Universal Banker III - Downtown Glenview

Company: Busey
Location: Glenview
Posted on: August 2, 2022

Job Description:

WHAT YOU'LL DOThe Universal Banker is responsible for making referrals and selling all bank products and services to customers and non-customers in a needs-based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service.WHAT YOU'LL BRINGDuties:

• Identify customers' and non-customers' financial needs and sell all appropriate products and services.
• Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met.
• Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs.
• Perform basic teller transactions.
• Make referrals to Bankers.
• Balance cash drawer on a daily basis.
• Scan work for image branch capture.
• Identify customers' and non-customers' lending needs and educate on lending products to determine the best solution to meet their needs.
• Act as an on-the-job coach to new Universal Bankers and Tellers; ensuring that they have a guide for their first 60 hours/2 weeks within the Service Center
• In concert with Service Center leadership, Small Business Bankers and the Private Client team, cross-sell a full range of banking services and products to present and potential customers.Knowledge of:
  • Strong sales and customer service skills
  • Strong oral and written communication skills
  • Basic math and accounting functions
  • Will need to understand the basic tenets of lending and assessing a customer's financial needsAbility to:
    • Accurately count money
    • Perform duties and make decisions under frequent time pressures
    • Stand for extended periods of time
    • Lift 50 pounds
    • Will be able to explain products and services to current and potential customers
    • In concert with Service Center leadership and other LOB, Level III will participate in cross-sellingEDUCATION & TRAINING
      • Requires a High School diploma.
      • Requires previous banking and/or sales experience.
      • Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Universal Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Universal Banker must immediately attain active registration upon employment. Universal Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
      • Requires knowledge of Microsoft Office.
      • Lending experience preferred.
      • 2 years of banking experience with lending responsibilities required
      • 1 year of previous training and/or combination of mentorship, military or management experience required Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.

Keywords: Busey, Glenview , Universal Banker III - Downtown Glenview, Other , Glenview, Illinois