Universal Banker I, II, III - Ottawa

Universal Banker I, II, III - Ottawa 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! The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed. Essential Job Function All levels 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. Additional Responsibilities/Focus of Senior Universal Banker (Level 2) Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities. Leads branch by example through exceptional customer service. Additional Responsibilities/Focus of Universal Relationship Banker (Level 3) 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 through daily customer interactions and proactive sales opportunities. 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. Refers other lines of business, such as Wealth Management, Mortgage and Commercial. Has deep understanding and applied knowledge of more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate.