Personal Banker II - Sugar Grove, IL

First National Bank of Omaha

  • Sugar Grove, IL
  • $22.00 per hour
  • Permanent
  • Full-time
  • 1 day ago
At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.Summary of the Job:The Personal Banker is responsible for developing customer relationships, being a subject matter expert in financial products, and offering the appropriate product at the appropriate time to help build financial well being for our customers. These products include not only products within the branch, but also other parts of the bank to include Business Banking, Mortgage, Investments, etc. This role may participate in business development opportunities and is responsible for providing operational support as needed and perform teller duties.About This Role:ROLE DESCRIPTIONAt FNBO, we always put the customer first — which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer’s unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they’re saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.We’re looking for someone who takes pride in helping people — no matter how big or small the task.THE GREAT BIG SMALL BANKFNBO has been privately held for 168 years, and we believe in doing what’s right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity, and inclusivity.PRIMARY RESPONSIBILITIES
  • New Accounts: Proficient in opening and servicing checking accounts, savings, MMDA, debit & credit card instant issue, overdraft, and lines of credit
  • Professionalism and Attendance: Exhibit professional behavior and promote positive working relationships Maintain regular and predictable attendance in alignment with attendance guidelines.
  • Advice & Guidance: Help to achieve bank growth goals by proactively reaching out to customers to identify additional products and services that fit their needs in a manner consistent with the First National Operating Philosophy.
  • Digitally Engaged Teacher: proficient in using FNBO tools during sales conversations to ensure customer enrolls for online banking, downloads mobile app, set up one transfer to savings, and utilize nick names and alerts.
  • Proficient in referrals: work collaboratively with peers to provide referral opportunities including mortgage, FNP as key referrals, plus other referral types.
  • Teller Transactions: bankers are expected to regularly work in in the teller line as scheduled, listening for customer opportunities and uncovering customer needs while building relationships with customers they may not have interacted with as regularly; bankers are expected to help with teller audits and operational items as requested.
  • Sales & Service: Actions to include utilizing trigger calls and call lists to expand customer relationships, building internal relationships with business partners to encourage 2-way referrals, attending external business development events as assigned by branch leadership, completing timely and effective calling campaigns as assigned, utilizing the onboarding process to identify additional needs, and asking for referrals from friends and family. Ensuring that products are offered and explained in a clear and straightforward manner, consistent with the actual terms of the product or service.
  • Compliance: Adhere to policies and procedures, specifically recognizing high risk situations and consulting with branch leadership before proceeding. Deliver digital signature cards at least 80% of the time. Ensure any hard-signed signature cards are scanned into First Work within 24 hours of opening/uploading new accounts. Monitor Deposit/Customer workflows, FIRE database and any other assigned error reports daily. Address issues within 48 hours of notification and resolve outstanding issues within 30 days.
  • Customer Experience: Support and demonstrate the FNB Operating Philosophy in every customer interaction. Minimize errors to reduce impact to customer and internal support staff. Utilize Sales Force to build and maintain customer profiles, making it possible for future customer touchpoints to be Easy, Helpful and Personal.
  • Advanced lending: To include items such as Home Equity Lending, Small Business Lending and Complex Lending situations.
  • Client Relationship Management: Utilize the banks chosen CRM salesforce, to strengthen & further build on customer relationships by capturing customer communications & opportunities for future follow up and product referral.
The Ideal Candidate for This Role:Key Skills
  • Outgoing and enjoys engaging with people
  • Friendly with a positive attitude
  • A solution-oriented critical thinker
  • Excited to learn and take on new challenges
  • A team player
  • Motivated to do what’s right
  • Collaborative and supportive
  • Good problem-solving skills
  • Strong verbal and written communication
  • Strong organizational skills
  • Positive attitude and goal-oriented mindset
  • Strong customer service skills
  • Ability to make timely decisions
PB II Required Qualifications for application:
  • Bachelor's Degree or equivalent work experience
  • Previous experience in a retail banking environment (2-5yrs in a banker role)
  • Experience with processing Home Equity products & making referrals to mortgage partners
  • Experience working with small business customer base & referring to business partners
  • Experience making wealth management/ investments & planning referrals
  • Networking & business partner development experience
  • Proven success in sales role
  • Demonstrated customer service skills
  • This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.
Work Environment:It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.Compensation and Benefits Overview:Starting pay for Personal Banker positions is $22/hour.
Final compensation offer to candidate may vary from posted hiring range based upon significant lending experience, education, and/or skill level.We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:Medical, Dental, Vision Insurance401k, With Matching ContributionsTime Off ProgramsHealth Savings Account (HSA)/Dependent CareEmployee BankingGrowth OpportunitiesTuition AssistanceShort-Term/Long-Term Disability InsuranceLearn more about FNBO benefits here: .To obtain compensation and benefit information related to this specific role, e-mail FNBO at . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.Job number: R-20251185Registration Requirement:This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.Equal Opportunity & Belonging:FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.to download 'EEO is The Law' Self-Print Posterto download 'EEO is The Law' Supplement for Federal Contractorsto download 'EEO is The Law' GINA SupplementFNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDICFNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)Application Deadline:All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

First National Bank of Omaha