Business Banker

Sunwest Bank•Flagstaff, AZ

19d

About The Position

The Business Banker completes new and existing client transactions accurately, courteously, and efficiently while addressing questions and concerns and providing an exceptional client experience. The role builds client relationships through needs-based conversations, acts as a trusted advisor, identifies opportunities to deepen relationships, and refers clients to colleagues for additional products and services. Depending on branch needs, approximately 25% of normal working time is allocated to outbound sales and relationship-development activities, including contacting prospects and clients from lead lists, arranging and attending face-to-face meetings, and building brand awareness through community networking. The position processes deposits, withdrawals, transfers, payments, account maintenance, and account-opening activities within assigned authority and in accordance with bank policies and applicable regulations. It also supports branch cash operations, transaction processing, required reporting, and regulatory compliance. This position has no supervisory responsibilities.

Requirements

At least two years of experience in cash handling and customer service, or one year of experience as a teller at another financial institution.
Familiarity with Windows-based personal computers.
Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
Effective time-management skills and the ability to prioritize.
Ability to relate well to people, with a focus on clients.
Action-oriented approach and high energy in serving client and branch needs.
Demonstrated interest in growing in the position and career.
Ability to meet the position's physical demands, including lifting, moving, and carrying up to 40 pounds; standing, walking, and squatting for less than 50% of the work shift; and performing tasks requiring reading, counting, writing, communication, vision, and manual dexterity.
Ability to comply with required training, the Bank's Code of Ethics and Conduct, and applicable laws, regulations, policies, and procedures.

Responsibilities

Provide consistently high-quality service and an exceptional client experience.
Build client relationships, promote loyalty, and identify opportunities to deepen relationships and gain wallet share.
Use a consultative approach to identify client and prospect needs and recommend or refer appropriate bank products and services.
Meet quarterly sales goals through referrals to new and existing clients.
Conduct outbound sales and relationship-development activities, including contacting leads, setting and attending face-to-face meetings, and networking in the community.
Process deposits, withdrawals, transfers, payments, and account maintenance accurately and efficiently within assigned authority limits.
Maintain a cash drawer within assigned limits and balance daily work.
Process daily mail, night-drop, and ATM transactions in dual custody as assigned; balance ATMs when applicable.
Use Transaction Management Systems (TMS), encode transactions, and scan branch transactions.
Process incoming and outgoing cash shipments in dual custody.
Place transaction holds according to bank policies, procedures, and Regulation CC, and execute account stop payments according to bank procedures.
Issue negotiable instruments in accordance with the Bank Secrecy Act and prepare Currency Transaction Reports and Suspicious Activity Concern Reports.
Open personal and basic business accounts and maintain existing accounts, including check and debit card orders, address changes, and signature card updates.
Follow bank policies, procedures, regulations, company rules, safety requirements, and applicable local, state, and federal laws.
Attend required training and maintain knowledge of procedures and regulations relevant to the position, including BSA/AML/CIP, consumer privacy, Regulation CC, information security, Bank Protection Act, FACT-Identity Theft, IT, and GLBA.
Demonstrate professionalism, teamwork, quality work, reliable attendance, and appropriate appearance.
Complete additional duties as assigned that relate to the position.