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Banking, Financial Services

Universal Banker Floater - Sycamore, IL

Bartlett, ILOnsiteFull TimeEntry-level (exp-based)Posted 1 month ago

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Required skills

  • sales goals
  • sales processes
  • customer relationships
  • sales campaigns
  • retail products
  • IRAs
  • loans
  • customer service
  • Teller operations
  • basic transactions

Nice to have

  • Associate or bachelor’s degree
  • teller
  • personal banker

Role summary

Old Second is seeking a full-time Universal Banker Floater to provide exceptional banking experiences across its branch network, primarily in Sycamore, IL, with occasional support in Elburn, St. Charles, and Bartlett. This role involves opening and closing accounts, performing account maintenance, building customer relationships, and supporting Teller operations. The Universal Banker will meet sales and service goals by engaging in sales processes, utilizing sales software, and participating in campaigns. Responsibilities include advising customers on banking products, learning about retail products like IRAs and loans, maintaining high customer service standards, and performing basic teller transactions. The role also requires maintaining knowledge of compliance and regulations, and demonstrating flexibility in work schedule and location support. A high school diploma and one year of related experience are required, along with obtaining NMLS registration within 60 days.

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!

Move your career forward at Old Second.

Position Overview

Join our team as a full-time Universal Banker Floater and help deliver an exceptional banking experience to customers across our branch network. Based primarily at our Sycamore branch, this position will occasionally provide support at our Elburn, St. Charles, and Bartlett locations. The role reports to the Sycamore Branch Manager and is responsible for opening and closing accounts, completing account maintenance, developing strong customer relationships, and supporting Teller operations as needed.

Essential Job Functions

  • 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 strong knowledge of Old Second products and services to advise new and existing customers of Old Second’s comprehensive portfolio of banking options. Begins to learn and apply knowledge to more complicated retail products including IRAs and loans.
  • Maintains a high level of customer service to assist the branch in obtaining the highest customer service ratings, including internal survey results.
  • 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.

    • Minimum Requirements

  • 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.
  • Must work onsite to perform responsibilities of this position. (Sycamore, Elburn, St. Charles, and Bartlett, IL)
  • Branch hours: Monday-Friday, 8:30am-5:30pm and Saturday, 8:30am-1pm.

    • Competencies

  • Demonstration of excellent customer service and professional communication.
  • Dedication to product promotion, sales referrals, and cross selling products/services.
  • Math and computer proficiency. Technical aptitude toward learning and utilizing bank software applications.
  • Basic 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
  • Knowledge and compliance with bank rules and regulations.
  • Multi-task and follow-through on all responsibilities.

    • Preferred, but not required

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

    • Compensation & Benefits

    Base pay: $18.10 - $22.50/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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