Bilingual Relationship Banker

CENTRAL BANCOMPANY, INC.•Jefferson City, MO

1d•Onsite

About The Position

The Bilingual Relationship Banker is responsible for meeting and greeting customers, assessing their needs, and explaining available accounts and services. This role involves opening new personal or business accounts, preparing documentation, and providing service for account maintenance and research requests. The banker will also respond to customer inquiries, resolve problems, and demonstrate sound risk management in decision-making, including fraud prevention and robbery guidelines. A key aspect of the role is active participation in the Retail sales program, making referrals to other business units, and acquiring and maintaining knowledge of compliance, security, and regulatory issues. The position requires consistently delivering excellent customer service and assisting colleagues as needed.

Requirements

High school diploma or equivalent
Previous teller or cash handling experience
Previous customer service experience
Previous sales experience
Knowledge of bank accounts and services, policies and procedures, and regulations
Experience with banking software
Communication Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
Ability to write routine reports and correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Strong sales, interpersonal, and communication skills
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations

Nice To Haves

Bilingual (English/Spanish) candidates are highly encouraged to apply!

Responsibilities

Meet and greet customers as they enter the department or facility.
Assess customer needs, explain accounts and services, and assist in selecting appropriate products.
Open new personal or business accounts including checking, savings, CDs, IRAs, internet banking, ATM/debit cards, and credit cards.
Prepare all related documentation accurately.
Provide accurate and timely service on account maintenance, research requests, change of address, stop payments, transfers, check orders, and other customer requests.
Respond to customer inquiries and concerns, and resolve problems or discrepancies.
Demonstrate sound risk management in decision making, including fraud prevention and robbery guidelines.
Comply with loss control measures by maintaining cash drawer within prescribed limits.
Prepare necessary forms for Bank Secrecy Act (BSA) requirements.
Actively participate in the Retail sales program, attend sales training, and work with manager to set and reach goals.
Make referrals to other business units for banking products and services.
Acquire and maintain thorough knowledge of compliance, security, and regulatory issues.
Consistently deliver Legendary Service by greeting customers promptly and professionally.
Facilitate a welcoming and customer-focused environment.
Assist others in the department or facility as needed.