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Teller

Teller

Position Summary:
The teller position is the main point of contact to service customer transactions in the branch. This position requires constant contact with customers while responding to customer inquiries, processing customer requests, resolving customer issues or referring them to an appropriate party within the branch and making sales referrals.

Essential Duties and Responsibilities:

  • Accurately process customer banking transactions & affiliate transactions
  • Approve and perform check cashing following limits and D&Ps
  • Refer customers to other departments and meet referral goals
  • Assist with telephone reception
  • Balance ATM
  • Adhere to BSA, including CTRs and OFAC
  • Process night drop, mail-in deposits and lock box deposits
  • Balance cash drawer & stay within cash limits
  • Scan daily teller work
  • Prepare box for courier
  • *Other duties as assigned

Knowledge/ Skills/ Abilities Required:

  • Provide exceptional customer service
  • Has knowledge of and complies with all D&Ps and compliance
  • Ability to identify customer needs
  • Possess strong sales skills
  • Adhere to all security procedures
  • Ability to perform in highly disruptive conditions

Training/ Education/ Experience Qualifications: (Include licenses and certifications)

  • Basic cash handling skills
  • High school diploma or equivalent

Supervisory Responsibilies:

  • Opening/Closing Department
  • Scheduling of Staff
  • Daily/Monthly Audits
  • Sales Tracking

Physical Requirements:

  • Ability to lift up to 30 lbs. coin bags or necessary supplies and equipment
  • Ability to manipulate coins and currency
  • Ability to effectively communicate verbally
  • Ability to stand for extended periods of time
  • Ability to perform basic mathematical computations
  • Ability to write and record numbers correctly and legibly

 

Equal Employment Opportunity Policy:

 

“The management of the Corporation believes in equal employment opportunity.  We strive to select the best qualified person for every position based on merit, qualifications, previous experience and ability to perform the  work, without regard to race, color, national origin, ancestry, religion, sex,  sexual orientation, marital status, age, physical or mental disability, medical condition, pregnancy, childbirth, veteran status or protected activity (for example, having made a complaint of discrimination) or other characteristic protected by federal, state or local law.  Managers and supervisors must ensure that this policy is carried out in all aspects of our operations.”

Assistant Branch Manager Des Plaines

Job Title: Assistant Branch Manager - Des Plaines
Department: Retail
Job Type: Full-Time (Over 30 Hours)

Essential duties and responsibilities:

  • Directs and supervises the retail staff to ensure quality, efficiency, timeliness, professionalism, accuracy, and customer satisfaction.
  • Manages the overall branch operations within the Retail Department. Ensures that all appropriate branch procedures are being conducted in all of the retail areas within the branch.
  • Oversees the opening and closing of the branch and the weekly work schedule of the employees.
  • Responsible for monitoring sales results and referral programs in place for retail staff. Leads and motivates employees to follow the Retail Sales Process. Coaches employees to meet/exceed individual/branch sales goals. Meets own individual sales goals if applicable.
  • Provides expert service to customers and resolves customer problems, complaints, and inquiries in a timely and efficient manner. Create positive, consistent customer experiences.
  • Participates in hiring decisions, training of staff, and evaluation of performance. Recommends appropriate actions regarding salary changes, promotions, and terminations of staff. Responsible for completion of annual/quarterly performance reviews and development plans.
  • Monitor’s the bank’s facility to ensure that everything is running efficiently; works directly with the vendors’ to manage any projects within the facility.
  • Participates and coordinates weekly sales meeting.
  • Provides consistent feedback to management regarding marketing ideas, sales efforts and suggestions for new business development.
  • Establishes and helps to attain internal performance objectives for branch office business volume, deposits, loan portfolios and quality of audit reports.
  • Provides and maintains a professional business-like atmosphere within the branch office.
  • Represents the financial institution in public relations activities and community affairs.
  • *Other duties as assigned.

Knowledge/skills/abilities required:

  • Excellent communication skills.
  • Proficiency with personal computers, including Word and Excel applications.
  • Highly evolved critical thinking skills to enable project completion.
  • Extreme organizational detail.
  • Team player.

Training/education/experience qualifications: (Include licenses and certifications)

  • 2-3 years personal banking, consumer lending, sales or customer service experience.
  • 2-3 years supervisory experience a plus.

Collateral Specialist

Title: Collateral Specialist
Department: Regional Loan Processing Center - (BBT, SBT, VBT)
Job Type: Full Time

Responsibilities:

  • Update and review all collateral related exception reporting (Insurance, Mortgage, AOR, Title Policy, Original Documents, etc).
  • Process all consumer and commercial lien releases within applicable deadlines.
  • Perfection of bank’s lien filings including mortgage, AOR, UCC filing, etc.
  • Process paid off loans and applicable system maintenance.
  • Prepare & Scan all Commercial & Consumer Loan files for imaging by creating appropriate document separators.
  • Info Pro System – track real estate PINS and review action required reports.
  • Provide support to Loan Processing & Loan Documentation departments as necessary to meet deadlines.
  • Various Projects as assigned.

Qualifications:

  • Positive attitude is a must.
  • 2+ years experience in commercial banking environment.
  • Strong written and verbal communication skills.
  • Demonstrate commitment to provide superior customer service and possess strong attention to detail.
  • Must possess ambition, desire to learn and willingness to take on new projects.
  • Must be prepared to work in a team environment and be organized to juggle various tasks.
  • Must be comfortable and proficient with Word, Excel, Outlook.
  • Flexibility to meet deadlines and work within time constraints is required.
  • Experience with FIS Insight Applications, CT Lien, a plus. 

 

Administrative Assistant

Position Title: Administrative Assistant
Department/Division: Loan Administration
Reports To: SR.VP Commercial Banking

Position Summary:

To provide administrative support for Commercial Banking Division staff by performing daily administrative duties and assisting staff in all aspects of the Division’s deposit and loan activity.

Essential Duties and Responsibilities:

  • Prepare new and renewal loan documentation requests. Involves gathering of information, requesting additional documentation and performing research depending on complexity.  Help Review documentation for accuracy and completeness.
  • Work with Lenders to facilitate the processing of new & renewals of loans. Responsible for closing of loans if Lenders are not available.
  • Work with Loan Ops Transfers, loan advances, pay downs, payments etc.
  • Construction Loan Administration.  Processing draws, ordering inspections and making sure escrow/loans are in balance.
  • Work with Title Companies ordering title, review commitments, resolve issues to obtain “clean” final policies.
  • Help in administering internal and external audits, by checking and verifying file information.
  • Organize loan files and documents and provide duplicate copies when needed – to MAD,  PAD, attorneys, appraisers, etc.
  • Heavy volume of customer calls –researching and resolving inquiries and problem.
  • Research copies of payments, loan histories etc.
  • Prepare short memos to file for documenting exceptions, waivers, and/or covenants.
  • Writing letters to Clients on a regular basis.
  • Various projects as assigned.

Knowledge/ Skills/ Abilities Required:

  • Ability to organize and prioritize work in a multi-task environment.
  • Strong PC skills with proficiency in Microsoft Excel and Word.
  • Ability to communicate at all levels with internal and external customers.
  • Knowledge of bank operations and procedures.
  • Understanding or exposure to FIS computer systems.

Training/ Education/ Experience Qualifications: (Include licenses and certifications)

  • Bachelor’s degree or equivalent banking experience.
  • 2 – 3 years banking experience preferred in a Commercial Lending Environment.

Supervisory Responsibilities:

  • None

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of the job, the employee is regularly required to walk, sit, talk, see and hear. The employee is occasionally required to stand, stoop, kneel, crouch or crawl. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

The noise level in the work environment is usually moderate.

Equal Employment Opportunity Policy:

“The management of the Corporation believes in equal employment opportunity. We strive to select the best qualified person for every position based on merit, qualifications, previous experience and ability to perform the work, without regard to race, color, national origin, ancestry, religion, sex, sexual orientation, marital status, age, physical or mental disability, medical condition, pregnancy, childbirth, veteran status or protected activity (for example, having made a complaint of discrimination) or other characteristic protected by federal, state or local law. Managers and supervisors must ensure that this policy is carried out in all aspects of our operations.”

Note: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned to meet the ongoing needs of the organization.