Old Second National Bank
Universal Banker I, II, III - Aurora (West Galena)
Old Second National Bank, Aurora, Illinois, United States, 60505
Overview
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. Responsibilities
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. Tiered Responsibilities
Senior Universal Banker (Level 2) – Additional Responsibilities/Focus
Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities. Leads branch by example through exceptional customer service. Universal Relationship Banker (Level 3) – Additional Responsibilities/Focus
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. Qualifications
High school diploma (or equivalent) and related experience as described for each level. 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. Compensation and Benefits
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. 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. Eligible for Retail Incentive Plan. Other Notes
This job is an onsite position at our bank branch. Applicants should reside in the Greater Chicagoland area and be able to work onsite daily. Training and onboarding: If hired, formal training spans a 90-day period with two weeks of teller training and two weeks of banker training, scheduled within 90 days. Training hours are typically 9am-5pm and can occur at multiple locations. Onboarding questions related to workplace relationships, availability, and regulatory compliance may be part of the application process. Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is voluntary and will not be considered in the hiring process. Any information provided will be confidential. As set forth in Old Second National Bank’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any protected veteran categories, indicate accordingly. This information is collected for compliance with VEVRAA. Categories include: Disabled veteran Recently separated veteran Active duty wartime or campaign badge veteran Armed Forces service medal veteran Disability Self-Identification: This form is voluntary and confidential. Details and disability list are provided for OFCCP compliance. For more information, see the OFCCP and DOL websites.
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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. Responsibilities
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. Tiered Responsibilities
Senior Universal Banker (Level 2) – Additional Responsibilities/Focus
Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities. Leads branch by example through exceptional customer service. Universal Relationship Banker (Level 3) – Additional Responsibilities/Focus
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. Qualifications
High school diploma (or equivalent) and related experience as described for each level. 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. Compensation and Benefits
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. 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. Eligible for Retail Incentive Plan. Other Notes
This job is an onsite position at our bank branch. Applicants should reside in the Greater Chicagoland area and be able to work onsite daily. Training and onboarding: If hired, formal training spans a 90-day period with two weeks of teller training and two weeks of banker training, scheduled within 90 days. Training hours are typically 9am-5pm and can occur at multiple locations. Onboarding questions related to workplace relationships, availability, and regulatory compliance may be part of the application process. Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is voluntary and will not be considered in the hiring process. Any information provided will be confidential. As set forth in Old Second National Bank’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any protected veteran categories, indicate accordingly. This information is collected for compliance with VEVRAA. Categories include: Disabled veteran Recently separated veteran Active duty wartime or campaign badge veteran Armed Forces service medal veteran Disability Self-Identification: This form is voluntary and confidential. Details and disability list are provided for OFCCP compliance. For more information, see the OFCCP and DOL websites.
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