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Job Title: Teller

Lake Forest Bank & Trust is seeking a highly motivated, detail-oriented team player who takes pride in their work and makes exceptional customer service a priority.

Responsibilities:

  • Service clients in a courteous and professional manner, consistent with our community bank  philosophy
  • Perform typical teller duties
  • Meet teller standards, including balancing daily with minimal differences per established policy
  • Must be flexible to work opening/closing schedule and Saturdays
  • Answer phones in a courteous and professional manner
  • Promote a team environment
  • Other duties as assigned

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position

Qualifications:

  • Ideal candidate will be customer-oriented and a team player
  • Clear, concise and friendly communication skills
  • Must be flexible to work occasional opening/closing shifts and  most Saturdays


Education Required:

  • High school diploma or equivalent


Experience Required:

  • Prior Teller experience - or solid cash handling experience
  • Exceptional customer service skills
  • Attention to detail and accuracy
  • Retail experience helpful


Wintrust and all its subsidiaries are Equal Opportunity Employers


Job title: Universal Banker (Lake Bluff)

Responsibilities: This multi-role retail banking position will provide important support to each of the retail banking areas: the teller line and the 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, enjoy working in a team environment, be able to work independently, exercise sound judgment and adapt to the needs and environment of our busy branches.

Primary responsibilities will include:

  • Perform typical teller duties
  • Open/close all types of retail and commercial deposit accounts
  • Provide banking services by responding to customer inquiries
  • Perform daily maintenance on existing accounts - including overdrafts, wire transfers, check orders, online banking questions, etc.
  • Expand and retain both new and existing relationships by understanding and matching client's financial needs
  • Answer phones in a courteous and professional manner
  • Available to work Saturdays and flexible hours during the week to include opening and closing shifts
  • Providing support to team members across the retail banking department
  • Other duties and responsibilities as assigned

Education/Learning Experience:

  • A High School diploma or equivalent is required
  • 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 preferred
  • Previous personal banking experience preferred
  • Customer service experience required, including building and maintaining customer relationships
  • Experience working on Metavante/FIS is helpful

Skills/Knowledge:

  • Ability to work as a team to accomplish tasks required
  • Customer service orientation
  • Excellent verbal and written communication skills
  • Proficient in Word, Excel and Outlook. Ability to learn other bank software as required
  • Ability to multi-task
  • Exceptional attention to detail
  • Ability to organize and plan
  • Ability to take initiative, willingness to be flexible and adapt to changing demands
  • Reliable

Job Title: Personal Banker

Responsibilities:

Lake Forest Bank and Trust is seeking a highly motivated, outgoing and enthusiastic individual to join our Personal Banking staff at our busy Main Branch. Ideal candidate will possess strong Personal Banking experience, demonstrate exceptional customer service, have the ability to work both independently and as a team, exercise sound judgment, and multi-task.


Primary responsibility is to develop and build quality customer relationships. Must be able to competently discuss the various products and services available to suit the needs of the customer and the Bank. Must maintain up-to-date knowledge of all bank products, services and regulations to effectively handle all aspects of retail clients’ needs, including:

  • Opening/closing/servicing all types of retail and commercial accounts
  • Selling, underwriting & servicing retail/consumer loans (must be registered with NMLS)
  • Responding to customers’ inquiries and requests
  • Researching and resolving problems
  • Cross-selling all bank products and services
  • Making sales referrals to specialized areas of the bank
  • Ordering checks

  • Successful candidate will be expected to comply with internal security policies and procedures; company policies; regulations, and; maintain customer confidentiality at all times
  • Maintain accurate bank records
  • Obtain documentation and provide disclosures required to complete account transactions
  • Cooperatively assist/support bank activities and department needs
  • Other duties as assigned

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of this position.

Qualifications:

  • High school diploma or equivalent
  • Teller and/or Personal Banking experience a plus
  • Demonstrate commitment to provide superior customer service
  • Solid regulatory knowledge
  • Demonstrate clear, concise and polite oral & written communication skills
  • Excellent probing and listening skills to uncover customer needs
  • Must be able to handle a multitude of situations in a calm, practical and professional demeanor
  • Demonstrate superior interpersonal skills needed for building rapport with customers, staff and management
  • Ability to manage multiple priorities, produce excellent work results and follow through on commitments.
  • Self-starter with ability to work independently and as a team
  • Strong organizational skills
  • Professional image and strong work ethic

  • Proficient knowledge of the Microsoft Office Suite is required