Full-Time Universal Banker II
First Mid · McHenry, IL · 1 mo ago
FinanceFull-time
Compensation
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as education, skills, internal equity, and experience. This position also offers discretionary short‑term incentives (bonus, incentives, and/or commission).
Benefits
- Comprehensive healthcare, dental, and vision coverage with HSA match
- Well‑being benefits
- Paid family leave
- Generous paid time off, paid holidays, and parental leave
- Banking perks
- Tuition reimbursement
- Employee Stock Purchase Plan
- 401(k) plan with company match
- Performance‑based bonuses
Incentives and benefits are subject to eligibility requirements.
Responsibilities
- Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
- Abide by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust.
- Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines, including deposits, withdrawals, payments, check cashing, issuing cashier’s checks, and additional transactions upon request.
- Gain manager assistance with any suspicious transactions.
- Obtain management approval for transactions outside authorized limits.
- Adhere to all bank compliance, security, and operational policies and procedures as well as financial loss standards.
- Maintain a cash drawer by performing daily balancing procedures and assist with daily operational branch duties.
- Independently open personal and commercial customer account relationships, displaying full knowledge of products and systems.
- Open deposit‑related products including IRA, Trust, Business, POA, Estate, etc.
- Perform changes to existing accounts as requested by the customer.
- Proficiently originate consumer loan applications independently.
- Train Tellers or other Universal Bankers on sales and operational duties associated with the role.
- Proactively look for ways to improve processes that will enhance the customer experience and communicate those ideas to branch management.
- If applicable, allow entry of safe deposit box holders.
- Maintain professional appearance and conduct per the Employee Handbook.
- Maintain customer confidentiality.
- May process consumer loan requests.
- May participate in bank promotions, external community events, and promotional activities.
- May be required to work in other First Mid Banking centers.
- Complete other specified duties as assigned.
- Develop and maintain relationships with business partners and customers.
- Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking.
- Maintain product knowledge of all banking products through training courses, branch meetings, corporate communications, etc.
- Identify growth opportunities to make referrals to appropriate business lines.
- Consistently meet or exceed established goals for the position.
Qualifications
- High School Diploma/GED required.
- 2+ years experience working in a sales and goal‑based environment.
- 1+ year of banking and/or consumer lending experience.
- Previous sales experience preferred.
- Successfully complete required compliance and First Mid training curriculum to be proficient in the account opening process.
- Advancement in this role will be based on management discretion.
Skills
- Knowledge of banking practices and regulations.
- Proficient in Microsoft Office and computer applications.