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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

  

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

Part-time Teller Frankfort

Date Posted: May 4, 2015
Job Title: Part-time Teller
Department: Frankfort 45 – 20901 South LaGrange Road, Frankfort, IL
Contact: Norma Mitchell, Human Resources (Nmitchell@oldplanktrailbank.com<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 New Lenox

Date Posted: May 4, 2015
Job Title: Seasonal Teller
Department: New Lenox – 280 Veterans Parkway, New Lenox, IL
Contact: Norma Mitchell, Human Resources (Nmitchell@oldplanktrailbank.com<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.
  • o 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 

Part-time Teller Lansing

Date Posted: May 22, 2015
Job Title: Part-time Teller
Department: Lansing-3256 Ridge Road, Lansing, IL
Contact: Norma Mitchell, Human Resources
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 

Part-time Teller Mokena

Date Posted: May 22, 2015

Job Title: Part-time Teller

Department: Mokena - 20012 S. Wolf Road, Mokena IL

Contact: Norma Mitchell, Human Resources
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

 

Credit Analyst

Date Posted: June 3, 2015
Job Title: Credit Analyst
Department: Business Banking - Small Business - Lansing location - 3256 Ridge Road, Lansing, IL
Contact: Norma Mitchell, Human Resources
Job Status: Exempt

Duties and Responsibilities:

  • Spread balance sheets and income statements in financial statement spreading software.
  • Independently analyze credit and financial information of businesses and individuals to determine the degree of risk associated with the extension of credit.
  • Actively participate in customer and prospect calls as a part of the underwriting and due diligence process.
  • Actively participate in internal meetings with credit and lending staff as part of the credit approval process.
  • Generate and interpret financial ratios for the purpose of evaluating an applicant's financial condition.
  • Perform industry analysis and compare applicants against peer data.
  • Perform collateral analysis of current and prospective customers.
  • Assist in the preparation of loan approval forms for use in decision making by loan officers and the Bank's Credit Committees.
  • Assist in the closing of loans, including reviewing internal and external documentation for accuracy.
  • Review and maintain credit files.
  • Develop a working knowledge of credit/loan policy for credit requests.
  • Complete compliance testing within the specified time period.
  • Assist in additional tasks as needed, including exception tracking and clearing, preparing and/or testing client covenant compliance, and assisting in the preparation and monitoring of ongoing financial and collateral reporting requirements.
  • *Other duties as assigned.


Job duties will include underwriting various credit requests, servicing and monitoring relationships and other such duties as determined by the department.


Qualifications:

  • Effective analytical and problem-solving skills to identify strengths and weaknesses and form conclusions.
  • Detail oriented.
  • Proficiency in Microsoft Office applications, including Word, Excel and Outlook.
  • Strong written and oral skills are required to effectively communicate, as appropriate, for the needs of the audience.
  • Strong listening skills essential to interpret information and ask appropriate questions.
  • Ability to work in a team environment.
  • Ability to meet deadlines and work within time constraints required
.

Experience required:


  • Accounting experience
.

Education required:

  • A four-year college degree in Finance or Accounting.

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

Part-time Teller

Date Posted: June 5, 2015
Job Title: Part-time Teller
Department: Joliet - 2108 Jefferson Road, Joliet, 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 

Full-Time Universal Banker

Date Posted: June 12, 2015

Job Title: Full-Time Universal Banker

Department: Shorewood - 931 Brook Forest Avenue, Shorewood, IL

Contact: Norma Mitchell, Human Resources (Nmitchell@oldplanktrailbank.com)

Job Status: Non-Exempt


Duties and Responsibilities:

As an ambassador for the bank, provides personalized banking services to clients by performing various duties, including cash handling, operates multi-line telephone system to answer incoming calls and directs callers; welcomes and announces visitors to appropriate personnel; and provides support to team members by performing various duties. Including but not limited to the following (other duties may be assigned):

  • Is able to express and bestow Old Plank Trail Community Bank's mission to clients - existing/potential, internal/external.
  • Possesses a professional image when greeting and welcoming all guests to the bank and assists as appropriate.
  • Identifies and promotes opportunities to fulfill needs for clients with Old Plank Trail Community Bank's suite of products and services, including referring clients to our Treasury Management; and our affiliates Wintrust Wealth Management and Wintrust Mortgage.
  • Processes client transactions, including deposits; account withdrawals; cashing checks; and sales of cashier's checks, traveler's checks and gift cards, etc.
  • Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
  • Accepts loan payments.
  • Removes deposits from and counts and balances cash in automated teller machines (ATM) and night depository.
  • Accepts and prepares wires transfer requests for clients.
  • Assists clients with account inquiries such as balances, transaction history, item detail, online banking issues, or maintenance, etc.
  • Fields routine inquiries, such as rates, types of account Old Plank Trail Community Bank offers, fees for routine services; etc.
  • Performs research and problem solving as needed for clients.
  • Performs account/client maintenance such as stop payments, funds transfers, ordering/maintenance/ inquiries of debit/ATM cards, and opening/renegotiating basic CDs, etc.
  • Gathers all necessary information, prepares documentation, opens and maintains personal deposit accounts such as certificates of deposit, checking, savings, and money markets accounts, etc.
  • Provides ongoing relationship servicing to clients by providing such services as check ordering, on-line banking, debit card issues, address changes, account titling changes, and other account/client maintenance to maintain goodwill and gain additional business.
  • This position has Teller Supervisor responsibilities.


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:

  • Prior Customer Service and/or Personal Banking experience preferred.
  • Previous teller experience is required - supervisory experience preferred.
  • Ability to work well in a team 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.
  • Must be detail oriented and produce high quality accurate work the first time.
  • Proficiency with MS Office.
  • Ability to handle multiple projects simultaneously and work in a fast-paced environment.
  • Must be able to travel to the bank's other locations dependent upon business needs.

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

Part-Time Teller

Date Posted: June 12, 2015

Job Title: Part-time Teller

Department: Frankfort 30 - 7626 W. Lincoln Highway, Frankfort, 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