Universal Banker: Growth & Relationships (I-III)

Old Second National Bank; Ottawa (IL); On-site; USD 25,000 - 40,000; Full time

Benefits offered by this job

Retail Incentive Plan

Job summary

Old Second National Bank is seeking Universal Bankers at Levels 1-3 to deliver exceptional customer service, open/maintain accounts, and cross-sell across the bank’s product suite. Positions require on-site availability during standard branch hours and compliance with NMLS licensing timelines.

Roles vary by level, with increasing responsibility in relationship management and sales leadership, and eligibility for Retail Incentive Plan.

Qualifications

• High school diploma (or equivalent) and one year of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience.
• Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
• onsite position requiring availability during branch operating hours, including Monday through Friday from 8:30am to 5:30pm and Saturday from 8:30am to 1:00pm.

Responsibilities

• 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 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.

Skills

Customer service

Sales

Communication

Attention to detail

Time management

Education

High school diploma or equivalent

Associate or Bachelor's degree preferred

Tools

Banking software

Job description

Old Second National Bank is seeking Universal Bankers at Levels 1-3 to deliver exceptional customer service, open/maintain accounts, and cross-sell across the bank’s product suite. Positions require on-site availability during standard branch hours and compliance with NMLS licensing timelines.

Roles vary by level, with increasing responsibility in relationship management and sales leadership, and eligibility for Retail Incentive Plan.