Universal Banker I, II, III - Downers Grove, IL (Finley Rd)
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We need to preserve all substantive info, no boilerplate.
We need to decide which sections to include: Likely "About the role" (maybe from Position Overview), "Responsibilities" (Essential Job Function and Additional Responsibilities), "Requirements" (Minimum Requirements), "Qualifications" maybe same as Requirements? Could combine. "Skills" (Competencies). "Benefits" (Benefits: How We Support You). "Pay" (Compensation & Benefits includes base pay ranges). "Schedule" (branch operating hours mentioned in Minimum Requirements). Also maybe "About the company" but not required heading; we could put under "About the role"? The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include those headings if content exists.
We must not repeat job title as heading. No Job ID etc.
We must remove boilerplate: cookie/navigation/legal/EEO etc. The posting includes "Who We Are" which is fine; we can put that under "About the role" maybe. Or we could have separate "About the company" but not in list; better to put under "About the role". The "Who We Are" is descriptive of company; we can include that.
We need to preserve all substantive info: details about responsibilities, requirements, competencies, pay ranges, benefits, schedule.
We must not include filler like "commensurate with experience". Not present.
We need to output only HTML fragment, no /, no markdown fences.
Let's craft:
About the role
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! Join our team and become part of the next chapter in our journey.
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.
Then Responsibilities: combine Essential Job Function – All Levels and Additional Responsibilities for levels 2 and 3. We'll list as- ... each bullet.
We need to preserve all details; we can break into multiple li.
Let's extract bullet points:
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.
- 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 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.
We'll include all.
Requirements: Minimum Requirements for each level.
We could combine but need to preserve specifics. Could list each level.
We'll output
Requirements
then- for each level.
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.
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.
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.
Qualifications: maybe same as Requirements but we could skip if duplicate. The instruction says prefer few substantive sections over many thin ones. Could combine Requirements and Qualifications into one? But they listed both as possible headings. We could include Qualifications as "Preferred, But Not Required" section. That's separate.
Thus we can have:
Qualifications
Preferred, But Not Required: Associate or Bachelor’s degree preferred.
Note: 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.
Skills: Competencies – All levels. We'll list as- .
Competencies – All levels:
- 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.
Benefits: Benefits: How We Support You - Old Second Thanks for considering Old Second! That's vague; but we have a Benefits section: "Benefits: How We Support You - Old Second Thanks for considering Old Second!" No actual benefits listed. The posting didn't list specific benefits like health insurance etc. So we should NOT create a Benefits section unless posting actually states them. It only says "Benefits: How We Support You - Old Second Thanks for considering Old Second!" That's not substantive. So we should omit Benefits section.
Pay: Compensation & Benefits includes base pay ranges and variable pay. We'll include Pay section.
Schedule: The schedule is included in Minimum Requirements; we could also have a Schedule section. Since schedule is mentioned, we can include Schedule section with the hours.
We must not repeat info unnecessarily but it's okay to have both Requirements and Schedule if we want. However instruction: prefer few substantive sections over many thin ones. Could embed schedule in Requirements; but we already have Requirements with schedule included. So we may not need separate Schedule section. However we need to include Schedule only if posting has real specific content for it. It does, but we already placed it in Requirements. Could still include Schedule section but would duplicate. Better to keep only Requirements and maybe not separate Schedule. But we need to include Pay section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Pay.
Check if any other sections like Benefits omitted.
Now craft HTML.
We must ensure no extra whitespace? It's fine.
Let's produce:
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! Join our team and become part of the next chapter in our journey.
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.
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
- .
Competencies – All levels:
- 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.
Benefits: Benefits: How We Support You - Old Second Thanks for considering Old Second! That's vague; but we have a Benefits section: "Benefits: How We Support You - Old Second Thanks for considering Old Second!" No actual benefits listed. The posting didn't list specific benefits like health insurance etc. So we should NOT create a Benefits section unless posting actually states them. It only says "Benefits: How We Support You - Old Second Thanks for considering Old Second!" That's not substantive. So we should omit Benefits section.
Pay: Compensation & Benefits includes base pay ranges and variable pay. We'll include Pay section.
Schedule: The schedule is included in Minimum Requirements; we could also have a Schedule section. Since schedule is mentioned, we can include Schedule section with the hours.
We must not repeat info unnecessarily but it's okay to have both Requirements and Schedule if we want. However instruction: prefer few substantive sections over many thin ones. Could embed schedule in Requirements; but we already have Requirements with schedule included. So we may not need separate Schedule section. However we need to include Schedule only if posting has real specific content for it. It does, but we already placed it in Requirements. Could still include Schedule section but would duplicate. Better to keep only Requirements and maybe not separate Schedule. But we need to include Pay section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Pay.
Check if any other sections like Benefits omitted.
Now craft HTML.
We must ensure no extra whitespace? It's fine.
Let's produce:
- for each level.
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.
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.
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.
Qualifications: maybe same as Requirements but we could skip if duplicate. The instruction says prefer few substantive sections over many thin ones. Could combine Requirements and Qualifications into one? But they listed both as possible headings. We could include Qualifications as "Preferred, But Not Required" section. That's separate.
Thus we can have: