Senior Universal Banker

About the role

Byline Bank, headquartered in Chicago, is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers, with approximately $9.9 billion in assets and over 40 branch locations in the Chicago and Milwaukee metropolitan areas. The bank offers a broad range of commercial and community banking products and services, including small‑ticket equipment leasing and U.S. Small Business Administration loans, and is a member of FDIC and an Equal Housing Lender. Byline Bank is an award‑winning workplace, recognized by U.S. News & World Report, Newsweek, Best Companies Group, Chicago Sun Times, and Illinois SHRM as a top workplace in recent years.

The Senior Universal Banker (Sr. UB) coordinates the activities of Tellers and Universal Bankers while collaborating to identify needs and explain products/services with the goal of converting service opportunities into sales events. The role performs a complete range of services for customers including processing transactions, opening/closing accounts, responding to inquiries, and assisting the team with functions relative to the daily operations of the Branch. This role supports complex transactions and sensitive client concerns while administering and explaining policies and procedures. The Sr. UB is expected to periodically travel to other branch locations to support staffing coverage and must maintain a professional image as outlined in the Byline Bank Employee Handbook.

Responsibilities

• Staff Leadership: Assists staff with scheduling, assigning work, answering questions, and problem resolution; identifies coaching opportunities and training needs; delegates duties; ensures Tellers follow the BYB Teller Training Manual; participates in branch meetings; assists staff in recognizing and facilitating cross‑selling opportunities; leads by example with excellent customer service and adherence to policies; encourages open communication.
• Sales & Service: Coaches staff to achieve production goals; works toward meeting customer service and sales expectations; maintains positive interpersonal relationships; recognizes and facilitates cross‑selling opportunities; opens and services accounts; calls on potential or existing customers to develop new business; displays exceptional customer service and sales skills; maintains accuracy and compliance in account documentation.
• Operational Responsibilities: Participates in weekly scheduling of Tellers and Universal Bankers; ensures proper dual‑control coverage; completes monthly branch certification; maintains supply levels and uses proper order forms; ensures tellers/universal bankers balance at drawer limits daily; adheres to bank policies on monies and balancing; establishes ongoing communication with management; minimizes risk of losses; maintains current knowledge of federal/state laws and bank policies; processes teller transactions accurately and timely; processes and validates coin and currency amounts for cash shipments; makes sound judgments balancing customer service and risk; knows when to escalate to management; seeks efficient, cost‑effective ways to complete tasks without sacrificing service; keeps abreast of competitor products and promotions; performs other duties as assigned.

Qualifications

• High School Degree or GED required.
• 3+ years of experience in a banking environment.
• 1+ years of experience as a Teller, Personal Banker or Universal Banker is a plus.
• Detail oriented with excellent organizational skills.
• Team player with strong desire to learn, exercise good leadership, independent judgment, discretionary thinking, creativity; able to work in a fast‑paced environment.
• Strong knowledge of Microsoft Office preferred.
• Working knowledge of banking regulatory requirements.
• Knowledgeable about a wide variety of retail bank products and administrative support.
• Strong time management skills and attention to detail.
• Ability to communicate professionally, accurately, and clearly with internal and external stakeholders.
• Must be able to lift 30 pounds.