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Senior Universal Banker

Company: Inland
Location: Chicago
Posted on: November 23, 2021

Job Description:

The primary responsibility of the Senior Universal Banker is to be a personal or business banking advisor to new and existing customers related to bank offerings, products, personal accounts and general banking questions. In addition, The Senior Universal Banker will build key customer relationships, identify and close new business opportunities, maintain knowledge of current market conditions and competition. The Senior Universal Banker will also develop a pipeline of new business by prospecting for new bank clients through networking, cold calling and building referral relationships and grow and retain existing accounts by presenting new solutions and services to clients. They will also provide a high level of customer service, answer questions, complete customer teller line transactions and be able to assist the Branch Manager, if requested, with overall branch operations.

  • Demonstrate highest standards of personal and professional integrity, adheres to company's policies and procedures, and complies with applicable laws, government rules and regulations.
  • Participate in outside business development initiatives such as business calls, branch meetings or off-site meetings; participates in bank activities outside of the branch
  • Build a pipeline of business and referrals for branch and other internal bank lines of business.
  • Contribute to branch goals and meet personal goals.
  • Perform daily transactions including but not limited to, opening / closing accounts, making decisions on overdrafts, cashing checks, depositing cash & checks, transferring funds, retirement savings deposits, mail deposits, loan payments, redeem savings bonds, issue gift cards and provide customers access to safety deposit boxes.
  • Assist in opening personal or business accounts including but not limited to, checking, credit cards, lines, savings, HSA, money market, retirement and CD's.
  • Assist in opening bank offerings including, but not limited to, debit cards, online & mobile banking, overdraft protection, sweeps and combined statements.
  • Assist in promoting Consumer Lending products and assist in closing process; including but not limited to, Home Equity Lines, Home Equity Loans and Home Improvement Loans.
  • Provide oversight of sales & operations of the branch and staff in the absence of the Branch Management.
  • Help train new staff or cross train existing staff; participates in bank training and compliance exercises weekly, monthly or annually, tracks Teller training schedules providing direction to Tellers and Personal Bankers on policies, procedures and cross-selling opportunities.
  • Perform branch specific duties including, but not limited to, balance vault, ATM and / or coin machine, process night deposits, order or prepare currency and coins for Federal Reserve shipments, prepare money orders and cashier checks and verify large cash deposits, cash drawer audits and security testing.
  • Resolve customer account issues and / or customer questions.
  • Answer email and / or telephone inquiries or forwards to appropriate bank personnel.
  • Assist in all branch opening and closing procedures; alarms, night drop deposit, currency vault and maintain the client lobby area.Requirements and Skills:
    • This position requires knowledge equivalent to a high school education.
    • Up to and including 2 - 5 years' experience in Retail Banking or Sales.
    • Certifications/Licenses: Ability to obtain an NMLS certification.
    • Ambition and energy are required for this position.
    • Business Development, Time Management and Communication (verbal and written) skills are required for this position.
    • Networking and prospecting skills are required for this position.
    • Intermediate skills in Microsoft Word, Excel and Outlook are required for this position.
    • Beginner skills in Navigator, Integrated Teller, Business Process Manager, Elan, Simplex, CWS, Deluxe and Premier Director preferred.
    • Keyboarding skills are required for this position. (At least 35 WPM).
    • Sales or cash handling experience is required for this position.
    • This position requires occasional local travel.We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations.We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes.We are an E-Verify employer. Please click the following link to learn more.TIGH
      • 2 - 5 years: Retail Banking or SalesEducationRequired
        • High School or better

Keywords: Inland, Chicago , Senior Universal Banker, Accounting, Auditing , Chicago, Illinois

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