Talent.com
Universal Banker I, II, III - Villa Park, IL
Universal Banker I, II, III - Villa Park, ILOld Second National Bank • Villa Park, IL, United States
Universal Banker I, II, III - Villa Park, IL

Universal Banker I, II, III - Villa Park, IL

Old Second National Bank • Villa Park, IL, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Who We Are

At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.

With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!

Position Overview

The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed.

Essential Job Function - all levels

  • Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns. Follows up with customers by phone or email.
  • Accurately opens, closes, and maintains customer accounts according to established policies and procedures. Understands material covered in Personal Banker training manuals.
  • Utilizes strong knowledge of Old Second products and services to advise new and existing customers of Old Second's comprehensive portfolio of banking options. Begins to learn and apply knowledge to more complicated retail products including IRAs and loans.
  • Maintains a high level of customer service to assist the branch in obtaining the highest customer service ratings, including internal survey results.
  • Utilizes cross training as a Teller to fill in as needed behind the Teller line to handle basic transactions including cashing checks, processing deposits and withdrawals, and adhering to processes and procedures including balancing drawer.
  • Maintain working knowledge of all internal and legislated compliance and regulations including satisfactory completion of all annual training.
  • Responsible for Operational Accuracy and Compliance (ex. Records, TD Ops, BSA / Fraud / CTR's, BAI, Signature Cards, CIP, Beneficial Ownership).
  • Maintains flexibility in work schedule including opening / closing branch as needed. Demonstrates willingness to fill in at other OSB locations as needed.

Additional Responsibilities / Focus of Senior Universal Banker (Level 2) :

  • Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities.
  • Leads branch by example through exceptional customer service.
  • Additional Responsibilities / Focus of Universal Relationship Banker (Level 3) :

  • Manages a book of Retail Banking clients by maintaining regular contact, advising on Personal Banking matters, and serving as a liaison to other business lines for their client base.
  • Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities.
  • Proactively connects with prospects and clients in the pursuit of new and cross sales opportunities. Utilizes each client communication to deepen customer relationships and loyalty to bank.
  • Refers other lines of business, such as Wealth Management, Mortgage and Commercial.
  • Has deep understanding and applied knowledge of more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate.
  • Minimum Requirements :

    Universal Banker (Level 1) :

  • High school diploma (or equivalent) and one year of related experience (banking, cash handling, customer service and / or sales, office, etc.); or equivalent combination of education and experience.
  • Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
  • Must work onsite to perform responsibilities of this position.
  • Senior Universal Banker (Level 2) :

  • High school diploma (or equivalent) and two years of related experience (banking, cash handling, customer service and / or sales, office, etc.); or equivalent combination of education and experience.
  • Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
  • Must work onsite to perform responsibilities of this position.
  • Universal Relationship Banker (Level 3) :

  • High school diploma (or equivalent) and three or more years of related experience which includes some banking and / or sales, client relationship management, consultancy experience, or cash handling, or equivalent combination of education and experience.
  • Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
  • Must successfully complete Universal (Relationship) Banker Cross Training Development Plan curriculum (or equivalent experience).
  • Must work onsite to perform responsibilities of this position.
  • Competencies - All levels

  • Demonstration of excellent customer service and professional communication.
  • Dedication to product promotion, sales referrals, and cross selling products / services.
  • Math and computer proficiency. Technical aptitude toward learning and utilizing bank software applications.
  • Basic understanding of banking, check processing, credits and debits.
  • Focus and organization during periods of high volume or interruption.
  • Reliable : dedication & commitment to work; follow-through on all tasks.
  • Knowledge and compliance with bank rules and regulations.
  • Preferred, but not required

  • Associate or Bachelor's degree preferred.
  • Note : Job levels and hiring decisions are based upon both the business needs at the Retail Bank location and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a level 2 or 3 Universal Banker role but may be hired in at a lower level based upon branch business needs and staffing dynamics.

    Compensation & Benefits

    Universal Banker - Level 1

    Base pay : $18.10 - $22.50 / hour. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.

    Variable pay : Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.

    Senior Universal Banker - Level 2

    Base pay : $20.50 - $26.50 / hour. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.

    Variable pay : Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.

    Universal Relationship Banker - Level 3

    Base pay : $22.55 - $29.00 / hour. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.

    Variable pay : Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.

    Benefits : How We Support You - Old Second

    Thanks for considering Old Second!

    [job_alerts.create_a_job]

    Universal Banker • Villa Park, IL, United States

    [internal_linking.similar_jobs]
    Specialist II, Dual Credit Engagement

    Specialist II, Dual Credit Engagement

    InsideHigherEd • Joliet, Illinois, United States
    [job_card.full_time] +1
    Specialist II, Dual Credit Engagement.POSITION TITLE : Specialist II, Dual Credit Engagement.DEPARTMENT : Dual Credit & P 20 Partnerships. REPORTS TO : Manager, Dual Credit and P-20 Partnerships.Competi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Team Member

    Team Member

    Steak 'n Shake Downers Grove • Downers Grove, IL, US
    [job_card.full_time]
    Team Member – Steak ’n Shake - Paying up to $18.More Than a Job – Be Part of the Steak ’n Shake Legacy.At Steak ’n Shake, being a Team Member means more than serving f...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Cashier Supervisor

    Cashier Supervisor

    K-1 Speed Inc • 60089, IL, US
    [job_card.full_time] +1
    As the nation’s indoor electric karting leader and innovator for over the past decade, K1 Speed does not compromise on the quality and value of the product we offer.Through our industrial go-...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Universal Banker

    Universal Banker

    Millennium Bank • Oak Brook, IL, US
    [job_card.full_time]
    Function : Responsible for conducting timely and accurate teller transactions, vault transactions and fulfilling customer requests in accordance with bank policies and regulations.Additional respons...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Floating Universal Teller

    Floating Universal Teller

    Community Trust Credit Union • Gurnee, IL, United States
    [job_card.full_time]
    Are you looking for an amazing sales and customer service job with daytime hours, paid holidays, and terrific benefits?.Some of our fabulous benefits include paid time off, flexible schedule, healt...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Branch Specialist (Personal Banker)

    Senior Branch Specialist (Personal Banker)

    Consumers Credit Union • Kildeer, IL, United States
    [job_card.full_time]
    Join Consumers Credit Union in Kildeer, IL.Personal Banker) to join the team!.As a Senior Branch Specialist (Personal Banker), you'll develop relationships with our members, become their financial ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor | Joliet

    Wealth Advisor | Joliet

    Busey Bank • Joliet, IL, United States
    [job_card.full_time]
    The Private Wealth Advisor's (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communicat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Universal Banker I, II, III - Villa Park, IL

    Universal Banker I, II, III - Villa Park, IL

    Old Second National Bank • Villa Park, Illinois, United States
    [job_card.full_time]
    At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.With great employe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Leasing Associate - Lease-Up

    Leasing Associate - Lease-Up

    Continental Properties • Deerfield, IL, United States
    [job_card.full_time]
    Successful Leasing Associates demonstrate an unparalleled commitment to customer service and resident satisfaction while helping clients find their perfect home. Community Manager of the property.Ad...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker - Chicago O'Hare Market - Bloomingdale, IL

    Relationship Banker - Chicago O'Hare Market - Bloomingdale, IL

    Chase • Bloomingdale, IL, US
    [job_card.full_time]
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Universal Banker

    Universal Banker

    Peoples Bank • Orland Park, IL, USA
    [job_card.full_time]
    [filters_job_card.quick_apply]
    This is a great opportunity for a Floating Universal Banker I within the Chicago suburbs.This position requires travel to various Illinois locations, excluding those within the city of Chicago.Prov...[show_more]
    [last_updated.last_updated_1_day]
    Branch Specialist (Limited Part Time)

    Branch Specialist (Limited Part Time)

    Consumers Credit Union • Carol Stream, IL, United States
    [job_card.part_time]
    Great Place To Work certified company.Our Carol Stream branch is currently seeking a limited part time Branch Specialist. This is a member-facing position with a lot of growth potential!.This positi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Team Lead-109010

    Team Lead-109010

    Extended Stay America • Schaumburg, IL, United States
    [job_card.full_time]
    The Team Lead ("TL") position assists the General Manager ("GM") in managing the hotel operations on a day-to-day basis to ensure optimum performance and continual improvement in the Key Performanc...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst III

    Financial Analyst III

    Spectraforce Technologies • North Chicago, IL, United States
    [job_card.full_time]
    As the Transparency Analyst, you will have the chance to work with a team of analysts to review and approve a variety of transactions for Transparency compliance tracking.The Transparency Analyst i...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Restaurant Team Member - Cashier, Server

    Restaurant Team Member - Cashier, Server

    Noodles & Company • Grayslake, IL, US
    [job_card.full_time] +1
    Be a Part of Something Uncommonly Good.FOH) crew as cashiers or servers.We craft more than bowls of noodles – we create moments that bring people together. Whether it’s preparing a perfe...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker-Townline and Lake Branch - Mundelein, IL

    Relationship Banker-Townline and Lake Branch - Mundelein, IL

    Illinois Staffing • Mundelein, IL, US
    [job_card.full_time]
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Banking Contact Center Representative

    Banking Contact Center Representative

    TEKsystems • Naperville, IL, United States
    [job_card.permanent]
    Contact Center Representative • •Location : • Naperville, IL (Onsite).Schedule : • 35-hour work week | Monday-Friday.Contract Duration : • 6 Months (Potential for Permanent Hire).About the Role • We are se...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Specialist II, Dual Credit Engagement

    Specialist II, Dual Credit Engagement

    Joliet Junior College • Joliet, IL, United States
    [job_card.full_time] +1
    Specialist II, Dual Credit Engagement.POSITION TITLE : Specialist II, Dual Credit Engagement.DEPARTMENT : Dual Credit & P 20 Partnerships. REPORTS TO : Manager, Dual Credit and P-20 Partnerships.Compet...[show_more]
    [last_updated.last_updated_30] • [promoted]