Financial Institutions Examiner Trainee

Position: FINANCIAL INSTITUTIONS EXAMINER TRAINEE
Job

Requisition

Division/Section/Unit:
Banking/Banks and Trust Companies/Specialized Activities/IT

HR Tracking #: 37966

Position Title:

Financial Institutions Examiner Trainee - Upward Mobility Program

Closing Date: 02/24/2026

Agency:
Department of Financial and Professional Regulation

Class

Title:

FIN INSTITUTIONS EXAMINER TRN (14978)

Skill Option: UMP Credential

Bilingual Option:
None

Salary:
Anticipated Starting Salary $4,756 a month;
Full Range $4,756-$6,533 a month

Job Type: Salaried

Category:
Full Time

County:
Sangamon

Number of Vacancies : 1

Bargaining Unit Code: RC062 Technical Employees, AFSCME

Merit Comp Code:

This position is a union position; therefore, provisions of the relevant collective bargaining agreement/labor contract apply to the filling of this position.

All applicants who want to be considered for this position MUST apply electronically through the  website. State of Illinois employees should click the link near the top left to apply through the Success Factors employee career portal.

Applications submitted via email or any paper manner (mail, fax, hand delivery) will not be considered.

Why Work for Illinois?

Working with the State of Illinois is a testament to the values of compassion, equity, and dedication that define our state. Whether you're helping to improve schools, protect our natural resources, or support families in need, you're part of something bigger-something that touches the lives of every person who calls Illinois home.

No matter what state career you're looking for, we offer jobs that fit your life and your schedule-flexible jobs that provide the gold standard of benefits. Our employees can take advantage of various avenues to advance their careers and realize their dreams. Our top-tier benefits and great retirement packages can help you build a rewarding career and lasting future with the State of Illinois.

Position Overview

Under direct supervision, for a period of six to twelve months, travels to receive classroom and on-the-job training in performing on-site examinations of corporate fiduciaries for the purpose of determining their financial condition, safety and soundness, compliance with state and federal laws and regulations. Evaluates the corporate fiduciaries management, operations, internal controls and auditing, earnings, compliance, and asset management. Travels extensively to assigned facilities for examinations.

State of Illinois Benefits

* Health, Life, vision, and dental insurance

* 12 weeks paid maternity/paternity leave

* Pension Plan - Vesting at 10 years for Tier II

* Full 20-year retirement awards free health insurance during retirement

* Deferred compensation and other pre-tax benefits programs

* Paid state holidays, 12-14 days annually

* 3 paid Personal Business Days annually

* 12 Paid Sick Days annually (Sick days carry over year to year)

* 10-25 Days of Paid Vacation time annually (10 days in year one of employment)

* Personal, sick, and vacation rates modified for 12 hour work schedules (as applicable)

* Employee Assistance Program and/or mental health resources

For more information about our benefits please follow this link: https://www
2.illinois.gov/cms/benefits/Pages/default.aspx

Essential Functions

* Assists higher level examiners and receives training in conducting or by observing all phases of the examination as assigned and completes exercises designed to increase the examiner's knowledge.

* Participates in seminars and classroom training to learn more about the industry, state and federal fiduciary laws, rules and regulations, examination methods and procedures, and corporate structures. Travels to conduct these duties

* Assists higher level examiners in evaluating and determining a corporate fiduciary's compliance with applicable state and federal laws and rules and regulations, and internal routines and controls using the uniform interagency trust rating system and the department procedures as guidelines. Travels to conduct these duties.

* Assists higher level examiners in communicating with and interviewing officers, directors and employees of corporate fiduciaries in a professional and tactful manner and assists in presenting examination findings. Travels to conduct these duties.

* Assist higher level examiners in gathering information and reviewing the accuracy of a corporate fiduciary's consolidated report of condition, income and financial statements and the trial balance of fiduciary activities. Verifies trust assets held by the corporate fiduciary or held by other custodians. Travels to conduct these duties.

* Performs other duties as required or assigned which are reasonably within the scope of the duties enumerated above.

Minimum Qualifications

* Requires possession of a bachelor's degree in accounting, finance, economics or banking; or a master's degree in business administration.

This class is included as an Upward Mobility Program credential title.

Preferred Qualifications

* Prefers at least three years of experience working in a bank or financial institution.

*…