
Proficiency in member service
Excellent listening skills
Clear and effective communication skills
Professional business etiquette and presentation skills, including maintaining a professional workspace
Strong sales skills with identifiable results
Critical thinking and problem-solving skills
Effective use of fraud detection and prevention techniques
Effective written and verbal communication skills
Skills in de-escalating and resolving escalating member situations
Adaptability and flexibility
Analytical skills and the ability to work independently
Math and general clerical aptitude
Ability to multitask and prioritize
Reliable and dependable
Error free typing skills with emphasis on accuracy
Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred
High School Diploma or GED
Competencies
Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate.
Physical Demands and Work Environment
May be required to remain in a stationary position for an extended period
Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage
Ability to move about inside of office area
Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure
The working arrangement for this position is onsite
Ability to safely lift, carry, and move items as required for branch operations
Disclaimer
Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate.
MSUFCU is an affirmative-action, equal-opportunity employer.
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
$18-19 hourly 6d ago
Full Time Universal Banker/Teller I
First Mid Bank & Trust 4.0
Personal banker job in Roscoe, IL
Position: Full Time Universal Banker/Teller I Location: Roscoe, IL
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:
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
Pay Range: $17.50 - $19.62 per hour Apply for this Position
$17.5-19.6 hourly 3d 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. 10d ago
Universal Banker
Community State Bank 4.3
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 1d ago
Teller/Universal Banker
Stillman Bank
Personal banker job in Roscoe, IL
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 $15.00 - $17.00. Candidates with direct banking experience as a Universal Banker (or similar role) will be eligible for a higher pay range.
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 $15.00-$19.00
$15-17 hourly 48d ago
Universal Banker
Foresight Financial Group
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 personalbanker 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.
How much does a personal banker earn in Rockford, IL?
The average personal banker in Rockford, IL earns between $31,000 and $49,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Rockford, IL
$39,000
What are the biggest employers of Personal Bankers in Rockford, IL?
The biggest employers of Personal Bankers in Rockford, IL are: