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Job Title: Universal Banker

This multi-role retail banking position will provide important support to each of the retail banking areas: the teller line, the safety deposit area and personal banking area. The ideal candidate must have teller experience and either 1) some personal banking experience, or 2) a strong desire to learn personal banking. Must have exceptional customer service skills, be able to work independently, exercise sound judgment and adapt to the needs and environment of our busy branches.

Essential Duties and Responsibilities:

  • Provides personalized banking services to clients and provides support to team members by performing various duties. Including but not limited to the following (other duties may be assigned):
  • 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 Lake Forest Bank’s suite of products and services
  • 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 Lake Forest Bank & Trust 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;


Position Qualifications:

Education/Learning Experience:

  • High School Diploma or general education degree (GED)
  • Knowledge of administrative and clerical procedures
  • Knowledge of computers and relevant software applications
  • Knowledge of customer service principles and practices

Work Experience:

  • At least one year of Teller experience required (advanced-level Teller experience preferred)
  • Previous personal banking experience preferred, but not required
  • Customer service experience required, including building and maintaining customer relationships
  • Experience working on Metavante/FIS is helpful


  • Ability to work as a team to accomplish tasks required
  • Excellent Customer Service skills
  • Excellent verbal and written communication skills
  • Professional demeanor/presentation
  • Solid computer skills
  • Ability to manage information
  • Ability to organize and plan
  • Ability to multi-task
  • Exceptional attention to detail
  • Ability to take initiative
  • Willingness to be flexible and accommodate to changing demands
  • Reliable

Wintrust and all its subsidiaries are Equal Opportunity Employers