Universal Banker I, II, III - Lombard, IL (Westmore)

Old Second Bancorp
United States
Workplace: OnsiteFull timeUSD 18.1 - 29 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Professional communication","Sales referral","Organization","Compliance"]

Provide front-line customer service and sales by opening, closing, and maintaining customer accounts; performing account maintenance; and identifying cross-sell opportunities. Serve customers with strong product knowledge across retail banking options, including learning more complex products such as IRAs and loans. Handle Teller cross-training transactions as needed, support branch sales/service goals, follow compliance requirements, and help ensure operational accuracy.

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FursaFursa
Old Second Bancorp
Old Second Bancorp
1 month ago

Universal Banker I, II, III - Lombard, IL (Westmore)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Provide front-line customer service and sales by opening, closing, and maintaining customer accounts; performing account maintenance; and identifying cross-sell opportunities. Serve customers with strong product knowledge across retail banking options, including learning more complex products such as IRAs and loans. Handle Teller cross-training transactions as needed, support branch sales/service goals, follow compliance requirements, and help ensure operational accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Meet sales and service goals by profiling customers, building relationships, using sales and customer service software, participating in sales campaigns, and following up by phone or email.
  • •Accurately open, close, and maintain customer accounts while understanding material from Personal Banker training manuals.
  • •Advise customers using knowledge of banking products and services, beginning to apply knowledge to more complex retail products such as IRAs and loans.
  • •Provide high levels of customer service to support strong branch ratings, including internal survey results.
  • •Cross-train as a Teller as needed to handle basic transactions (checks, deposits, withdrawals) while adhering to compliance and operational accuracy requirements (e.g., balancing drawer, BSA/Fraud/CTR, CIP, beneficial ownership).

Pay and Benefits

Salary: USD 18.1 - 29 hourly

Key Requirements

  • •High school diploma (or equivalent) and 1+ years of related experience (banking, cash handling, customer service and/or sales, office) depending on level.
  • •Must become licensed with NMLS registration within 60 days of assuming the role and meet bank training requirements.
  • •Must work onsite to perform the responsibilities of the position.
  • •For Level 2, 2 years of related experience; for Level 3, 3+ years including some banking/sales, client relationship management, consultancy experience, or cash handling.
  • •For Level 3, successfully complete the Universal (Relationship) Banker Cross Training Development Plan curriculum (or equivalent experience).
Experience:1+ years
Education:High School
Skills:Customer serviceProfessional communicationSales referralOrganizationCompliance
Licenses:NMLS registration
Languages:English

Company Brief

Old Second Bancorp
Community-focused bank holding company providing commercial, consumer, and wealth management services through Old Second National Bank. Serves businesses and individuals across Illinois with deposit, lending, treasury management, and digital banking solutions.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Aurora, United States
Founded: 1871
WebsiteLinkedIn