Old Second National Bank
Universal Banker – Old Second National Bank
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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.
Utilizes strong knowledge of Old Second products and services to advise new and existing customers of Old Second’s comprehensive portfolio of banking options.
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.
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 locations as needed.
Additional Responsibilities Level 2: Senior Universal Banker
Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities.
Leads branch by example through exceptional customer service.
Level 3: Universal Relationship Banker
Manages a book of retail banking clients, maintaining regular contact and advising on personal banking matters.
Proactively connects with prospects and clients for new and cross‑sales opportunities.
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.
Job Details
Seniority Level: Entry level
Employment Type: Full‑time
Job Function: Finance and Sales
Industry: Banking
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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.
Utilizes strong knowledge of Old Second products and services to advise new and existing customers of Old Second’s comprehensive portfolio of banking options.
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.
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 locations as needed.
Additional Responsibilities Level 2: Senior Universal Banker
Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities.
Leads branch by example through exceptional customer service.
Level 3: Universal Relationship Banker
Manages a book of retail banking clients, maintaining regular contact and advising on personal banking matters.
Proactively connects with prospects and clients for new and cross‑sales opportunities.
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.
Job Details
Seniority Level: Entry level
Employment Type: Full‑time
Job Function: Finance and Sales
Industry: Banking
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