What are the responsibilities and job description for the customer relationship banker position at Old Second National Bank?
We're proud of our growth from a single location to 50 locations and over $6 billion dollars in assets. At Old Second, we value community and growth.
The Universal Banker positions, levels I, II, and III (Universal Banker, Senior Universal Banker, and Universal Relationship Banker), provide front-line customer service and sales, including opening and closing accounts, performing account maintenance, profiling customers for new sales opportunities, and basic Teller functions.
Key Responsibilities:
- Meet sales and service goals by engaging in Bank sales processes, building strong customer relationships, and utilizing sales and customer service software
- Accurately open, close, and maintain customer accounts according to established policies and procedures
- Understand material covered in Personal Banker training manuals
- Utilize knowledge of Old Second products and services to advise customers
- Maintain high-level customer service to assist the branch in achieving highest customer service ratings
- Fulfill Tellers duties as needed, handling transactions and adhering to processes and procedures
Additional Responsibilities for Senior Universal Banker (Level 2):
- Manage a book of Retail Banking clients by maintaining regular contact and advising on Personal Banking matters
- Serve as a liaison to other business lines for their client base
- Deepen customer relationships and loyalty to the bank
Additional Responsibilities for Universal Relationship Banker (Level 3):
- Refer other lines of business, such as Wealth Management, Mortgage, and Commercial
Requirements:
- High school diploma (or equivalent) and one year of related experience
- Become licensed with NMLS registration within 60 days
- Meet Bank training requirements
