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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