Universal Banker I, II, III - Bolingbrook, IL (East Boughton Rd)

Old Second National Bank•Bolingbrook, IL

11d•$18 - $29•Onsite

About The Position

Old Second is hiring Universal Bankers at levels I, II, and III (Universal Banker, Senior Universal Banker, and Universal Relationship Banker) for its Bolingbrook, Illinois branch on East Boughton Road. These roles provide front-line customer service and sales, including opening, closing, and maintaining accounts; identifying sales and cross-selling opportunities; and performing basic teller functions as needed. All levels work toward sales and service goals by engaging customers, building relationships, using sales and customer-service software, participating in campaigns, and following up by phone or email. Bankers advise customers on Old Second products and services, maintain high service standards, follow operational and regulatory requirements, and cross-train to cover teller transactions. The role requires schedule flexibility, including opening or closing the branch and filling in at other Old Second locations as needed. Level II bankers additionally pursue elevated goals and lead by example through exceptional service. Level III Universal Relationship Bankers manage a portfolio of retail banking clients, maintain regular contact, advise on personal banking matters, coordinate referrals to other business lines, and seek opportunities to deepen relationships and generate new or cross sales. They also have advanced knowledge of products such as IRAs and loans and may support or train colleagues on those products. All levels require an NMLS registration within 60 days of assuming the role and completion of bank training requirements. The position is onsite and requires availability during branch hours: Monday through Friday, 8:30 a.m. to 5:30 p.m., and Saturday, 8:30 a.m. to 1:00 p.m.

Requirements

Level I: High school diploma or equivalent and one year of related experience in banking, cash handling, customer service, sales, office work, or a related area; or an equivalent combination of education and experience.
Level II: High school diploma or equivalent and two years of related experience in banking, cash handling, customer service, sales, office work, or a related area; or an equivalent combination of education and experience.
Level III: High school diploma or equivalent and three or more years of related experience, including some banking and/or sales, client relationship management, consultancy experience, or cash handling; or an equivalent combination of education and experience.
Obtain NMLS registration within 60 days of assuming the role and meet Bank training requirements.
Level III: Successfully complete the Universal (Relationship) Banker Cross Training Development Plan curriculum or have equivalent experience.
Demonstrate excellent customer service and professional communication.
Show dedication to product promotion, sales referrals, and cross-selling products and services.
Have math and computer proficiency and technical 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 available during branch operating hours, including weekdays and Saturdays; the position is onsite.

Nice To Haves

Associate or bachelor’s degree preferred.

Responsibilities

Meet sales and service goals through customer engagement, relationship building, profiling, sales campaigns, and follow-up by phone or email.
Accurately open, close, and maintain customer accounts in accordance with policies and procedures.
Advise new and existing customers on Old Second’s banking products and services, and develop knowledge of more complicated retail products such as IRAs and loans.
Provide high-quality customer service to help the branch achieve strong customer-service ratings.
Cross-train as a teller and perform basic transactions, including cashing checks and processing deposits and withdrawals; follow procedures and balance the cash drawer.
Maintain knowledge of internal and legislative compliance requirements and complete annual training.
Maintain 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 the branch and covering at other Old Second locations as needed.
For Level II: pursue elevated sales and service goals and lead by example through exceptional customer service.
For Level III: manage a book of retail banking clients, maintain regular contact, advise on personal banking matters, and serve as a liaison to other business lines.
For Level III: proactively connect with prospects and clients to pursue new and cross-selling opportunities and strengthen customer relationships and loyalty.
For Level III: refer clients to other business lines, including Wealth Management, Mortgage, and Commercial.
For Level III: apply advanced knowledge of retail products such as IRAs and loans, and support or train colleagues on advanced products as appropriate.