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If you need any assistance seeking a job opportunity at Bank of Luxemburg, or if you need reasonable accommodation with the application process, please call 920-845-2345 to speak to someone in Human Resources or contact us at hr@bankoflux.com.

Equal Employment Opportunity/Affirmative Action Policy

Equal Employment Opportunity Is The Law Poster

Employment Opportunities:

       1. Full Time Commercial Loan Sales Officer – Luxemburg Main Branch

       
2. Full Time Investment Rep – Luxemburg Main Branch

       
3. Seasonal Tax Assistant – Luxemburg Main Branch

           
Employee Benefits


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POSITION TITLE: Commercial Loan Sales Officer
LOCATION:
Luxemburg Main
REPORTS TO:
Chief Lending Officer

POSITION SUMMARY: Develops and maintains business relationships with new and existing commercial borrowers and deposit customers. Services a wide variety of businesses and individual loans, both secured and unsecured, many of which involve large amounts of money and/or important customers.

Principal Responsibilities and Duties:
1. Provides and Services Commercial Customers Loans Needs
      A.  Interviews applicants to develop information concerning their business, needs,             desired, abilities and earnings to determine whether a loan may be an acceptable risk.
      B.  Makes decisions on loans and terms within own lending limits, or makes             recommendations o significant loans to a supervisor.
      C.  Underwrites loans acceptable to loan policy guidelines.
      D.  Reviews closing documents and closes loan with customer.
      E.  Follows current loans to ensure complete conformity with terms and knowledge of             developing trends.
      F.  Provides advice and guidance to team members on commercial lending practices             and procedures.

2.  Promotes Business Development
      A.  Maintains positive relationships with bank staff and works with management to             help facilitate a total team concept.
      B.  Supports and assists in the implementation of all bank marketing and sales             strategies designed to maximize growth and profitability.
      C.  Meets with customers to discuss needs and recommends ways the bank can serve             their needs.
      D.  Cross-sells and refers a full range of banking services to present and potential             customers.
      E.  Calls on existing or potential customers to develop new business and to retain or             increase existing business.
      F.  Keeps informed on changes within our market, recommending market opportunities for             growth and development.

3.  Maintains Collections and Charge Off Accounts
      A.  Reviews delinquent reports and/or files to determine plan of action.
      B.  Executes plan of action-phone, letters with goal being to determine problem and             resolve.
      C.  Implements procedures designed to secure repayment of loans in accordance with             repayment plan.

Additional Duties and Responsibilites:
1. Keeps abreast of key economic data and regulatory changes which may impact the financial performance of the Bank.

2. Maintains up-to-date job knowledge through professional reading and affiliation with appropriate industry organizations.

3. Performs other duties as may be necessary to fulfill the responsibilities of this position.

Work Relationships and Scope: Reports to the Chief Lending Officer. Works very closely with other loan department personnel to ensure operational and financial requirements of the Bank are being met. Has occasional contact with all personnel and Board of Directors. Has limited contact with regulators, government agencies, CPA firm and other outside parties. Has access to highly confidential customer, financial and general Bank information. Has certain security, lock up and oversight responsibilities as an Officer of the Bank.

Measures of Performance: Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to customers and co-workers; ability to gain the trust and respect of other managers and employees; customer satisfaction with accuracy of their accounts; accessible and responsive to the needs and concerns of management and employees; soundness of business decisions regarding loan decisions and business practices; analyzes operational problems as they occur and determines solutions, ability to develop new policy and interpret established policies and procedures consistent with their intent, and determine when exceptions may be appropriate; ability to effectively resolve workplace conflicts; effectiveness of communications and development of good working relationships with management, employees and customers; professional demeanor portraying a proper image of the Bank; maintain confidentiality of Bank, personnel, and customer information; participation in training and appropriate professional developments, maintenance of appropriate attendance record and punctuality; understanding of and adherence to Bank policies and procedures; informing and marketing of additional Bank services through cross-selling; professional work place appearance and conduct.

Knowlege, Skills, and Abilities Required: Bachelors degree required. Three to five years lending experience required. Advanced training, knowledge and experience in commercial lending, strong time management, sales, business development, computer and analyzing financial statements required. Must be self-motivated, sales oriented and possess excellent communication skills.

Competencies: Approachability, customer focus, decision making skills, negotiating, and personal accountability.

Working Conditions: Work is generally performed in an office environment. Travel to other offices and customer locations as needed.

Employee Acknowledgement:
This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

I acknowledge that this job description is neither an employment contract nor a legal document. I have received, read, and understand the expectations for the successful performance of this job.

CLICK HERE FOR ONLINE APPLICATION


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POSITION TITLE: Investment Representative
LOCATION:
Luxemburg Main
REPORTS TO:
Vice President of Financial Services

POSITION SUMMARY: Sell investment and insurance services to clients and provides assistance to other investment representatives on sales ideas and training. Develop and maintain the highest standards of customer service with both bank employees and bank customers.

Principal Responsibilities and Duties:
1. Conducts Investment and Insurance Sales
      A.  Make initial contact of potential clients through phone, mail, workshops and set             appointments.
      B.  Interview potential clients assessing investment and insurance needs.
      C.  Provide suggestions of products, course of action and provides client with relevant             information.
      D.  Write up sales based on suggestions, complete application, collect payment, directing             information to office manager for processing and tracking.
      E.  Follow up with periodic review of accounts, ensuring that adequate customer service is             provided by informing customer of current market trends and recommending investment             and insurance strategies.
      F.  Support administrative office personnel.

2.  Promote Business Development
      A.  Support company's goals and objectives, assists branches in obtaining new             relationships.
      B.  Assist and support in the implementation of all marketing and sales strategies             designed to maximize growth and profitability.
      C.  Cross sell and refers a full range of investment and banking services to present and             potential customers.
      D.  Support and assist in the implementation of all bank marketing and sales strategies             designed to maximize growth and profitability.
      E.  Keep informed on changes within our market, recommending market opportunities             for growth and development.

Additional Duties and Responsibilites:
1. Keeps abreast of key economic data and regulatory changes which may impact the financial performance of the Bank.

2. Maintains up-to-date job knowledge through professional reading and affiliation with appropriate industry organizations.

3. Performs other duties as may be necessary to fulfill the responsibilities of this position.

Work Relationships and Scope: Reports directly to Vice President of Financial Services. Has regular contact with all personnel. Has contact with vendors, consultants, regulators, government agencies and other outside parties. Has access to highly confidential customer, financial and general Bank/RJD information. Has certain security, lock up and oversight responsibilities.

Measures of Performance: Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to customers and co-workers; accessible and responsive to the needs and concerns of management and employees; soundness of business decisions made regarding financial and information systems issues, etc.; effectiveness of communications and development of good working relationships with management and employees; professional demeanor portraying a proper image of the Bank/RJD; maintain confidentiality of Bank/RJD, personnel, and customer information; participation in training and appropriate professional developments, maintenance of appropriate attendance record and punctuality; understanding of and adherence to Bank policies and procedures; professional work place appearance and conduct.

Knowlege, Skills, and Abilities Required: Business or finance degree and three to five year?s sales experience in insurance and securities or equivalent experience (five to seven years experience in insurance and securities preferred). Currently have one or more licenses - series 7, 65 & 63 FINRA licenses and/or life and health insurance licenses required and the ability to attain the remaining licensing in six months. Certified Financial Planner (CFP) and Registered Investment Advisor (RIA), is desired. Ability to communicate effectively with people both internally and externally. Ability to manage multiple projects/tasks at one time; flexible; adaptable. Understanding of and concurrence with bank philosophy. Demonstrated ability to work harmoniously with all types of people. Demonstrated ability to obtain cooperation from others and build a sense of teamwork. Must be self-motivated, sales oriented, and possess excellent communication skills. Ability to prioritize and meet deadlines. Keyboard and computer knowledge required.

Competencies: Customer focus, presentation skills, selling, self development, business knowledge, priority setting, goal setting, and innovation.

Leadership Competencies: Approachability, customer focus, visionary, change management, results orientation, and ethics and integrity.

Working Conditions: Work is performed largely in a pleasant office environment with minimal chance for personal injury. Prolonged sitting and intermittent mental and visual concentration. Hours worked are generally during normal business hours and average at least 40-45 hours a week. Some evening and weekend work will be required, with an expectation for a certain amount of community involvement. Travel to other offices and client locations are required. Occassional evenings and Saturday hours.

Employee Acknowledgement:
This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

I acknowledge that this job description is neither an employment contract nor a legal document. I have received, read, and understand the expectations for the successful performance of this job.

CLICK HERE FOR ONLINE APPLICATION


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POSITION TITLE: Seasonal Tax Assistant
LOCATION:
Raymond James Financial Division
REPORTS TO:
Chief Financial Services Officer

POSITION SUMMARY: Has overall responsibility to assist in performing administrative duties incidental to tax preparation.

Principal Responsibilities and Duties:
1. Performs Tax Preparation Activities
      A.  Enters tax information into the Drake Tax software program.
      B.  Produces photo copies of clients tax information, assembling the final tax return.
      C.  Completes billings for the tax preparation.
      D.  Assists with other duties as it relates to tax preparation.

Education and Experience: 3-5 years experience in the preparation of individual income tax returns.

Specific Skills Required: Typing, filing and computer knowledge required. Familiarity tax software required.

Competencies: Approachability, customer focus, informing, technical skills, personal accountability, time management, priority setting, team building, and innovation.

Equipment Used: Computer, adding machine, fax and copier.

Working Conditions: Work is performed in an office environment. Position is on a seasonal basis during February 1 through April 15 of the year and is on a temporary part time basis.

Employee Acknowledgement:
This job description describes the general nature and level of work performed by the employee assigned to this position. Responsibilities and duties describe those functions considered essential to the performance of the job. This description does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by their supervisor. All requirements are subject to change over time, at the discretion of your supervisor and to possible modification to reasonably accommodate individuals with disability.

I have read and understand all of the above job description. I have reviewed these duties for which I am responsible with my supervisor. I understand that this document does not create an employment contract between myself and the Company. I understand that I may terminate my employment relationship with the Company at any time and the Company maintains a similar right.

CLICK HERE FOR ONLINE APPLICATION


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Full time employees are eligible for:
  • Paid Holidays
  • Sick/Personal Days
  • Vacation
  • Insurance Program including Health, Dental, Vision and Cancer
  • Company Provided Life Insurance and Long-Term Disability Insurance
  • Flexible Spending Account
  • Employee Assistance Program
  • Educational Assistance
  • 401K Retirement Plan with Company Match
  • Employee Stock Purchase Plan
  • Bonus Program
  • Special Employee Rates on Loans and Savings Program
  • Employee Social Events
  • Discounted Bank Services

Part time employees are eligible for:

  • Vacation
  • Flexible Spending Account
  • Employee Assistance Program
  • 401K Retirement Plan with Company Match
  • Employee Stock Purchase Plan
  • Bonus Program
  • Special Employee Rates on Loans and Savings Program
  • Employee Social Events
  • Discounted Bank Services

Equal Opportunity Employer

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