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via Job Listings
posted_at: 2 days agoschedule_type: Full-time
Job Description
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses
Job Description
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
The Personal Banker position is a mid-level role within the Retail Banking Department. This non-exempt (hourly) role services the branch and provides professional customer service across both Teller and Banker functions. Additionally, they serve as a needs-based sales professional who thoroughly understands First American Bank’s retail banking product and service offering.
DUTIES & RESPONSIBILITIES:
Sales:
• Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about the features and benefits of First American Bank personal banking products.
• Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer.
• Identify and engage in sales conversations with customers and assist them in selecting banking products and services that best meet their needs. Responsible for taking Home Equity and other retail loan applications, as well as closing loans, and referring mortgages to internal partners.
• Partner with other areas of the bank to promote: Business Banking, Wealth Management, Treasury Management, and Merchant services.
• Participate in outbound calling, local community events, and other related activities to increase market awareness.
• Meet or exceed assigned sales goals.
Service:
• Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved.
• Provide high-level customer experiences by assessing and implementing resolution for sensitive customer issues. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• Utilize tools and resources to organize and analyze customer data to align customer needs to tailored recommendations for products and services. Manage pipeline to adequately capture conversations and opportunities for prospective and current customers.
• Perform all daily personal banking tasks, including, but not limited to opening, maintaining, and closing deposit accounts (consumer accounts, business accounts, and IRAs).Exercise judgement with respect to required documentation for specific transactions and evaluate First American Bank’s ability to act upon a request.
• Assist and educate new and existing customers on available servicing technology which includes online banking and mobile technology.
• Participate in phone queues to service customers which includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• Provide teller services including, balancing teller drawer, performing customer transactions, processing cash advances, depositing currency, ordering coin, and other teller services.
• Adhere to all company policies and procedures.
• Assist in performing opening and closing procedures of the branch as needed.
Risk Management:
• Analyze and identify risks while conducting customer transactions. Utilize compliance and fraud training to accurately respond and escalate suspicious activity to the appropriate department.
• Participate in internal audits demonstrating an understanding of internal bank policies and procedures to ensure exemplary customer service standards are met.
QUALIFICATIONS:
• High School degree or equivalent required.
• College degree in business or related field a plus.
• Compressive training and professional development are provided to adequately prepare employees, equipping individuals with the skill sets to succeed the role. Trainings will include technical and customer service topics via classroom style, electronic, and one-on-one trainings.
• This position requires the individual to take loan applications and close loans.
• This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS).
• Minimum one year of personal banking, customer service, or sales experience required.Ability to handle cash transactions and proficient in working with US currency.
• Proven track record of sales experience preferred.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Cold calling sales ability, with assertive, positive, and persistent style.
• Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
• Occasional travel to other First American Bank locations to assist other branches, Bank functions, and training facilities required.
• Typically scheduled for a 36 – 40 hour work week between the hours Monday through Friday 8:00 a.m. to 5:00 p.m. and Saturday 8:00 a.m. to 1:00 p.m. Additional hours may be required depending upon business need.
• Punctuality is required to maintain First American Bank’s customer service standards Show more details...
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
The Personal Banker position is a mid-level role within the Retail Banking Department. This non-exempt (hourly) role services the branch and provides professional customer service across both Teller and Banker functions. Additionally, they serve as a needs-based sales professional who thoroughly understands First American Bank’s retail banking product and service offering.
DUTIES & RESPONSIBILITIES:
Sales:
• Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about the features and benefits of First American Bank personal banking products.
• Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer.
• Identify and engage in sales conversations with customers and assist them in selecting banking products and services that best meet their needs. Responsible for taking Home Equity and other retail loan applications, as well as closing loans, and referring mortgages to internal partners.
• Partner with other areas of the bank to promote: Business Banking, Wealth Management, Treasury Management, and Merchant services.
• Participate in outbound calling, local community events, and other related activities to increase market awareness.
• Meet or exceed assigned sales goals.
Service:
• Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved.
• Provide high-level customer experiences by assessing and implementing resolution for sensitive customer issues. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• Utilize tools and resources to organize and analyze customer data to align customer needs to tailored recommendations for products and services. Manage pipeline to adequately capture conversations and opportunities for prospective and current customers.
• Perform all daily personal banking tasks, including, but not limited to opening, maintaining, and closing deposit accounts (consumer accounts, business accounts, and IRAs).Exercise judgement with respect to required documentation for specific transactions and evaluate First American Bank’s ability to act upon a request.
• Assist and educate new and existing customers on available servicing technology which includes online banking and mobile technology.
• Participate in phone queues to service customers which includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary.
• Provide teller services including, balancing teller drawer, performing customer transactions, processing cash advances, depositing currency, ordering coin, and other teller services.
• Adhere to all company policies and procedures.
• Assist in performing opening and closing procedures of the branch as needed.
Risk Management:
• Analyze and identify risks while conducting customer transactions. Utilize compliance and fraud training to accurately respond and escalate suspicious activity to the appropriate department.
• Participate in internal audits demonstrating an understanding of internal bank policies and procedures to ensure exemplary customer service standards are met.
QUALIFICATIONS:
• High School degree or equivalent required.
• College degree in business or related field a plus.
• Compressive training and professional development are provided to adequately prepare employees, equipping individuals with the skill sets to succeed the role. Trainings will include technical and customer service topics via classroom style, electronic, and one-on-one trainings.
• This position requires the individual to take loan applications and close loans.
• This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS).
• Minimum one year of personal banking, customer service, or sales experience required.Ability to handle cash transactions and proficient in working with US currency.
• Proven track record of sales experience preferred.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Cold calling sales ability, with assertive, positive, and persistent style.
• Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
• Occasional travel to other First American Bank locations to assist other branches, Bank functions, and training facilities required.
• Typically scheduled for a 36 – 40 hour work week between the hours Monday through Friday 8:00 a.m. to 5:00 p.m. and Saturday 8:00 a.m. to 1:00 p.m. Additional hours may be required depending upon business need.
• Punctuality is required to maintain First American Bank’s customer service standards Show more details...
via LinkedIn
posted_at: 5 days agoschedule_type: Full-time
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of... savers, borrowers, and businesses in the 21st century.
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of... savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This hourly (non-exempt) position is responsible for general facility maintenance at First American Bank locations.
DUTIES & RESPONSIBILITIES:
• Daily duties consist of HVAC, plumbing, electrical, low voltage network wiring, carpentry, relocating document containers, relocating equipment, and other tasks.
• Responsible for general maintenance activities, including but not limited to pest control, landscaping, and pressure washing the exterior of buildings.
• Complete documentation in a timely, accurate, and complete matter so that service requests can be appropriately documented and tracked.
• Support the Bank’s function by providing exceptional service to internal and external customers.
• Consistently seek cost-effective strategies in all facility-related areas.
• Assist Bankers and Back Office employees with questions and concerns relating to office, building, and grounds maintenance.
• Conduct and complete additional assignments/projects as designated by management.
QUALIFICATIONS:
• High School degree or equivalent required.
• Minimum one year in building or maintenance construction required.
• Ability to understand building and construction drawings.
• Must be capable of towing trailers up to Class V type, driving service van and boom truck, and operating boom lifts.
• Ability to work unsupervised, follow schedules, and prioritize scheduled and unscheduled tasks.
• Ability to lift, push, or pull over 60 pounds regularly (over 70% of the time).
• Must be fluent in the English language.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
• This position requires regular travel to corporate facilities and Bank locations throughout the Chicagoland and Wisconsin branch network.
• Typical scheduled hours are Monday through Friday between 6:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need. Occasional weekend work may be required.
• Punctuality is required to maintain First American Bank’s customer service standards.
First American Bank is an Equal Opportunity Employer
(Minorities/Females/Disabled/Veterans).
First American Bank will not sponsor applicants for work visas Show more details...
This hourly (non-exempt) position is responsible for general facility maintenance at First American Bank locations.
DUTIES & RESPONSIBILITIES:
• Daily duties consist of HVAC, plumbing, electrical, low voltage network wiring, carpentry, relocating document containers, relocating equipment, and other tasks.
• Responsible for general maintenance activities, including but not limited to pest control, landscaping, and pressure washing the exterior of buildings.
• Complete documentation in a timely, accurate, and complete matter so that service requests can be appropriately documented and tracked.
• Support the Bank’s function by providing exceptional service to internal and external customers.
• Consistently seek cost-effective strategies in all facility-related areas.
• Assist Bankers and Back Office employees with questions and concerns relating to office, building, and grounds maintenance.
• Conduct and complete additional assignments/projects as designated by management.
QUALIFICATIONS:
• High School degree or equivalent required.
• Minimum one year in building or maintenance construction required.
• Ability to understand building and construction drawings.
• Must be capable of towing trailers up to Class V type, driving service van and boom truck, and operating boom lifts.
• Ability to work unsupervised, follow schedules, and prioritize scheduled and unscheduled tasks.
• Ability to lift, push, or pull over 60 pounds regularly (over 70% of the time).
• Must be fluent in the English language.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
• This position requires regular travel to corporate facilities and Bank locations throughout the Chicagoland and Wisconsin branch network.
• Typical scheduled hours are Monday through Friday between 6:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need. Occasional weekend work may be required.
• Punctuality is required to maintain First American Bank’s customer service standards.
First American Bank is an Equal Opportunity Employer
(Minorities/Females/Disabled/Veterans).
First American Bank will not sponsor applicants for work visas Show more details...
via LinkedIn
posted_at: 5 days agoschedule_type: Full-time
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of... savers, borrowers, and businesses in the 21st century.
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of... savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
The Senior Leveraged Finance Commercial Loan Analyst is responsible for servicing a specific group of the division’s existing business customers and to assume responsibility for aspects of credit and loan management for those customers within the leveraged lending group. In addition, this individual is responsible for evaluating and underwriting leveraged finance transactions, including leveraged buyouts, recapitalizations, and other corporate finance activities. This senior analyst may be responsible for customer retention and relationship management.
DUTIES & RESPONSIBILITES
• Conduct thorough financial analysis of potential leveraged finance transactions, including assessing historical and projected financial performance, evaluating cash flow metrics, and analyzing collateral value.
• Perform comprehensive credit analysis to assess leveraged lending transactions, including leveraged buyouts, recapitalizations, and other corporate finance activities.
• Independently analyze and measure First American Bank’s risk through regular financial assessment of existing business customers to evaluate transaction economics, debt capacity, and potential risk factors. Present individual analyses at internal bank meetings held to assess business customers’ financial conditions.
• Manage assigned authority, through the daily exercise of discretion and independent judgment, for loan approval for existing business customers, including assessment of credit approval, collateral decisions and loan structure, as well as authorizing and approving wire transfers and customer account overdrafts.
• Delegate and direct the training and oversight of, and allocation of workload to, Commercial Loan Analysts, fostering their professional development and enhancing team capabilities.
• Analyze loan documents, with responsibility for ensuring accuracy, and meet with customers to finalize execution.
• Monitor existing leveraged finance portfolio for performance and compliance with covenants, conducting periodic reviews and assessments as necessary.
• Recommend and provide expert advice and counsel to existing bank customers on a broad range of bank products and services, both within the Commercial Loan Department and also including Treasury Management, Wealth Management, Private Banking and Trade Finance, based on individualized assessment of the customer’s overall business needs and financial circumstance.
• Stay abreast of market trends, regulatory developments, and industry best practices related to leveraged finance and commercial lending.
• Conduct and complete additional assignments/projects as designated by management.
QUALIFICATIONS
• Bachelor degree required with an emphasis in business, finance or accounting preferred.
• Minimum four years of commercial credit analysis or equivalent experience required, preferably in the leverage finance sector.
• Ability to work independently with minimal supervision, provide supervision to other employees, and prioritize multiple responsibilities.
• Exercise an advanced understanding of the commercial loan transaction, including credit approval, collateral decisions and loan structure.
• Detail oriented individual with solid financial/accounting aptitude.
• Must be self-motivated, efficient, and possess cooperative work habits to quickly adjust to the fast pace of peak transaction periods and new business.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
• Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required.
• Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.
• Hybrid office scheduling.
• Punctuality is required to maintain First American Bank’s customer service standards.
First American Bank is an Equal Opportunity Employer
(Minorities/Females/Disabled/Veterans).
First American Bank will not sponsor applicants for work visas Show more details...
The Senior Leveraged Finance Commercial Loan Analyst is responsible for servicing a specific group of the division’s existing business customers and to assume responsibility for aspects of credit and loan management for those customers within the leveraged lending group. In addition, this individual is responsible for evaluating and underwriting leveraged finance transactions, including leveraged buyouts, recapitalizations, and other corporate finance activities. This senior analyst may be responsible for customer retention and relationship management.
DUTIES & RESPONSIBILITES
• Conduct thorough financial analysis of potential leveraged finance transactions, including assessing historical and projected financial performance, evaluating cash flow metrics, and analyzing collateral value.
• Perform comprehensive credit analysis to assess leveraged lending transactions, including leveraged buyouts, recapitalizations, and other corporate finance activities.
• Independently analyze and measure First American Bank’s risk through regular financial assessment of existing business customers to evaluate transaction economics, debt capacity, and potential risk factors. Present individual analyses at internal bank meetings held to assess business customers’ financial conditions.
• Manage assigned authority, through the daily exercise of discretion and independent judgment, for loan approval for existing business customers, including assessment of credit approval, collateral decisions and loan structure, as well as authorizing and approving wire transfers and customer account overdrafts.
• Delegate and direct the training and oversight of, and allocation of workload to, Commercial Loan Analysts, fostering their professional development and enhancing team capabilities.
• Analyze loan documents, with responsibility for ensuring accuracy, and meet with customers to finalize execution.
• Monitor existing leveraged finance portfolio for performance and compliance with covenants, conducting periodic reviews and assessments as necessary.
• Recommend and provide expert advice and counsel to existing bank customers on a broad range of bank products and services, both within the Commercial Loan Department and also including Treasury Management, Wealth Management, Private Banking and Trade Finance, based on individualized assessment of the customer’s overall business needs and financial circumstance.
• Stay abreast of market trends, regulatory developments, and industry best practices related to leveraged finance and commercial lending.
• Conduct and complete additional assignments/projects as designated by management.
QUALIFICATIONS
• Bachelor degree required with an emphasis in business, finance or accounting preferred.
• Minimum four years of commercial credit analysis or equivalent experience required, preferably in the leverage finance sector.
• Ability to work independently with minimal supervision, provide supervision to other employees, and prioritize multiple responsibilities.
• Exercise an advanced understanding of the commercial loan transaction, including credit approval, collateral decisions and loan structure.
• Detail oriented individual with solid financial/accounting aptitude.
• Must be self-motivated, efficient, and possess cooperative work habits to quickly adjust to the fast pace of peak transaction periods and new business.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
• Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required.
• Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.
• Hybrid office scheduling.
• Punctuality is required to maintain First American Bank’s customer service standards.
First American Bank is an Equal Opportunity Employer
(Minorities/Females/Disabled/Veterans).
First American Bank will not sponsor applicants for work visas Show more details...
via ZipRecruiter
posted_at: 7 days agoschedule_type: Full-time
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of... savers, borrowers, and businesses in the 21st century.
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of... savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This position is responsible for the management and direction of client advisory, financial planning, private banking and new business development within Private Wealth Advisory. Provide subject matter expertise on the Wealth Management Group’s strategic initiatives and offer direction, guidance, and decision making to achieve desired results.
DUTIES & RESPONSIBILITIES:
Develop and implement policies and strategies necessary to achieve financial goals of Private Wealth Advisory.
Integrate client advisory, investment management, private banking and business development to ensure a cohesive client experience and to deliver a consistent message to clients and prospective clients.
Develop, manage, and retain the most complex and important client relationships within Private Wealth Advisory.
Participate with bank partners in high end sales opportunities.
Work closely with Chief Investment Officer and Chief Fiduciary Officer to assure a cohesive message and product offering.
Hire, train, and mentor direct reports to assure First American Bank values and service standards are consistent. Prepare and conduct employee performance reviews for direct reports.
Oversee incentive compensation plans for staff in Wealth Advisory.
Manage expenses and resources to efficiently and effectively accomplish goals and objectives.
Develop and implement marketing initiatives.
Actively participate in any committee appointments.
QUALIFICATIONS:
College degree with advanced certificate or degree preferred.
Professional credentials such as CFP®, CPA, or CFA preferred.
Minimum 10 years of experience in the Wealth Management field with demonstrated experience in comprehensive financial planning, investment management, and business development required.
Strong written and verbal communications skills including ability to speak before groups.
Must be self-motivated and have excellent organizational skills.
Must have excellent computer skills.
Proficient with Microsoft Office products and the ability to learn and understand other systems and software easily.
Must be able to utilize technology to facilitate goals of the department.
This position requires regular travel by car to various locations throughout the Bank's Chicago market.
Occasional out-of-state travel may be required.
Typical hours are Monday-Friday 8:00 a.m.-5:00 p.m.
Additional hours will be required as workload dictates Show more details...
This position is responsible for the management and direction of client advisory, financial planning, private banking and new business development within Private Wealth Advisory. Provide subject matter expertise on the Wealth Management Group’s strategic initiatives and offer direction, guidance, and decision making to achieve desired results.
DUTIES & RESPONSIBILITIES:
Develop and implement policies and strategies necessary to achieve financial goals of Private Wealth Advisory.
Integrate client advisory, investment management, private banking and business development to ensure a cohesive client experience and to deliver a consistent message to clients and prospective clients.
Develop, manage, and retain the most complex and important client relationships within Private Wealth Advisory.
Participate with bank partners in high end sales opportunities.
Work closely with Chief Investment Officer and Chief Fiduciary Officer to assure a cohesive message and product offering.
Hire, train, and mentor direct reports to assure First American Bank values and service standards are consistent. Prepare and conduct employee performance reviews for direct reports.
Oversee incentive compensation plans for staff in Wealth Advisory.
Manage expenses and resources to efficiently and effectively accomplish goals and objectives.
Develop and implement marketing initiatives.
Actively participate in any committee appointments.
QUALIFICATIONS:
College degree with advanced certificate or degree preferred.
Professional credentials such as CFP®, CPA, or CFA preferred.
Minimum 10 years of experience in the Wealth Management field with demonstrated experience in comprehensive financial planning, investment management, and business development required.
Strong written and verbal communications skills including ability to speak before groups.
Must be self-motivated and have excellent organizational skills.
Must have excellent computer skills.
Proficient with Microsoft Office products and the ability to learn and understand other systems and software easily.
Must be able to utilize technology to facilitate goals of the department.
This position requires regular travel by car to various locations throughout the Bank's Chicago market.
Occasional out-of-state travel may be required.
Typical hours are Monday-Friday 8:00 a.m.-5:00 p.m.
Additional hours will be required as workload dictates Show more details...
via Salary.com
schedule_type: Full-time
Job Description
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5 billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses
Job Description
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5 billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This hourly (non-exempt) position is responsible for the daily processing all domestic and foreign incoming/outgoing wire transfers.
Must be able to satisfy on-site responsibilities in Elk Grove Village, Illinois.
DUTIES & RESPONSIBILITIES:
• Originate outgoing wire transfers, both domestic and international, for First American Bank (FAB) customers.
• Utilize specialized software to input wire data, communicate with the Federal Reserve, execute the wire transfer, and purchase foreign currency, all within specified time frames.
• Utilize special account software to view customer accounts and answer general account questions as well as questions pertaining to wire transfers.
• Collect customer information, wire transfer details, and special requests via phone and Ca$hTrac (commercial online banking system).
• Post or apply wire transactions to customer accounts.
• Perform administrative tasks associated with the completing, distributing, and filing of wire transfers.
• Utilize computer software applications daily, including spreadsheets, online account systems, and wire transfer systems to process incoming and outgoing wire transfers.
• Review customer-originated outgoing wire transfers received via interfacing cash management software.
• Responsible for user setups and profile maintenance within the wiring system and FAB’s Business Banking platform.
• Cross-train in other areas of the Central Operations Department, as necessary.
• Perform other duties as assigned by management.
QUALIFICATIONS:
• High School degree or equivalent required. Some college education a plus.
• Minimum one year of customer service, banking experience, or bank operations experience required.
• Must be able to work in a fast paced environment to meet Federal Reserve cut off times, while maintaining accuracy and providing an exceptional level of customer service.
• Strong attention to detail and excellent organizational skills are required.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. Occasional travel to other First American Bank locations, Bank functions and training facilities required.
• Typical scheduled hours are Monday through Friday 7:30 am - 6:00 pm. Scheduled into two shifts. Saturdays may be required.
• Flexible work from home options available.
• Punctuality is required to maintain First American Bank’s customer service standards Show more details...
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5 billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This hourly (non-exempt) position is responsible for the daily processing all domestic and foreign incoming/outgoing wire transfers.
Must be able to satisfy on-site responsibilities in Elk Grove Village, Illinois.
DUTIES & RESPONSIBILITIES:
• Originate outgoing wire transfers, both domestic and international, for First American Bank (FAB) customers.
• Utilize specialized software to input wire data, communicate with the Federal Reserve, execute the wire transfer, and purchase foreign currency, all within specified time frames.
• Utilize special account software to view customer accounts and answer general account questions as well as questions pertaining to wire transfers.
• Collect customer information, wire transfer details, and special requests via phone and Ca$hTrac (commercial online banking system).
• Post or apply wire transactions to customer accounts.
• Perform administrative tasks associated with the completing, distributing, and filing of wire transfers.
• Utilize computer software applications daily, including spreadsheets, online account systems, and wire transfer systems to process incoming and outgoing wire transfers.
• Review customer-originated outgoing wire transfers received via interfacing cash management software.
• Responsible for user setups and profile maintenance within the wiring system and FAB’s Business Banking platform.
• Cross-train in other areas of the Central Operations Department, as necessary.
• Perform other duties as assigned by management.
QUALIFICATIONS:
• High School degree or equivalent required. Some college education a plus.
• Minimum one year of customer service, banking experience, or bank operations experience required.
• Must be able to work in a fast paced environment to meet Federal Reserve cut off times, while maintaining accuracy and providing an exceptional level of customer service.
• Strong attention to detail and excellent organizational skills are required.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. Occasional travel to other First American Bank locations, Bank functions and training facilities required.
• Typical scheduled hours are Monday through Friday 7:30 am - 6:00 pm. Scheduled into two shifts. Saturdays may be required.
• Flexible work from home options available.
• Punctuality is required to maintain First American Bank’s customer service standards Show more details...
via ZipRecruiter
schedule_type: Full-time
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of... savers, borrowers, and businesses in the 21st century.
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of... savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This position handles the daily operational functions within the Item Processing department. This includes: importing and balancing files throughout the day including Teller Capture, Inclearings and Proof of Deposit (POD), data entry, processing mail deposits, foreign check processing, and providing support to various business units.
DUTIES & RESPONSIBILITIES:
Download and import files from various sources into POD system. Verify files are in balance and are successfully transmitted to the Computer room.
Process incoming mail which includes balancing and posting to customer accounts for loan payments and checking/savings deposits through Teller Capture.
Review, data enter, and balance rejected items.
Process foreign checks. Debit/Credit accounts, create cash letters, and ensure funds are received from correspondent bank.
Create CD-ROMs requested by customers and other business units.
Research and process non-conforming images (NCI). Create Image Replacement Documents (IRD).
Provide support and direction to internal departments as needed. Handle requests to pull or print notices for other business units.
Process Verification of Deposits (VOD) that come in via U.S. Mail.
Create the outgoing cash letters and verify processing is in balance for end of day submission to correspondent banks.
Track and prepare statistical reports for management.
QUALIFICATIONS:
High School Dipolma or GED required. Some college and/or banking courses preferred.
Minimum of 1 year experience in banking or bank-related field required.
Previous experience in Operations and, balancing is preferred.
Must be detail-oriented and have a good figure aptitude with a high level of accuracy, and analytical skills.
Ability to multi-task and perform tasks consistently and accurately while meeting deadlines.
Strong verbal and written communication skills required to effectively work with internal and external relationships.
Previous experience with Windows based systems including spreadsheets and Word, and be able to comfortably navigate in multiple applications.
May Occasionally be required to travel to other branches.
Availability Monday through Friday 7:30 a.m. to 7 p.m.
Must be flexible to work different shifts Show more details...
This position handles the daily operational functions within the Item Processing department. This includes: importing and balancing files throughout the day including Teller Capture, Inclearings and Proof of Deposit (POD), data entry, processing mail deposits, foreign check processing, and providing support to various business units.
DUTIES & RESPONSIBILITIES:
Download and import files from various sources into POD system. Verify files are in balance and are successfully transmitted to the Computer room.
Process incoming mail which includes balancing and posting to customer accounts for loan payments and checking/savings deposits through Teller Capture.
Review, data enter, and balance rejected items.
Process foreign checks. Debit/Credit accounts, create cash letters, and ensure funds are received from correspondent bank.
Create CD-ROMs requested by customers and other business units.
Research and process non-conforming images (NCI). Create Image Replacement Documents (IRD).
Provide support and direction to internal departments as needed. Handle requests to pull or print notices for other business units.
Process Verification of Deposits (VOD) that come in via U.S. Mail.
Create the outgoing cash letters and verify processing is in balance for end of day submission to correspondent banks.
Track and prepare statistical reports for management.
QUALIFICATIONS:
High School Dipolma or GED required. Some college and/or banking courses preferred.
Minimum of 1 year experience in banking or bank-related field required.
Previous experience in Operations and, balancing is preferred.
Must be detail-oriented and have a good figure aptitude with a high level of accuracy, and analytical skills.
Ability to multi-task and perform tasks consistently and accurately while meeting deadlines.
Strong verbal and written communication skills required to effectively work with internal and external relationships.
Previous experience with Windows based systems including spreadsheets and Word, and be able to comfortably navigate in multiple applications.
May Occasionally be required to travel to other branches.
Availability Monday through Friday 7:30 a.m. to 7 p.m.
Must be flexible to work different shifts Show more details...
via ZipRecruiter
posted_at: 11 days agoschedule_type: Full-time
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of... savers, borrowers, and businesses in the 21st century.
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of... savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This position is responsible for maintaining the Bank's fund position with the Federal Reserve Bank and all correspondent banking relationships. Involves monitoring fed fund and mutual funds daily rates, and being able to make sound investment judgments. Work closely with both the investment team and the wire transfer team. Be able to work independently and able to meet daily time restricted deadlines.
DUTIES & RESPONSIBILITIES:
Manage daily funds position.
Determine target balances needed to maintain appropriate balance for Federal Reserve account and invest or purchase funds overnight to meet those targets.
Balance and post general ledger tickets for both incoming and outgoing cash letters.
Utilize specialized wire transfer software for input of wires and pulling reports from system for balancing.
Invest, redeem or purchase funds daily.
Determine how, where, and when to purchase/sell funds to maximize return/minimize costs.
Operate personal computer and utilize computer software applications on a daily basis including wire transfer system, on-line accounts, and especially spreadsheets. Balance pledge accounts monthly.
Monitor investment safekeeping agency to insure funds are received and accurate and that it is what was expected.
Purchase or sell investments as directed by the investment department.
Confirm purchase or sale with investment agency, make sure trade happens as was expected if not work with the investment agency to correct.
Appropriately document and file all investments.
Process investment payments as they are received, confirm for accurate amounts, if not work with agency to find discrepancies.
Manage daily account balances with Federal Reserve Bank and all correspondent bank accounts.
Manage the transit general ledger account.
Work with the recon department and the item processing department to clear outstanding items.
Back up wire transfer manager in administrative duties.
Manage branches shipments and orders of cash to insure accurate Federal Reserve account balance.
QUALIFICATIONS:
High School diploma or equivalent plus additional training equal to 2 years of college.
Two - three years of previous bank operations or treasury operations required.
Solid written and verbal communication skills.
Personal computer skills, previous experience with Quattro Pro spreadsheets, and databases is preferred.
Comfortable with working in a Windows environment.
Monday through Friday 8:00am-5:00pm Show more details...
This position is responsible for maintaining the Bank's fund position with the Federal Reserve Bank and all correspondent banking relationships. Involves monitoring fed fund and mutual funds daily rates, and being able to make sound investment judgments. Work closely with both the investment team and the wire transfer team. Be able to work independently and able to meet daily time restricted deadlines.
DUTIES & RESPONSIBILITIES:
Manage daily funds position.
Determine target balances needed to maintain appropriate balance for Federal Reserve account and invest or purchase funds overnight to meet those targets.
Balance and post general ledger tickets for both incoming and outgoing cash letters.
Utilize specialized wire transfer software for input of wires and pulling reports from system for balancing.
Invest, redeem or purchase funds daily.
Determine how, where, and when to purchase/sell funds to maximize return/minimize costs.
Operate personal computer and utilize computer software applications on a daily basis including wire transfer system, on-line accounts, and especially spreadsheets. Balance pledge accounts monthly.
Monitor investment safekeeping agency to insure funds are received and accurate and that it is what was expected.
Purchase or sell investments as directed by the investment department.
Confirm purchase or sale with investment agency, make sure trade happens as was expected if not work with the investment agency to correct.
Appropriately document and file all investments.
Process investment payments as they are received, confirm for accurate amounts, if not work with agency to find discrepancies.
Manage daily account balances with Federal Reserve Bank and all correspondent bank accounts.
Manage the transit general ledger account.
Work with the recon department and the item processing department to clear outstanding items.
Back up wire transfer manager in administrative duties.
Manage branches shipments and orders of cash to insure accurate Federal Reserve account balance.
QUALIFICATIONS:
High School diploma or equivalent plus additional training equal to 2 years of college.
Two - three years of previous bank operations or treasury operations required.
Solid written and verbal communication skills.
Personal computer skills, previous experience with Quattro Pro spreadsheets, and databases is preferred.
Comfortable with working in a Windows environment.
Monday through Friday 8:00am-5:00pm Show more details...
via ZipRecruiter
schedule_type: Full-time
Job Description
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses
Job Description
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This entry-level hourly (non-exempt) position is responsible for all aspects of preparing and maintaining qualified and non-qualified retirement plans and Section 125 plans.
DUTIES & RESPONSIBILITIES:
• Draft plan documents and corporate resolutions establishing qualified and non-qualified retirement plans and Section 125 plans.
• Review existing qualified and non-qualified retirement plans and Section 125 plans in conjunction with preparing their amendment and restatement.
• Prepare employee communications, including Summary Plan Descriptions, Summaries of Material Modifications, Beneficiary Designation Forms, election forms, and required participant notices.
• Draft corporate resolutions, amendments, and employee notices for qualified and non-qualified retirement plans.
• Prepare various governmental filings.
• Obtain fidelity bonds for new qualified retirement plans.
• Apply for and secure Employer Identification Numbers and Trust Identification Numbers.
• Prepare distribution packages for plan participants.
• Communicate clearly and professionally with clients and their advisors on plan design issues.
• Coordinate with other staff members to resolve issues or gather data.
• Research technical and regulatory concerns.
• Develop and maintain working knowledge of retirement plan legislation and gain extensive knowledge of ERISA laws and regulations over time.
• Conduct and complete additional assignments/projects as designated by management.
QUALIFICATIONS:
• Associate degree required. Bachelor's degree preferred.
• Paralegal certificate preferred.
• Retirement industry coursework or designation preferred but not required.
• Proven ability to handle multiple tasks independently, demonstrate strong attention to detail, and work well under pressure in a deadline-driven environment.
• A history of academic and/or professional success with a persistent desire for professional development and a proven track record of achieving results.
• Qualified military veterans are encouraged to apply.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Ability to read and interpret legal documents.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft 365 and PDF editor products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
• Experience with the Relius Document ASP Subscriber System preferred, but not required.
• Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required.
• May travel to client meetings within the Chicagoland area.
• Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.
• Punctuality is required to maintain First American Bank's customer service standards.
• Additional hours may be required during our busy season (October-January) and as needed for special projects.
Employment Type: FULL_TIME Show more details...
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This entry-level hourly (non-exempt) position is responsible for all aspects of preparing and maintaining qualified and non-qualified retirement plans and Section 125 plans.
DUTIES & RESPONSIBILITIES:
• Draft plan documents and corporate resolutions establishing qualified and non-qualified retirement plans and Section 125 plans.
• Review existing qualified and non-qualified retirement plans and Section 125 plans in conjunction with preparing their amendment and restatement.
• Prepare employee communications, including Summary Plan Descriptions, Summaries of Material Modifications, Beneficiary Designation Forms, election forms, and required participant notices.
• Draft corporate resolutions, amendments, and employee notices for qualified and non-qualified retirement plans.
• Prepare various governmental filings.
• Obtain fidelity bonds for new qualified retirement plans.
• Apply for and secure Employer Identification Numbers and Trust Identification Numbers.
• Prepare distribution packages for plan participants.
• Communicate clearly and professionally with clients and their advisors on plan design issues.
• Coordinate with other staff members to resolve issues or gather data.
• Research technical and regulatory concerns.
• Develop and maintain working knowledge of retirement plan legislation and gain extensive knowledge of ERISA laws and regulations over time.
• Conduct and complete additional assignments/projects as designated by management.
QUALIFICATIONS:
• Associate degree required. Bachelor's degree preferred.
• Paralegal certificate preferred.
• Retirement industry coursework or designation preferred but not required.
• Proven ability to handle multiple tasks independently, demonstrate strong attention to detail, and work well under pressure in a deadline-driven environment.
• A history of academic and/or professional success with a persistent desire for professional development and a proven track record of achieving results.
• Qualified military veterans are encouraged to apply.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Ability to read and interpret legal documents.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft 365 and PDF editor products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
• Experience with the Relius Document ASP Subscriber System preferred, but not required.
• Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required.
• May travel to client meetings within the Chicagoland area.
• Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.
• Punctuality is required to maintain First American Bank's customer service standards.
• Additional hours may be required during our busy season (October-January) and as needed for special projects.
Employment Type: FULL_TIME Show more details...
via ZipRecruiter
posted_at: 5 days agoschedule_type: Full-time
SUMMARY
The Retail Operations primary goal is to assist employees through identifying issues, training, training material and creating tools to resolve issues with industry best practices. This position takes a lead role in creating an outstanding client service experience and assisting the Retail/Operations staff become consistent in how we complete our daily tasks. The Retail Operations... position reinforces the Bank’s commitment to consistently
SUMMARY
The Retail Operations primary goal is to assist employees through identifying issues, training, training material and creating tools to resolve issues with industry best practices. This position takes a lead role in creating an outstanding client service experience and assisting the Retail/Operations staff become consistent in how we complete our daily tasks. The Retail Operations... position reinforces the Bank’s commitment to consistently deliver a high-quality client experience through his or her own example along with appropriate follow through with colleagues.
ESSENTIAL DUTIES
• Evaluates training needs of the Retail staff and offers specific guidance. This position would direct and manage ongoing Retail training.
• Effectively communicates with Bank staff to gain an understanding of needs.
• Assist in providing consistent and efficient best practices for retail branch operations.
• Adhering to written policies and procedures that reflect the goals and objectives of the Bank and governing bodies
• Change existing and create new procedures for retail that are current and can be expanded to assist the bank staff.
• Create and use training material for each procedure to assist employees. The continual goal for this position is to identify training opportunities and develop and provide the proper tools and procedures.
• Maintain a “pipeline” of training opportunities.
• Maintain a training schedule.
• Maintains a log of all training and tasks that are completed.
• Compiles and reports bank data as required by management.
• Reinforces the Bank’s commitment to consistently deliver a high-quality client experience through his or her own example along with appropriate follow through with involved clients and colleagues.
• Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
ENVIRONMENT AND PHYSICAL ACTIVITY
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
MENTAL DEMANDS
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, reasoning, math, language, presentations, verbal communication, written communication, analytical reasoning, stress, training others, multiple concurrent tasks and constant interruptions.
MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
• College degree or coursework preferred in business, finance or accounting.
• Minimum of (3) years of banking experience required.
• Basic math skills and analytical skills; ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to quickly adapt to different environments, and unpredictable situations.
• Detail oriented, able to multi-task Show more details...
The Retail Operations primary goal is to assist employees through identifying issues, training, training material and creating tools to resolve issues with industry best practices. This position takes a lead role in creating an outstanding client service experience and assisting the Retail/Operations staff become consistent in how we complete our daily tasks. The Retail Operations... position reinforces the Bank’s commitment to consistently deliver a high-quality client experience through his or her own example along with appropriate follow through with colleagues.
ESSENTIAL DUTIES
• Evaluates training needs of the Retail staff and offers specific guidance. This position would direct and manage ongoing Retail training.
• Effectively communicates with Bank staff to gain an understanding of needs.
• Assist in providing consistent and efficient best practices for retail branch operations.
• Adhering to written policies and procedures that reflect the goals and objectives of the Bank and governing bodies
• Change existing and create new procedures for retail that are current and can be expanded to assist the bank staff.
• Create and use training material for each procedure to assist employees. The continual goal for this position is to identify training opportunities and develop and provide the proper tools and procedures.
• Maintain a “pipeline” of training opportunities.
• Maintain a training schedule.
• Maintains a log of all training and tasks that are completed.
• Compiles and reports bank data as required by management.
• Reinforces the Bank’s commitment to consistently deliver a high-quality client experience through his or her own example along with appropriate follow through with involved clients and colleagues.
• Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
ENVIRONMENT AND PHYSICAL ACTIVITY
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
MENTAL DEMANDS
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, reasoning, math, language, presentations, verbal communication, written communication, analytical reasoning, stress, training others, multiple concurrent tasks and constant interruptions.
MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
• College degree or coursework preferred in business, finance or accounting.
• Minimum of (3) years of banking experience required.
• Basic math skills and analytical skills; ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to quickly adapt to different environments, and unpredictable situations.
• Detail oriented, able to multi-task Show more details...
via Job Listings
schedule_type: Full-time
Job Description
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses
Job Description
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This position is responsible for researching issues, analyzing data, designing & developing solutions, documentation, and supporting system environments as assigned by the department manager.
DUTIES & RESPONSIBILITIES
• Perform development and testing of simple and complex solutions.
• Research technical issues and propose appropriate solutions.
• Write queries, analyze, and report on data across various data sources.
• Create support, system level, and end user documentation.
• Manage assignments following the software development life cycle, change management, and ticket procedures.
• Maintain effective working relationships with data center and business representatives.
• Provide timely status updates on assigned work to project and department managers.
• Responsible for designing solutions for existing systems.
• Perform other duties as assigned by management.
QUALIFICATIONS
• Bachelor's degree and/or certifications in related field preferred.
• Familiarity with concepts, practices, and procedures associated with the IT industry required.
• Self-motivated with the ability to learn and apply concepts quickly.
• Sharp analytical and problem solving skills.
• Ability to multi-task effectively.
• Minimum 1 year of experience working in programming required.
• Strong verbal and written communication skills.
• Competent in more than one programming language.
• Competent with writing SQL queries and scripts.
• Competent with Microsoft Office developer tool products.
• Minimal travel to branches and training facilities may be necessary.
• Typical business hours are an 8 hours period between 7 AM and 6 PM Monday through Friday.
• Available for off hours support and working approximately one Saturday per month Show more details...
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to... meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
This position is responsible for researching issues, analyzing data, designing & developing solutions, documentation, and supporting system environments as assigned by the department manager.
DUTIES & RESPONSIBILITIES
• Perform development and testing of simple and complex solutions.
• Research technical issues and propose appropriate solutions.
• Write queries, analyze, and report on data across various data sources.
• Create support, system level, and end user documentation.
• Manage assignments following the software development life cycle, change management, and ticket procedures.
• Maintain effective working relationships with data center and business representatives.
• Provide timely status updates on assigned work to project and department managers.
• Responsible for designing solutions for existing systems.
• Perform other duties as assigned by management.
QUALIFICATIONS
• Bachelor's degree and/or certifications in related field preferred.
• Familiarity with concepts, practices, and procedures associated with the IT industry required.
• Self-motivated with the ability to learn and apply concepts quickly.
• Sharp analytical and problem solving skills.
• Ability to multi-task effectively.
• Minimum 1 year of experience working in programming required.
• Strong verbal and written communication skills.
• Competent in more than one programming language.
• Competent with writing SQL queries and scripts.
• Competent with Microsoft Office developer tool products.
• Minimal travel to branches and training facilities may be necessary.
• Typical business hours are an 8 hours period between 7 AM and 6 PM Monday through Friday.
• Available for off hours support and working approximately one Saturday per month Show more details...
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