Relationship Banker I

Relationship BankerThe Relationship Banker is a branch based sales and service position whose primary goal is to help customers by discovering financial needs, helping with problem resolutions, and processing transactions when needed. The Relationship Banker will take a lead role in creating an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services, and help the Sales Office meet sales and service objectives contributing to the bank's Strategic Plan. The Relationship Banker will provide exceptional service in face-to-face interactions with customers.

The Relationship Banker will assist customers by handling teller transactions accurately and efficiently during peak service times. The Relationship Banker will partner with the sales office team and specialists (such as Loan Officers, Business Bankers, etc.), to ensure the customer gets access to experts who can help them with specialized financial needs.Essential FunctionsThis position requires flexible hours.Relationship DevelopmentIdentify and meet customer needs through sales and serviceActively listens for opportunities to cross-sell additional products and servicesDemonstrates Raving Fans behaviors and use of the Winning Play while creating an exceptional customer experience to new and existing customersAchieves or exceeds Sales and Service goalsResolves customer complaints regarding sales and serviceBranch Operations - TellerMaintain an adequate cash drawer at all times; this includes buying and selling currency to and from the vault, as necessaryConducts cash, deposit, loan, and withdrawal transactions accuratelyBalances cash drawer in accordance with Bank procedures and regulationsPerform as a team member in allocating and coordinating the work flowContribute to the fulfillment of the department and bank objectives and goalsProcesses night depositsCompletes Teller Hours Worksheet accurately and in a timely mannerPrepares compliance forms, such as, Monetary Instrument Log (MIL), Currency Transaction Report (CTR), etc. accurately and in a timely mannerOperates bank equipment, such as, teller system, teller scanner, currency counter, cash advance machine, etc.Issues Official Checks and Money OrdersTrains with Head Teller to perform Head Teller duties when neededAttends branch meetingsProcesses credit card cash advancesPerforms other duties as assignedBranch Operations – Personal BankerMaintains accurate safe deposit box contracts and ensures accuracy of all recordsSubmits Reg.

E disputes to designated departmentProvides support for the EIM process and educates customers on Reg. ESends foreign items for collectionSubmits online title applicationsProvides teller services and additional support for all branch staffServices Deposit AccountAccepts stop paymentsOrders checks and deposit slipsCompletes onboarding process, including, thank you notes and follow up phone calls within allotted timeAnswers customer inquiries and resolves issuesAccepts and processes wire transfer requestsResolves technical exceptionsAssisting Sales OfficersAssists Sales Officers by accepting and processing loan applications; and, closing and booking loansCollaborates with Sales Officer to correct technical exceptionsPartners with Sales Officers to achieve and exceed sales and service; and, deposit and loan growth attainmentsComplianceAdhere to all regulatory requirements and bank policies and proceduresResolves any discrepancies involving Currency Transaction Reports (CTR), Monetary Instrument Log (MIL) in a timely mannerNotifies Head Teller of any outage before close of dayAdheres to the Cash Control ProceduresEnsures teller area is secure and all security requirements are followedCompletes required online training assignments in a timely mannerWorking ConditionsGenerally good with little exposure to noise, extreme temperatures, dust, or other adverse factors.Considerable effort and eyestrain from continuously verifying accuracy of all work leaving the department.May be required to stand for long periods of time while providing teller service.Minimum Level of Preparation and TrainingHigh School diploma or equivalentTwo years previous experience with direct customer service interaction requiredPrevious experience servicing new accounts preferredTeller experience preferredRequired Abilities, Knowledge, and SkillsAbility to further develop consumer and commercial relationships and cross-sell additional products and services to match customer's needs and wantsAbility to develop knowledge of the bank's products, services, and processesAbility to accomplish multiple objectives in a fast paced environmentAbility to develop a thorough understanding of bank specific software and other basic office equipmentExcellent communication, team-work, and customer service skillsStrong organizational, time management, and presentation skillsWorking knowledge of Microsoft Office Applications, such as, Work, Excel, and OutlookEmployees are required to perform other duties as assigned by management that may not be listed. Management reserves the right to change this job description as needed