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

Universal Banker I, II, III - Joliet

Old Second National BankJoliet, IL, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.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 : $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!

    serp_jobs.job_alerts.create_a_job

    Universal Banker • Joliet, IL, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Universal Banker I, II, III - North Aurora

    Universal Banker I, II, III - North Aurora

    Old Second National BankNorth Aurora, IL, US
    serp_jobs.job_card.full_time
    Universal Banker I, II, III - North Aurora.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Universal Banker I, II, III - Aurora (Orchard)

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

    Old Second National BankAurora, IL, US
    serp_jobs.job_card.full_time
    Universal Banker I, II, III - Aurora (Orchard).At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Universal Banker I, II, III - North Aurora

    Universal Banker I, II, III - North Aurora

    Old Second Bancorp IncNorth Aurora, IL, United States
    serp_jobs.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Universal Banker I - Floater (Chicago Suburbs)

    Universal Banker I - Floater (Chicago Suburbs)

    Peoples BankOrland Park, IL, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Universal Banker I, II, III - Aurora (West Galena)

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

    Old Second Bancorp IncAurora, IL, United States
    serp_jobs.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Full Time Teller - Evergreen Park

    Full Time Teller - Evergreen Park

    Old Second National BankEvergreen Park, IL, US
    serp_jobs.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Commercial Credit Underwriter I, II

    Commercial Credit Underwriter I, II

    Old Second National BankDowners Grove, IL, US
    serp_jobs.job_card.full_time
    Commercial Credit Underwriter I & II.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 on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Bilingual Branch Manager

    Bilingual Branch Manager

    SurgeJoliet, IL, US
    serp_jobs.job_card.full_time
    As a leader in the staffing, recruiting and business services industries, SURGE Staffing is dedicated to connecting great employees with great companies. The Bilingual Branch Manager is responsible ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Universal Banker II- Commercial

    Universal Banker II- Commercial

    Peoples BankChicago, IL, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Universal Banker I, II, III - Aurora (Orchard)

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

    Old Second Bancorp IncAurora, IL, United States
    serp_jobs.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Universal Banker

    Universal Banker

    Millennium BankChicago, IL, US
    serp_jobs.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Medical Coder III

    Medical Coder III

    Endeavor HealthWarrenville, Illinois, US
    serp_jobs.job_card.full_time
    The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors.Hours : Monday-Friday, [hours and flexible work schedules].The Medical Coder III is ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Universal Banker I, II, III - Joliet

    Universal Banker I, II, III - Joliet

    Old Second National BankJoliet, IL, US
    serp_jobs.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Universal Banker I, II, III - Joliet

    Universal Banker I, II, III - Joliet

    Old Second Bancorp IncJoliet, IL, United States
    serp_jobs.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Part Time Teller

    Part Time Teller

    PNCNaperville, IL, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Universal Banker I, II, III - Aurora (West Galena)

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

    Old Second National BankAurora, IL, US
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Associate (Wilmington)

    Tax Associate (Wilmington)

    IntuitWilmington, Illinois, US
    serp_jobs.job_card.part_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    US Customs and Border ProtectionGodley, IL, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    Universal Banker I – Floater (Chicago Suburbs)

    Universal Banker I – Floater (Chicago Suburbs)

    Peoples BankOrland Park, IL, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    For additional information, please reviewCiti's Privacy Policy.

    For additional information, please reviewCiti's Privacy Policy.

    CitigroupWinnetka, IL, US
    serp_jobs.job_card.full_time
    The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team.This role n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30