What are the responsibilities and job description for the Universal Banker I, II, III - Aurora (Eola) Bilingual Spanish Required position at Old Second National Bank?
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) :
Additional Responsibilities / Focus of Universal Relationship Banker (Level 3) :
Minimum Requirements :
Universal Banker (Level 1) :
Senior Universal Banker (Level 2) :
Universal Relationship Banker (Level 3) :
Competencies - All levels
Preferred, but not required
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!
Salary : $18 - $23
