Universal Banker

Peoples Bank; Chicago (IL); On-site; USD 25,000 - 29,000; Full time

Job summary

Peoples Bank in the Chicago area is seeking a Universal Banker II for the Commercial Banking Center. You will provide prompt, friendly service, identify customer needs, and refer appropriate bank products to enhance the customer experience.

The role requires retail banking background, accuracy in handling accounts, and the ability to work independently and with a team, while following bank policies. Salary ranges are posted and benefits align with our standards.

Qualifications

• High school diploma or its equivalent.
• One year of retail banking experience.
• Six months of new account experience.
• Experience with Microsoft Office Suite.
• Must have a smartphone capable of Bank IT security features.

Responsibilities

• Performs UB I duties at a proficient level, including teller transactions, cash handling, and balancing the cash drawer.
• Opens new accounts for customers accurately and efficiently.
• Handles more complex customer inquiries and requests.
• Routinely refers additional products via Salesforce when appropriate.
• Demonstrates strong sales skills and works in various roles within the banking center.
• Adapts to meet customer needs and participates in bank activities.

Skills

Retail banking experience

Microsoft Office Suite

Smartphone security features

Education

High school diploma or equivalent

Tools

Salesforce

Job description

This is an exciting opportunity for a Universal Banker II at our Commercial Banking Center.

Job Summary

Provide prompt, efficient and friendly service to ensure an excellent customer experience to all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently while remaining in compliance with the established Bank policies and procedures. These individuals will need to be outgoing, sales oriented, flexible, adaptable and results driven. They must demonstrate the ability to work independently and with a team, make sound decisions and use critical thinking skills.

Duties And Responsibilities

• Performs all UB I duties at a proficient level including, but not limited to the following items:
  • Processes all teller line transactions at a proficient level; including but not limited to accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing official checks and potentially including providing overrides and approvals
  • Counts and balances the cash drawer daily, taking proactive steps to identify and resolve discrepancies when the balance is off
  • Follows BSA/AML/OFAC policies and/or procedures to report any suspicious activity
  • Always maintain integrity, including keeping all Bank business and information confidential
• Opens new accounts for customers accurately and efficiently
• Handles more complex customer inquiries and requests
• Demonstrates strong sales skills. Routinely seeks to refer additional products when appropriate and documents referrals in Salesforce (includes referrals to other lines of business)
• Moves seamlessly through the banking center acting in a variety of roles as necessary
• Adapts easily to meet all needs
• Participates in Bank and Team activities
• May seek additional responsibilities such as internal committee involvement or corporate initiatives
• May serve as backup to manager in their absence
• May possess ability to effectively mentor others

Qualifications

• High school diploma or its equivalent
• One year of retail banking experience required
• Six months of new account experience required
• Experience with Microsoft Office Suite required
• Must have smartphone (iOS or Android) that is able to support security features required by the Bank's IT security guidelines

About Us

For over a century, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.

Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.

At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional customer experience at every turn.

For more information on benefits visit the Careers page of our company website at https://www.ibankpeoples.com/resources/careers.

Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Equal Housing Lender/ Member FDIC

Salary: $17.97 - $21.14 per hour