Account Manager/Universal Banker

Benefits:

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Vision insurance

Account Manager/Universal Banker - Client Services

The Account Manager at Burling Bank is responsible for providing high-level client service while managing a variety of banking operations. This includes assisting with account openings, completing bank transactions, and troubleshooting issues related to online banking, mobile deposits, and debit card management. This role requires excellent organizational skills, attention to detail, and the ability to work independently and collaboratively.

Key Responsibilities:

• Serve as the primary point of contact for clients, addressing inquiries via phone, email, and secure messages
• Explain and inform clients of available services such as deposit accounts, savings accounts, and certificates of deposit (CDs)
• Establish and maintain relationships with consumer and business customers, assisting in account openings and onboarding processes
• Engage with prospective clients and gather information needed for opening new accounts, conducting customer due diligence, and entering client data into the bank’s core system
• Facilitate business online banking set-ups; establishing access to cash management services (wires, ACH & Positive Pay)
• Manage debit card-related services, including ordering, activating, adjusting limits, and advising on fraud prevention tools
• Execute domestic and international wire transfers
• Perform teller transactions

Required Skills:

• Strong knowledge of banking operations, particularly in account management, teller functions, wire transfers, and risk management
• Excellent customer service skills with the ability to manage client inquiries efficiently and professionally
• Strong attention to detail and the ability to multitask in a fast-paced environment
• Excellent written and oral communication skills
• Ability to work both independently and within a team setting, and adapt to changing situations

Qualifications:

• Associate's Degree in a business related field or major; Bachelor's Degree preferred
• Minimum of 2 years of experience in banking or financial services, preferably in a client-facing role
• Strong computer skills, proficient with Microsoft Office (Word, Excel and Outlook).
• Familiarity with CRM software (Salesforce) and banking software
• Knowledge of AML/CFT regulations and compliance procedures preferred

Located in the heart of Chicago's financial district, Burling Bank is a full service community bank that embraces emerging financial technologies and delivers the very best in client services.