Universal Banker I, II, III - Ottawa
Old Second National Bank · Ottawa, IL · 1 mo ago
Finance$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 must not repeat job title as heading. We need to include sections only when posting has real specific content. We have content: Who We Are (company description) maybe "About the role"? Actually "Who We Are" is about company, not role. Could map to "About the role"? Might be better to have "About the role" for position overview. But we have "Position Overview" describing responsibilities. So we can have sections: About the role (maybe from Who We Are?), Responsibilities (from Position Overview and Essential Job Function etc.), Requirements (Minimum Requirements), Qualifications (maybe Competencies?), Skills (maybe Competencies?), Benefits, Pay, Schedule.
We must not create sections with filler like "commensurate with experience". We have actual pay ranges and schedule details. Benefits: there is a Benefits heading but only says "Benefits: How We Support You - Old Second Thanks for considering Old Second!" No actual benefits listed. That's not specific content; we should not create Benefits section unless posting actually states them. It only has a heading but no details. So we should omit Benefits section.
Pay: we have base pay ranges for each level. So we can include Pay section with details.
Schedule: we have operating hours: Monday-Friday 8:30am-5:30pm, Saturday 8:30am-1:00pm. So we can include Schedule.
We need to preserve all substantive information. Must not invent or summarize away detail. Use
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We need to include sections only when posting has real specific content. We have content: Who We Are (company description) maybe "About the role"? Actually "Who We Are" is about company, not role. Could map to "About the role"? Might be better to have "About the role" for position overview. But we have "Position Overview" describing responsibilities. So we can have sections: About the role (maybe from Who We Are?), Responsibilities (from Position Overview and Essential Job Function etc.), Requirements (Minimum Requirements), Qualifications (maybe Competencies?), Skills (maybe Competencies?), Benefits, Pay, Schedule.
We must not create sections with filler like "commensurate with experience". We have actual pay ranges and schedule details. Benefits: there is a Benefits heading but only says "Benefits: How We Support You - Old Second Thanks for considering Old Second!" No actual benefits listed. That's not specific content; we should not create Benefits section unless posting actually states them. It only has a heading but no details. So we should omit Benefits section.
Pay: we have base pay ranges for each level. So we can include Pay section with details.
Schedule: we have operating hours: Monday-Friday 8:30am-5:30pm, Saturday 8:30am-1:00pm. So we can include Schedule.
We need to preserve all substantive information. Must not invent or summarize away detail. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to avoid repeating job title as heading. So no heading like "Universal Banker". Use headings only for sections.
We need to output only HTML fragment, no /, no markdown fences.
Let's structure:
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!
But "Who We Are" is about company, not role. However we can still put under About the role? Might be okay. Alternatively we could have "About the company" but not allowed headings list. The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should stick to those headings. So About the role could contain the company overview? Might be weird but okay.
Next Responsibilities: we have Position Overview and Essential Job Function – All Levels, plus Additional Responsibilities for levels. We need to preserve all substantive information. We'll list duties as - .
We need to include all responsibilities text. Let's extract:
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.
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 put all these as list items.
Next Requirements: Minimum Requirements for each level. We'll list them.
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 info but it's repeated; we can keep in Requirements.
Qualifications: maybe we have Competencies – All levels and Preferred, But Not Required. We'll treat Competencies as Qualifications or Skills. The instruction includes Qualifications and Skills headings. We'll put Competencies under Qualifications maybe. And Preferred, But Not Required under Skills? Or we could put Competencies under Skills and Preferred under Qualifications. Let's decide: Qualifications: Competencies – All levels (list). Skills: Preferred, But Not Required (Associate or Bachelor’s degree preferred). Also note about job levels and hiring decisions etc. That's more note; we could include under Qualifications as a note.
We'll create:
Qualifications
- 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.
Then maybe a for the note: "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."
And Preferred, But Not Required: Associate or Bachelor’s degree preferred. We'll put under Skills.
Skills
- Associate or Bachelor’s degree preferred.
Pay section: we have base pay ranges for each level and variable pay eligibility.
We'll create:
Pay
- Universal Banker – Level 1: Base pay: $18.10 - $22.50/hour. Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
- Senior Universal Banker – Level 2: Base pay: $20.50 - $26.50/hour. Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
- Universal Relationship Banker – Level 3: Base pay: $22.55 - $29.00/hour. Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
Schedule section: we have operating hours.
Schedule
Monday through Friday: 8:30am to 5:30pm; Saturday: 8:30am to 1:00pm (onsite position requiring availability during branch operating hours).
We should not include Benefits section because no specific benefits listed.
We must ensure we preserve all substantive information. Did we miss any? The "Who We Are" we included in About the role. The Position Overview we included in Responsibilities. The Essential Job Function we included. Additional Responsibilities we included. Minimum Requirements we included. Competencies we included. Note about job levels we included as a paragraph under Qualifications. Preferred degree we included under Skills. Pay we included. Schedule we included.
We omitted the line "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." That's substantive; we should include it. It's under each level description. We could add a general statement after pay list. Let's add a after the list: "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."
Also we missed the line "Thanks for considering Old Second!" under Benefits heading; but we omitted Benefits section because no specifics. That
for prose. We need to avoid repeating job title as heading. So no heading like "Universal Banker". Use headings only for sections. We need to output only HTML fragment, no /, no markdown fences. Let's structure:
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!
But "Who We Are" is about company, not role. However we can still put under About the role? Might be okay. Alternatively we could have "About the company" but not allowed headings list. The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should stick to those headings. So About the role could contain the company overview? Might be weird but okay.
Next Responsibilities: we have Position Overview and Essential Job Function – All Levels, plus Additional Responsibilities for levels. We need to preserve all substantive information. We'll list duties as - .
We need to include all responsibilities text. Let's extract:
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.
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 put all these as list items.
Next Requirements: Minimum Requirements for each level. We'll list them.
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 info but it's repeated; we can keep in Requirements.
Qualifications: maybe we have Competencies – All levels and Preferred, But Not Required. We'll treat Competencies as Qualifications or Skills. The instruction includes Qualifications and Skills headings. We'll put Competencies under Qualifications maybe. And Preferred, But Not Required under Skills? Or we could put Competencies under Skills and Preferred under Qualifications. Let's decide: Qualifications: Competencies – All levels (list). Skills: Preferred, But Not Required (Associate or Bachelor’s degree preferred). Also note about job levels and hiring decisions etc. That's more note; we could include under Qualifications as a note.
We'll create:
Qualifications
- 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.
Then maybe a for the note: "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."
And Preferred, But Not Required: Associate or Bachelor’s degree preferred. We'll put under Skills.
Skills
- Associate or Bachelor’s degree preferred.
Pay section: we have base pay ranges for each level and variable pay eligibility.
We'll create:
Pay
- Universal Banker – Level 1: Base pay: $18.10 - $22.50/hour. Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
- Senior Universal Banker – Level 2: Base pay: $20.50 - $26.50/hour. Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
- Universal Relationship Banker – Level 3: Base pay: $22.55 - $29.00/hour. Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
Schedule section: we have operating hours.
Schedule
Monday through Friday: 8:30am to 5:30pm; Saturday: 8:30am to 1:00pm (onsite position requiring availability during branch operating hours).
We should not include Benefits section because no specific benefits listed.
We must ensure we preserve all substantive information. Did we miss any? The "Who We Are" we included in About the role. The Position Overview we included in Responsibilities. The Essential Job Function we included. Additional Responsibilities we included. Minimum Requirements we included. Competencies we included. Note about job levels we included as a paragraph under Qualifications. Preferred degree we included under Skills. Pay we included. Schedule we included.
We omitted the line "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." That's substantive; we should include it. It's under each level description. We could add a general statement after pay list. Let's add a after the list: "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."
Also we missed the line "Thanks for considering Old Second!" under Benefits heading; but we omitted Benefits section because no specifics. That
Qualifications
- 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.
for the note: "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." And Preferred, But Not Required: Associate or Bachelor’s degree preferred. We'll put under Skills.
Skills
- Associate or Bachelor’s degree preferred.
Pay
- Universal Banker – Level 1: Base pay: $18.10 - $22.50/hour. Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
- Senior Universal Banker – Level 2: Base pay: $20.50 - $26.50/hour. Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
- Universal Relationship Banker – Level 3: Base pay: $22.55 - $29.00/hour. Variable pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales performance.
Schedule
Monday through Friday: 8:30am to 5:30pm; Saturday: 8:30am to 1:00pm (onsite position requiring availability during branch operating hours).
We should not include Benefits section because no specific benefits listed. We must ensure we preserve all substantive information. Did we miss any? The "Who We Are" we included in About the role. The Position Overview we included in Responsibilities. The Essential Job Function we included. Additional Responsibilities we included. Minimum Requirements we included. Competencies we included. Note about job levels we included as a paragraph under Qualifications. Preferred degree we included under Skills. Pay we included. Schedule we included. We omitted the line "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." That's substantive; we should include it. It's under each level description. We could add a general statement after pay list. Let's add aafter the list: "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." Also we missed the line "Thanks for considering Old Second!" under Benefits heading; but we omitted Benefits section because no specifics. That