Printer-friendly versionPrinter-friendly version

Market Manager

Job Title: Market Manager
Department: Retail/Joliet Location - 2108 Jefferson Road, Joliet, IL
Contact: Norma Mitchell, Human Resources Nmitchell@oldplanktrailbank.com
Job Status: Exempt

Duties and Responsibilities:

  • Responsible for being a leader in sustaining the Bank's reputation as an ethical, responsible and integral member of the community.
  • Expand and retain both new and existing relationships by cross-selling services and partnering with appropriate Bank/Wintrust associates.
  • Participation on the Small Business Team.
  • Participate in developing, implementing, and marketing new products, and/or in making strategic product and marketing modifications.
  • Responsible for establishment and management of the sales performance of staff and achievement of sales goals, where applicable.
  • Facilitate regular staff meetings to communicate sales successes and marketing initiatives.
  • Represent the company in community/economic development activities and initiatives; ensure company visibility in all aspects of the community.
  • Ensure staff compliance with bank policies and government regulations by maintaining files, following internal audit, loan review, branch operations, and collection procedures. Adhere to operational controls including legal, corporate and regulatory procedures to ensure safety and security of customer and bank assets.
  • Qualify for, register and maintain mortgage lending originator (MLO) status with the Nationwide Mortgage Licensing system and Registry (NMLS) according to the SAFE Act. Perform MLO activities in accordance with SAFE Act
  • Responsible for processing consumer loan requests, ensuring the staff has the appropriate documentation and understanding of loan products.
  • Maintain an understanding of CRA requirements and consistently work with other staff to reach our Charter's goal of Outstanding.
  • Travel between branches is required; some travel between banks may be necessary
  • Various other tasks as assigned

Experience Required:

  • Five or more years of experience managing in retail banking, or similar, environment.
  • Must have high level of interpersonal skills to handle sensitive and confidential documents and situations
  • Requires demonstrated poise, tact and diplomacy
  • Requires strong verbal and written communications skills
  • Must be able to interact and communicate with individuals at all levels of the organization
  • Excellent customer service and organizational skills
  • Proficiency with MS Office
  • Ability to handle multiple projects simultaneously and work in a fast-paced environment
  • Bilingual English and Spanish speaking highly preferred.

Education required:

  • High School Diploma or equivalent required; two year college degree or specialized training or equivalent work experience preferred.

Old Plank Trail Community Bank is an Equal Opportunity Employer AA M/F/Vet/Disability

  

Underwriter - Commercial Lending

Date Posted: November 12, 2014
Job Title: Underwriter
Department: Commercial Lending - 20012 S. Wolf Road, Mokena, IL
Contact: Norma Mitchell, Human Resources, Nmitchell@oldplanktrailbank.com
Job Status: Exempt

Duties and Responsibilities:

  • Analyze financial information to assist loan officers in making subsequent lending decisions.
  • Assist lenders with preparing loan presentations for approval.
  • Assist loan officers in monitoring loan relationships for compliance with the Loan Agreement
  • Borrowing base monitoring
  • Work with Loan Officer to collect specific information necessary to make informed credit decisions. Examples include financial information from borrowers and industry information and market data from various other sources
  • *Other duties as assigned.

Experience Required:

  • A general familiarity with: major credit and depository services the bank offers to corporate customers; Federal and State banking regulations; the Bank's operational policies and procedures.
  • Knowledge and experience in a Commercial portfolio management or sales setting preferred.
  • Must be self-motivated and proficient in time management skills.
  • Must be a team player.
  • Strong analytical and credit data research skills.
  • Excellent customer service and communication skills.
  • Effective negotiation skills
  • Strong presentation skills
  • Knowledge of Microsoft Office, including Word, Excel and Outlook
  • Ability to work well in a team environment as well as on your own with little direction

Education required:

  • College graduate with a major in business, finance or accounting.
  • Minimum 5 years of commercial underwriting, portfolio management or sales experience.
  • Candidate must have good analytical, writing and communication skills.
  • Applicant must be proficient in Excel and Microsoft Word. Completion of a bank-sponsored commercial credit training program ideal.

Old Plank Trail Community Bank is an Equal Opportunity Employer M/F/Vet/Disability

 

 

Old Plank Trail Community Bank is an Equal Opportunity Employer

 

Part-time Teller - Plainfield

Job Title: Part-time Teller
Department: Plainfield - 13600 S. Route 59, Plainfield, IL
Contact: Norma Mitchell, Human Resources Nmitchell@oldplanktrailbank.com
Job Status: Non-Exempt

Duties and Responsibilities:

  • Promote and maintain positive relations with all customers and co-workers.
  • Project a positive image of the bank through a neat appearance and professional manner.
  • Operate a teller drawer to serve customers and/or bank personnel by:
  • Accepting commercial and consumer deposits, verifying cash and endorsements, and processing transactions on 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.
  • Comply with all department, bank, and regulatory policies and procedures.
  • Perform as a team member in allocating and coordinating workflow.
  • Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
  • Contribute to the fulfillment of department and bank objectives and goals.
  • May be responsible for bank opening/closing
  • Travel between branches is required; some travel between banks may be necessary
  • May assist with training new employees and answering co-workers questions.
  • All other duties as assigned.

Qualifications:

  • Ideal candidate will be customer-oriented and a team player.
  • Pleasant and inviting demeanor
  • Ability to work independently, exercise sound judgment and the ability to multi-task are a must.

Experience Required:

  • Exceptional customer service experience
  • Solid cash handling experience required - prior teller experience preferred.
  • Proficient with MS Office applications

Education required:

  • High School diploma or equivalent

Old Plank Trail Community Bank is an Equal Opportunity Employer AA M/F/Vet/Disability

  

Seasonal Teller - Steger

Job Title: Seasonal Teller
Department: Steger - 20 W. Steger Road, Steger, IL
Contact: Norma Mitchell, Human Resources Nmitchell@oldplanktrailbank.com
Job Status: Non-Exempt

Duties and Responsibilities:

  • Promote and maintain positive relations with all customers and co-workers.
  • Project a positive image of the bank through a neat appearance and professional manner.
  • Operate a teller drawer to serve customers and/or bank personnel by:
  • Accepting commercial and consumer deposits, verifying cash and endorsements, and processing transactions on 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.
  • Comply with all department, bank, and regulatory policies and procedures.
  • Perform as a team member in allocating and coordinating workflow.
  • Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
  • Contribute to the fulfillment of department and bank objectives and goals.
  • May be responsible for bank opening/closing
  • Travel between branches is required; some travel between banks may be necessary
  • May assist with training new employees and answering co-workers questions.
  • All other duties as assigned.

Qualifications:

  • Ideal candidate will be customer-oriented and a team player.
  • Pleasant and inviting demeanor
  • Ability to work independently, exercise sound judgment and the ability to multi-task are a must.

Experience Required:

  • Exceptional customer service experience
  • Solid cash handling experience required - prior teller experience preferred.
  • Proficient with MS Office applications

Education required:

  • High School diploma or equivalent

Old Plank Trail Community Bank is an Equal Opportunity Employer AA M/F/Vet/Disability

  

Call Center Customer Service Representative

Date Posted: April 23, 2015
Job Title: Call Center Customer Service Representative
Department: Operations - 7626 W. Lincoln Highway, Frankfort, IL
Contact: Norma Mitchell, Human Resources (Nmitchell@oldplanktrailbank.com<Nmitchell@oldplanktrailbank.com>)
Job Status: Non-Exempt
Duties and Responsibilities:

  • Employee must consistently deliver superior customer service and represent the Bank in a professional manner.
  • Understand bank products and be able to respond to questions.
  • Employee must be comfortable navigating the core system and locating information needed to respond transaction inquiries, statement dates, changes of address, etc.
  • Coordinate with related departments, and accurately document customer service needs that are not able to be closed out in one phone call.
  • Take requests for maintenance on existing accounts - including overdrafts, product questions, check orders, on-line banking questions, etc.
  • Balances and repairs captured teller work
  • Verify daily maintenance on existing accounts for accuracy of input and proper authorization by the customer or approving officer - including, but not limited to, transfer requests, address and phone number changes, account type changes, int plan changes, card maintenance and reissues, etc.
  • Verify new account input, checking for accuracy and making certain that customer records contain all required information for the type of account.
  • Work with various retail managers to report missing/incomplete information and follow-up to make sure it is either gathered and input in a timely fashion, or account is frozen/closed as appropriate.
  • Spot cross-selling opportunities and make appropriate referrals to expand and retain both new and existing relationships.
  • Participate in community activities.
  • Ensure compliance with bank policies and government regulations by completing assigned training plans in a timely fashion and adhering to the operational controls and procedures to ensure safety and security of customer and bank assets.
  • Various other tasks as assigned
    Qualifications:
  • Must have high level of interpersonal skills to handle sensitive and confidential documents and situations.
  • Requires demonstrated poise, tact and diplomacy.
  • Requires strong verbal and written communications skills.
  • Must be able to interact and communicate with individuals at all levels of the organization
  • Excellent customer service and organizational skills
  • Must be detail oriented and consistently produce high quality accurate work
  • Proficiency with MS Office
  • Ability to handle multiple projects simultaneously and work in a fast-paced environment.
    Experience Required:
  • Exceptional customer service experience.
  • Prior Personal Banking experience is preferred.
    Education required:
  • High School Diploma or equivalent required; two year college degree or specialized training or equivalent work experience preferred.

Old Plank Trail Community Bank is an Equal Opportunity Employer AA M/F/Vet/Disability