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Banking, Financial Services

Relationship Banker - Lombard (Westmore)

Lombard, ILOnsiteFull TimePosted 1 month ago

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Required skills

  • sales
  • client relationship management
  • consultancy
  • salesforce
  • banking operations
  • account opening
  • account maintenance
  • BSA/Fraud/CTR
  • CIP
  • Beneficial Ownership

Nice to have

  • personal banking
  • associate's degree

Role summary

Old Second Bank is seeking a Relationship Banker for its Lombard (Westmore) branch. This onsite role involves providing exceptional customer service and driving sales by opening/maintaining accounts, profiling clients for new and cross-sell opportunities, and acting as a liaison to other business lines. The ideal candidate will have at least three years of banking and/or sales experience, strong client relationship management skills, and proficiency with banking software. Responsibilities include meeting sales and service goals, adhering to compliance regulations, and potentially obtaining NMLS registration. A variable pay component is tied to sales performance.

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!

Provide exceptional service to our bank clients as a Relationship Banker!

Position Overview

The Relationship Banker performs at the highest branch bank level and is responsible for providing exceptional service and sales to front line customers, including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities. Individuals in this role are highly consultative and are committed to deepening and broadening client relationships; incumbents set the example to branch colleagues for leading the client experience. The Relationship Banker serves as the client liaison to other business lines.

Essential Job Functions

  • Manages a book of Retail Banking clients by maintaining regular contact, advising on Personal Banking matters, and serving as a liaison to other business lines for their client base.
  • Meets elevated 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.
  • Proactively connects with prospects and clients in the pursuit of new and cross sales opportunities. Utilizes each client communication to deepen customer relationships and loyalty to bank.
  • 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. Understands and applies knowledge to more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate.
  • Leads branch by example in practicing exceptional customer service. Maintains a high level of customer service to assist the branch in obtaining the highest customer service ratings, including internal survey results.
  • 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.
  • Refers other lines of business, such as Wealth Management, Mortgage and Commercial.

    • Minimum Requirements

  • High school diploma (or equivalent) and three or more years of related experience which includes some banking and/or sales, client relationship management, or consultancy experience; or equivalent combination of education and experience.
  • Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
  • This is an 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.

    • Competencies

  • Demonstration of exceptional customer service and professional communication.
  • Develops and builds deep relationships internally and externally.
  • Proven track record of meeting or exceeding sales and service goals.
  • Dedication to product promotion, sales referrals, and cross selling products/services.
  • Math and computer proficiency. Technical aptitude utilizing bank software applications.
  • Intermediate understanding of banking, check processing, credits and debits.
  • Focus and organization during periods of high volume or interruption.
  • Reliable: dedication & commitment to work; follow-through on all tasks.
  • Ability to stay focused and organized during periods of high volume or interruptions.
  • Knowledge and compliance with bank rules and regulations.

    • Preferred, but not required:

  • 5+ years of Personal Banking experience including strong performance in areas of sales and service.
  • Associate or Bachelor’s degree preferred.

    • ­­­­­­Compensation & Benefits

    Base pay: $22.55 - $28.50/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.

    Benefits: How We Support You - Old Second

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