Universal banker

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.

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!

Join Old Second as a Senior Universal Banker!

Position Overview

The Senior Universal Banker position is 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.

The Senior Universal Banker will have a proven record of exceeding sales goals in all areas, including referrals to other lines of business such as Wealth Management, Mortgage and Commercial.

Essential Job Functions

Meets elevated 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.

Understands and applies knowledge to more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate.

• Leads branch by example in practicing exceptional customer service 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.

Minimum Requirements

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.

Competencies

• Demonstration of excellent customer service and professional communication.
• Develops and builds deep relationships internally and externally.
• Proven track record of meeting or exceeding sales and service goals.
• Dedication to product promotion, sales referrals, and cross selling products / services.
• Math and computer proficiency. Technical aptitude utilizing bank software applications.
• Intermediate 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.
• Two or more years as teller or banker strongly preferred.

Thanks for considering Old Second!

Last updated : 2024-04-10