About The Position

The Universal Banker Floater provides visible, accessible customer service and helps customers with their banking needs. The role performs frontline service and sales activities, including opening, closing, and maintaining accounts, identifying sales and cross-selling opportunities, and performing basic teller functions as needed. The floater works across multiple Old Second branches in Carol Stream, Aurora, Elgin, Bensenville, Chicago, Bloomingdale, Wheaton, and South Holland, based on business needs. The position requires flexibility to open or close branches and to cover other locations as needed. The employee must work onsite. Branch hours are Monday through Friday, 8 a.m. to 6 p.m., and Saturday, 8 a.m. to 12 p.m. The role is eligible to participate in the Retail Incentive Plan, with payment varying based on sales performance. Travel reimbursement is provided for travel beyond the home branch under the bank's expense reimbursement policy.

Requirements

  • High school diploma or equivalent and one year of related experience in banking, cash handling, customer service, sales, office work, or a combination of education and experience considered equivalent.
  • Obtain NMLS registration within 60 days of assuming the role and meet bank training requirements.
  • Work onsite and be able to work at the Carol Stream, Aurora, Elgin, Bensenville, Chicago, Bloomingdale, Wheaton, and South Holland locations.
  • Demonstrate excellent customer service and professional communication.
  • Show dedication to product promotion, sales referrals, and cross-selling products and services.
  • Demonstrate math and computer proficiency and aptitude for learning and using bank software applications.
  • Have a basic understanding of banking, check processing, credits, and debits.
  • Maintain focus and organization during high-volume periods or interruptions.
  • Demonstrate reliability, commitment to work, and follow-through on tasks.
  • Know and comply with bank rules and regulations.
  • Be able to multitask and follow through on responsibilities.

Nice To Haves

  • Associate or bachelor’s degree.
  • Prior experience as a teller or personal banker.

Responsibilities

  • Meet sales and service goals through customer profiling, relationship building, use of sales and customer-service software, and participation in sales campaigns; follow up with customers by phone or email.
  • Open, close, and maintain customer accounts accurately and in accordance with established policies and procedures.
  • Advise new and existing customers about Old Second products and services, and develop knowledge of more complicated retail products, including IRAs and loans.
  • Provide a high level of customer service to support branch customer-service ratings, including internal survey results.
  • Cross-train as a teller and cover basic transactions as needed, including cashing checks and processing deposits and withdrawals; follow procedures and balance the drawer.
  • Maintain working knowledge of internal and legislated compliance requirements and regulations, including completing annual training satisfactorily.
  • Support operational accuracy and compliance, including records, TD Ops, BSA/Fraud/CTR’s, BAI, signature cards, CIP, and beneficial ownership.
  • Maintain schedule flexibility, including opening or closing branches as needed, and cover other Old Second locations as required.

Benefits

  • Travel reimbursement for travel beyond the home branch under Old Second’s expense reimbursement policy.
  • Eligibility to participate in the Retail Incentive Plan, with payment varying based on sales performance.
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