Universal Banker I, II, III - Bolingbrook, IL (West Boughton Rd)
Old Second National Bank · Bolingbrook, IL · 1 mo ago
Sales$18.1–$22.5/hrFull-time
We need to output HTML fragment with sections: About the role? Actually we have "Who We Are" and "Position Overview". We need to use for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections when posting has real specific content. We have content for Who We Are (company description) maybe map to "About the role"? Actually "About the role" is typical heading for role description. We have "Position Overview" which describes responsibilities. Could map to "Responsibilities". Also we have "Essential Job Function – All Levels" and additional responsibilities for levels. Those are responsibilities/duties. So we can have a Responsibilities section with
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections when posting has real specific content. We have content for Who We Are (company description) maybe map to "About the role"? Actually "About the role" is typical heading for role description. We have "Position Overview" which describes responsibilities. Could map to "Responsibilities". Also we have "Essential Job Function – All Levels" and additional responsibilities for levels. Those are responsibilities/duties. So we can have a Responsibilities section with - . Also we have Minimum Requirements (education, experience, licensing). That's Qualifications/Requirements. Also we have Competencies (skills). Also we have Preferred, But Not Required (education). Also we have Compensation & Benefits (Pay, Benefits, Schedule). The posting includes schedule: "This is an onsite position requiring availability during branch operating hours, including Monday through Friday from 8:30am to 5:30pm and Saturday from 8:30am to 1:00pm." That's schedule. Also pay ranges per level. So we need Pay section (maybe include ranges). Benefits: they list "Benefits: How We Support You - Old Second Thanks for considering Old Second!" but no details; they just have heading but no actual benefits listed. The instruction: never create Benefits section unless posting actually states them. It only says "Benefits: How We Support You - Old Second Thanks for considering Old Second!" which is not substantive. So we should not include Benefits section. Pay section: we have base pay ranges per level. That's substantive. So include Pay. Schedule: we have schedule details. So include Schedule.
We also have "Who We Are" which is company overview. Could map to "About the role"? Actually "About the role" is about the job, not company. But we could use "About the role" for the Position Overview? Might be better to use "About the role" for the company description? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not exhaustive. We can choose appropriate headings. We have content for company description; maybe we can use "About the role" to include both who we are and position overview? But better to separate: "About the role" could contain position overview; "Who We Are" could be considered "About the company" but not in list. However we must not invent headings not in the list? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings when appropriate, but we could also use other headings? It says use for section headings (e.g. ...). Likely they expect us to use those exact headings when we have content. So we need to map content to those headings.
Thus we need sections: About the role (maybe includes Position Overview and Who We Are?), Responsibilities (essential job functions), Requirements (minimum requirements), Qualifications (maybe preferred education?), Skills (competencies), Pay, Schedule.
We should not repeat job title as heading. We'll not include Job ID.
We need to preserve all substantive information. So we need to include details from Who We Are, Position Overview, Essential Job Function, Additional Responsibilities for levels, Minimum Requirements, Competencies, Preferred, Compensation & Benefits (pay ranges, variable pay, schedule). Also note about NMLS licensing within 60 days, training requirements.
We need to format as HTML fragment: use for each section heading, then content: either
for prose or
- for lists.
We need to avoid boilerplate like EEO etc. Not present.
We need to remove duplicated lines. There's some repetition: "Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements." appears for each level; we can keep once maybe but we need to preserve all substantive info; we could keep it once under Requirements as it's same for all levels. But we need to ensure we don't lose info that it's required for all levels. We can mention it applies to all levels.
Similarly schedule repeats for each level; we can put under Schedule.
We need to include pay ranges per level; we can list them.
We need to include variable pay info.
We need to include benefits? Not substantive.
Let's craft sections:
About the role
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!
Position Overview 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.
But maybe we should split: About the role could be just Position Overview; Who We Are could be separate but not in list. However we need to preserve all substantive info; we can include Who We Are under About the role as well.
Next section: Responsibilities.
We'll list essential job functions and additional responsibilities for levels.
We can combine into a list.
Responsibilities:
- 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.
- Maintains 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 for 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 for 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.
We'll put these in - .
Next: Requirements (minimum requirements). We'll list per level.
Minimum Requirements:
- Universal Banker (Level 1): 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. This is an onsite position requiring availability during branch operating hours, including Monday through Friday from 8:30am to 5:30pm and Saturday from 8:30am to 1:00pm.
- Senior Universal Banker (Level 2): High school diploma (or equivalent) and two years 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. This is an onsite position requiring availability during branch operating hours, including Monday through Friday from 8:30am to 5:30pm and Saturday from 8:30am to 1:00pm.
- Universal Relationship Banker (Level 3): High school diploma (or equivalent) and three or more years of related experience which includes some banking and/or sales, client relationship management, consultancy experience, or cash handling, 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 successfully complete Universal (Relationship) Banker Cross Training Development Plan curriculum (or equivalent experience). This is an onsite position requiring availability during branch operating hours, including Monday through Friday from 8:30am to 5:30pm and Saturday from 8:30am to 1:00pm.
We could combine schedule later.
Next: Qualifications (maybe preferred education). We have "Preferred, But Not Required Associate or Bachelor’s degree preferred." Also note about job levels and hiring decisions based on business needs. That's more like Qualifications.
We'll put Qualifications:
- Associate or Bachelor’s degree preferred.
- Job levels and hiring decisions are based upon both the business needs at the Retail Bank location and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a level 2 or 3 Universal Banker role but may be hired in at a lower level based upon branch business needs and staffing dynamics.
Next: Skills (competencies). List:
- 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.
Next: Pay. Provide base pay ranges per level and variable pay.
Pay:
- Universal Banker – Level 1: Base pay: $18.10 - $22.50/hour. Eligible to participate in the Retail Incentive Plan (variable pay based on sales performance).
- Senior Universal Banker – Level 2: Base pay: $20.50 - $26.50/hour. Eligible to participate in the Retail Incentive Plan.
- Universal Relationship Banker – Level 3: Base pay: $22.55 - $29.00/hour. Eligible to participate in the Retail Incentive Plan.
- 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.
Next: Schedule. Provide schedule details.
Schedule:
- This is
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not exhaustive. We can choose appropriate headings. We have content for company description; maybe we can use "About the role" to include both who we are and position overview? But better to separate: "About the role" could contain position overview; "Who We Are" could be considered "About the company" but not in list. However we must not invent headings not in the list? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings when appropriate, but we could also use other headings? It says use for section headings (e.g. ...). Likely they expect us to use those exact headings when we have content. So we need to map content to those headings.
Thus we need sections: About the role (maybe includes Position Overview and Who We Are?), Responsibilities (essential job functions), Requirements (minimum requirements), Qualifications (maybe preferred education?), Skills (competencies), Pay, Schedule.
We should not repeat job title as heading. We'll not include Job ID.
We need to preserve all substantive information. So we need to include details from Who We Are, Position Overview, Essential Job Function, Additional Responsibilities for levels, Minimum Requirements, Competencies, Preferred, Compensation & Benefits (pay ranges, variable pay, schedule). Also note about NMLS licensing within 60 days, training requirements.
We need to format as HTML fragment: use for each section heading, then content: either
for section headings (e.g. ...). Likely they expect us to use those exact headings when we have content. So we need to map content to those headings.
Thus we need sections: About the role (maybe includes Position Overview and Who We Are?), Responsibilities (essential job functions), Requirements (minimum requirements), Qualifications (maybe preferred education?), Skills (competencies), Pay, Schedule.
We should not repeat job title as heading. We'll not include Job ID.
We need to preserve all substantive information. So we need to include details from Who We Are, Position Overview, Essential Job Function, Additional Responsibilities for levels, Minimum Requirements, Competencies, Preferred, Compensation & Benefits (pay ranges, variable pay, schedule). Also note about NMLS licensing within 60 days, training requirements.
We need to format as HTML fragment: use for each section heading, then content: either
for prose or
- for lists.
We need to avoid boilerplate like EEO etc. Not present.
We need to remove duplicated lines. There's some repetition: "Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements." appears for each level; we can keep once maybe but we need to preserve all substantive info; we could keep it once under Requirements as it's same for all levels. But we need to ensure we don't lose info that it's required for all levels. We can mention it applies to all levels.
Similarly schedule repeats for each level; we can put under Schedule.
We need to include pay ranges per level; we can list them.
We need to include variable pay info.
We need to include benefits? Not substantive.
Let's craft sections:
About the role
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!
Position Overview 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.
But maybe we should split: About the role could be just Position Overview; Who We Are could be separate but not in list. However we need to preserve all substantive info; we can include Who We Are under About the role as well. Next section: Responsibilities. We'll list essential job functions and additional responsibilities for levels. We can combine into a list. Responsibilities: - 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. - Maintains 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 for 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 for 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. We'll put these in- . Next: Requirements (minimum requirements). We'll list per level. Minimum Requirements: - Universal Banker (Level 1): 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. This is an onsite position requiring availability during branch operating hours, including Monday through Friday from 8:30am to 5:30pm and Saturday from 8:30am to 1:00pm. - Senior Universal Banker (Level 2): High school diploma (or equivalent) and two years 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. This is an onsite position requiring availability during branch operating hours, including Monday through Friday from 8:30am to 5:30pm and Saturday from 8:30am to 1:00pm. - Universal Relationship Banker (Level 3): High school diploma (or equivalent) and three or more years of related experience which includes some banking and/or sales, client relationship management, consultancy experience, or cash handling, 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 successfully complete Universal (Relationship) Banker Cross Training Development Plan curriculum (or equivalent experience). This is an onsite position requiring availability during branch operating hours, including Monday through Friday from 8:30am to 5:30pm and Saturday from 8:30am to 1:00pm. We could combine schedule later. Next: Qualifications (maybe preferred education). We have "Preferred, But Not Required Associate or Bachelor’s degree preferred." Also note about job levels and hiring decisions based on business needs. That's more like Qualifications. We'll put Qualifications: - Associate or Bachelor’s degree preferred. - Job levels and hiring decisions are based upon both the business needs at the Retail Bank location and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a level 2 or 3 Universal Banker role but may be hired in at a lower level based upon branch business needs and staffing dynamics. Next: Skills (competencies). List: - 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. Next: Pay. Provide base pay ranges per level and variable pay. Pay: - Universal Banker – Level 1: Base pay: $18.10 - $22.50/hour. Eligible to participate in the Retail Incentive Plan (variable pay based on sales performance). - Senior Universal Banker – Level 2: Base pay: $20.50 - $26.50/hour. Eligible to participate in the Retail Incentive Plan. - Universal Relationship Banker – Level 3: Base pay: $22.55 - $29.00/hour. Eligible to participate in the Retail Incentive Plan. - 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. Next: Schedule. Provide schedule details. Schedule: - This is