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Date Posted: December 19, 2014
Job Title: Universal Banker
Department: Retail Banking
Location: Northbrook Bank & Trust Company, 1100 Waukegan Road, Northbrook, IL
How to Apply: nbthumanresources@northbrookbank.com
Job Status: Full-Time

Essential Duties and Responsibilities:
This is a multi-role retail banking position that provides support to the teller line, safety deposit and personal banking areas.  Our ideal candidate will have strong teller and personal banking experience, exceptional customer service skills, the ability to work independently and exercise sound judgment and adapt to the needs and environment of the branch.  Primary responsibilities include cash handling, cross-selling bank products, opening of business and personal depository accounts, as well as providing support to team members across the retail banking function.

  • Meet teller standards, including processing transactions and balancing daily with minimal differences.
  • Perform advanced-level teller duties as needed, including end-of-day balancing of cash vault, ATMS, audit cash drawers and traveler's cheques, etc.
  • Cross-sell and upsell bank products (debit card, credit card, online banking, mobile banking, etc.).
  • Follow established bank policies and procedures.
  • Service customers in a courteous and professional manner, consistent with our community banking philosophy.
  • Answer telephone calls in a courteous and professional manner.
  • Research and resolve problems.
  • Open, close and service all types of retail and commercial accounts.
  • Other duties as assigned.

Education / Learning Experience:

  • Bachelor’s degree or equivalent business experience preferred.
  • Knowledge of administrative and clerical procedures.
  • Knowledge of computers and relevant software applications required.
  • Knowledge of customer service principles and practices.

Work Experience:

  • Two years of teller experience required (advanced-level teller experience preferred).
  • Two years of personal banking experience required.
  • Minimum of 2 years of customer service experience, including cross-selling and upselling banking products and building and maintaining customer relationships.
  • Experience working on Metavante/FIS is helpful.

Skills / Knowledge:

  • Ability to work effectively as a team member.
  • Professional demeanor and presentation.
  • Customer service orientation.
  • Strong oral and written communication skills.
  • Solid cash handling and computer skills.
  • Careful attention to detail and time management.
  • Willingness to be flexible and adapt to changing business demands.

 

Northbrook Bank & Trust Company is an Equal Opportunity Employer


Position Title:

Deposit Operations Specialist

Department/Division:

Deposit Operations

Reports To:

VP, Deposit Operations

Date:

December 19, 2014

Position Summary:
The ideal candidate must have exceptional customer service skills, enjoy working in a team environment, able to work independently, exercise sound judgment and adapt to the needs and environment of our branches.

Essential Duties and Responsibilities:

  • Balancing daily reports as assigned
  • Process daily non-post items
  • Process Reg E Claims
  • Review of checks daily based on pre-defined thresholds for proper presentment
  • Process overdrafts, chargebacks, return items, collections and adjustments as needed
  • Provide online banking support to retail team members
  • Review mobile deposits
  • Proof branch capture work processing
  • Perform other duties as assigned

Knowledge/ Skills/ Abilities Required:

  • 3 years of customer service experience required
  • Knowledge of basic accounting concepts for balancing and posting debits and credits
  • Possesses excellent verbal and written communication skills
  • Effectively presents information in one-on one and group situations for all levels of individuals within the organization and/or industry
  • Strong attention to detail
  • Experience working on FIS Global system preferred
  • Working knowledge of Microsoft Office (Word, Excel, and Outlook) and Internet Explorer.
  • Also, the aptitude to learn bank systems and other software

Training/ Education/ Experience Qualifications:

  • High School diploma or equivalent required; college degree preferred
  • 5 years of prior banking experience (advanced level Teller experience preferred)

Supervisory Responsibilities:

  • Not applicable

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.  Employee may perform other related duties as assigned to meet the ongoing needs of the organization.


Position Title:

Teller

Department/Division:

Teller / Retail

Reports To:

VP, Branch Management

Date:

December 19, 2014

Position Summary:
Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment.  Your duties will include, but are not limited to the following:

Essential Duties and Responsibilities:

  • Ability to work within established policies, procedures and guidelines
  • Identifying customer needs and referring financial products and services
  • Consistently seeking to delight our customers and delivering exceptional customer service with a positive attitude
  • Building customer loyalty; establishing customer relationships through courtesy and friendliness, including addressing each customer by name
  • Operate a teller drawer to serve customers and/or bank personnel by:
    • Accept commercial and consumer deposits, verify cash and endorsements, and process transactions in the computer.
    • Identify customers vs. non-customers and follow the check cashing policies.
    • Provide additional customer services including cashier’s checks, money orders, traveler’s cheques, savings bonds, license stickers, stamps, etc.
    • Balance cash drawer daily and follow teller difference policy.
  • ATM balancing.
  • Travel between branches is required; some travel between banks may be necessary.
  • Contributing to a positive team environment in the banking center through teamwork, team spirit and coaching

Knowledge/ Skills/ Abilities Required:
Education/Work Experience:

  • High school diploma required
  • Minimum of 1 year of customer service and Teller experience; previous banking/financial services or retail experience a plus
  • Ability to work effectively as a team member
  • Strong oral and written communication skills
  • Solid cash handling experience required
  • Previous experience cross-selling, upselling and/or referring products
  • Experience working on FIS is helpful

Skills/Knowledge:

  • Minimum of 1 year of cash handling experience
  • Proficiency in basic computer skills
  • Ability to handle a large volume of complicated transactions including cross charter and/or heavy cash transactions
  • Ability to multi-task, work independently and exercise sound judgment
  • Careful attention to detail and time management

Physical Requirements:

  • Able to stand for long periods of time
  • Able to lift 20 lbs

 

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.  Employee may perform other related duties as assigned to meet the ongoing needs of the organization.


Position Title:

Relationship Management Professional

Department/Division:

Wintrust Funds Group

Reports To:

Joseph Christian

Date:

December 19, 2014

Position Summary:
Provides client relationship management, client service, and administrative support for the clients and staff of the Wintrust Funds Group.  Must be a self-starter with a strong desire to learn, and the ability to work well independently as well as in a team environment.

Essential Duties and Responsibilities:

  • Serves as primary client contact for account openings and treasury services implementation.
  • Manages new client onboarding process, including due diligence, deposit account documentation and opening, and treasury services documentation.
  • Maintains client files and coordinates with Wintrust legal and compliance on internal or external inquiries.
  • Occasionally act as lead during meetings and conference calls with prospective clients.
  • Cross sells banking products and services to new and existing clients.
  • Assists customers with questions, service needs and problem resolution related to deposit products and online banking.
  • Participates in various industry and bank activities.
  • Provides assistance to commercial lending staff and customers as needed.

Knowledge/ Skills/ Abilities Required:

  • Possesses excellent verbal and written communication skills.
  • Effectively presents information in one-on one and group situations for all levels of individuals within the organization and/or industry.
  • Must have banking background with some cash management/treasury experience preferred.
  • Must be familiar with account analysis.
  • Ability to multi-task in a fast paced environment.
  • Must have excellent attention to detail.
  • Working knowledge of Microsoft Office (Word, Excel, and Outlook) and Internet Explorer. Also, the ability to learn bank systems and other software.

Training/ Education/ Experience Qualifications:

  • High School diploma or equivalent required; some college preferred.
  • 5 years of prior banking experience.

Supervisory Responsibilities:

  • Not applicable

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.  Employee may perform other related duties as assigned to meet the ongoing needs of the organization.


Position Title:

Loan Administration Specialist

Department/Division:

Loan Operations

Reports To:

Senior Vice President

FLSA Status:

Non-Exempt

Officer Status:

Non-Officer

Date:

December 2, 2014

Position Summary:
The Loan Administration Specialist provides administrative support for the Loan Operations department, including customer service and administrative support for our clients and bank staff.

Essential Duties and Responsibilities:

  • Prepare new loan files and review completed file for quality control
  • Prepare mortgage releases and releases of other collateral
  • File UCC-1 and UCC-3
  • File and scan original loan documentation
  • Remit payments to participating banks and insurance companies
  • Maintain collateral for loan files
  • Process real estate tax disbursements and tax analysis
  • Process maintenance of loans on Metavante
  • Issue partial and full payoff letters
  • Maintenance of E-Oscar and review of credit bureau disputes
  • Maintenance of forced place insurance and premiums
  • Maintenance of Exception Report for documentation, insurance and financial statements
  • Other duties as assigned

Knowledge/ Skills/ Abilities Required:

  • Proven leadership and customer service skills.
  • Knowledge of loan administration best practices, services and policies.
  • Excellent verbal and written communication skills.
  • Excellent organizational skills.
  • Proficiency with Microsoft Office applications such as Word, Excel, Outlook.
  • Self-starter with the ability to work independently as well as in a team environment

Training/ Education/ Experience Qualifications:

  • High school diploma or equivalent required; some college preferred
  • Three years of banking experience in a loan servicing department preferred
  • Proven customer service and interpersonal skills
  • In-depth knowledge of Metavante

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.  Employee may perform other related duties as assigned to meet the ongoing needs of the organization.


Position Title:

Loan Operations Assistant Manager

Department/Division:

Loan Operations

Reports To:

Senior Vice President of Operations

Date:

11-24-14

Position Summary:
Responsible for assisting in the loan operations management and oversight of the commercial mortgage, consumer and commercial loans support staff including preparation, processing, servicing, accounting and reporting functions and customer service.

Essential Duties and Responsibilities:

  • Liaison person for loan operation's daily activities, procedure changes, projects and any administrative assistance.
  • Supervise all aspects of servicing for all loans including posting of payment, escrow account activity, tracking of insurance, verification of all loan system programming and collection of CRA and HMDA information for reporting.
  • Processing and monitoring loans on a non-accrual, charge off and OREO status. Prepare related reports for senior management.
  • Prepare packages for internal and external audits and reviews. Assist in the preparation of responses for examiners, auditors or internal audits and update procedures when necessary.
  • Train personnel in bank policies and procedures.
  • Streamline processes and procedures, ensuring accuracy and compliance.
  • Prepare initial item exception report for follow up with the loan account officers.
  • Receive and research new regulations, policies and procedures and implement as needed.
  • Resolution of customer service issues in a timely and accurate manner.

  *Other duties as assigned.
Knowledge/ Skills/ Abilities Required:

  • Must have a working knowledge of the Bank’s loan operations procedures as well as knowledge of regulations governing lending.
  • An in-depth knowledge of current loan products, collateral perfection and compliance guidelines is desired.
  • Knowledge of loan documentation requirements is necessary.
  • Must have proficient keyboard, accounting, balancing and personal computer skills.
  • The ability to communicate with all levels of the staff and customers is important.
  • Must be detail-oriented and have the ability to manage time in the midst of interruption.
  • Strong analytical skills.
  • The ability to lead and coach employees is necessary.

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

  • A minimum of five years’ experience in the loan processing department of a financial institution is preferred.
  • Bachelor’s degree preferred.
  • Accounting and bookkeeping expertise are necessary for the accurate compilation of data to assure departmental efficiency.
  • Loan documentation, origination and collections experience would be beneficial.
  • Supervisory experience is essential.
  • Knowledge, skill and mental development equivalent to the completion of a college degree, to include some accounting course work, or equivalent qualifications, such as a combination of education and work experience.

Supervisory Responsibilities:

Supervise overall direction, coordination and evaluation of department.  Interview, hire and train new staff member in accordance with the organization’s policies and procedures.

Physical Requirements:
Vision, hearing, and speech are required.

 

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.  Employee may perform other related duties as assigned to meet the ongoing needs of the organization.