Talent.com
Universal Banker I, II, III - Joliet

Universal Banker I, II, III - Joliet

Old Second National BankJoliet, IL, United States
9 days ago
Job type
  • Full-time
Job description

Who We Are

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

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

Position Overview

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

Essential Job Function - all levels

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

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

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

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

    Universal Banker (Level 1) :

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

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

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

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

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

    Compensation & Benefits

    Universal Banker - Level 1

    Base pay : $17.50 - $22.50 / hour. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.

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

    Senior Universal Banker - Level 2

    Base pay : $20.10 - $26.00 / hour. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.

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

    Universal Relationship Banker - Level 3

    Base pay : $22.00 - $28.00 / hour. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.

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

    Benefits : How We Support You - Old Second

    Thanks for considering Old Second!

    Create a job alert for this search

    Universal Banker • Joliet, IL, United States

    Related jobs
    • Promoted
    Associate, Investment Banking - Business Services

    Associate, Investment Banking - Business Services

    StoutChicago, IL, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show moreLast updated: 30+ days ago
    • Promoted
    Universal Banker I, II, III - North Aurora

    Universal Banker I, II, III - North Aurora

    Old Second Bancorp IncNorth Aurora, IL, United States
    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 moreLast updated: 3 days ago
    • Promoted
    Head Universal Banker Glenview Branch

    Head Universal Banker Glenview Branch

    CitigroupGlenview, IL, US
    Full-time
    Head Universal Banker Glenview Branch.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll h...Show moreLast updated: 10 days ago
    • Promoted
    Universal Banker I, II, III - Aurora (West Galena)

    Universal Banker I, II, III - Aurora (West Galena)

    Old Second Bancorp IncAurora, IL, United States
    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 moreLast updated: 3 days ago
    • Promoted
    Financial Center Manager Associate III - Wicker Park

    Financial Center Manager Associate III - Wicker Park

    Fifth Third BankChicago, IL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. As a Financial Center Manager,...Show moreLast updated: 30+ days ago
    Universal Banker II- Commercial

    Universal Banker II- Commercial

    Peoples BankChicago, IL, USA
    Full-time
    Quick Apply
    This is an exciting opportunity for a Universal Banker II.Provide prompt, efficient and friendly service to ensure an excellent customer experience to all customers and employees.Acknowledges custo...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Wealth Advisor | Joliet

    Wealth Advisor | Joliet

    Busey BankJoliet, IL, United States
    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 moreLast updated: 9 hours ago
    • Promoted
    Universal Banker I, II, III - Aurora (Orchard)

    Universal Banker I, II, III - Aurora (Orchard)

    Old Second National BankAurora, IL, United States
    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 moreLast updated: 7 days ago
    • Promoted
    Universal Banker

    Universal Banker

    Millennium BankChicago, IL, US
    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 moreLast updated: 30+ days ago
    • Promoted
    Universal Banker I, II, III - Joliet

    Universal Banker I, II, III - Joliet

    Old Second Bancorp IncJoliet, IL, United States
    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 moreLast updated: 3 days ago
    • Promoted
    Market Relationship Banker - 3956 W North Ave, Chicago, IL 60647

    Market Relationship Banker - 3956 W North Ave, Chicago, IL 60647

    Old National BankChicago, IL, United States
    Full-time
    Market Relationship Banker - 3956 W North Ave, Chicago, IL 60647.Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional power...Show moreLast updated: 30+ days ago
    • Promoted
    Lead CSR / Teller - Matteson - Full Time

    Lead CSR / Teller - Matteson - Full Time

    Fifth Third BankMatteson, IL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Provide excellent customer ser...Show moreLast updated: 29 days ago
    • Promoted
    Relationship Banker

    Relationship Banker

    Old National BankGardner, IL, United States
    Full-time
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show moreLast updated: 30+ days ago
    • Promoted
    Universal Banker I, II, III - Aurora (West Galena)

    Universal Banker I, II, III - Aurora (West Galena)

    Old Second National BankAurora, IL, US
    Full-time
    Universal Banker I, II, III - Aurora (West Galena).At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first...Show moreLast updated: 30+ days ago
    • Promoted
    Cashiering Analyst II

    Cashiering Analyst II

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Cashiering Analyst II to process mortgage payments and ensure compliance with regulatory requirements. Key Responsibilities Ensure timely and accurate posting of funds t...Show moreLast updated: 1 day ago
    • Promoted
    Full Time Teller - Evergreen Park

    Full Time Teller - Evergreen Park

    Old Second National BankEvergreen Park, IL, United States
    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 moreLast updated: 30+ days ago
    • Promoted
    Universal Banker I, II, III - Aurora (Orchard)

    Universal Banker I, II, III - Aurora (Orchard)

    Old Second Bancorp IncAurora, IL, United States
    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 moreLast updated: 3 days ago
    Universal Banker I – Floater (Chicago Suburbs)

    Universal Banker I – Floater (Chicago Suburbs)

    Peoples BankOrland Park, IL, USA
    Full-time
    Quick Apply
    This is a great opportunity for a Floating Universal Banker I.This position requires travel to various Illinois locations, excluding those within the city of Chicago. Provide prompt, efficient and f...Show moreLast updated: 30+ days ago