Lead Relationship Banker

Glacier Bancorp, Inc.•Missoula, MT

4d•Onsite

About The Position

The Lead Relationship Banker serves as a trusted resource and role model within the branch, delivering exceptional customer service while supporting both teller operations and relationship banking activities. This position is responsible for building and deepening customer relationships, assisting clients with a full range of banking transactions and account services, and identifying opportunities to connect customers with products and solutions that meet their financial needs. The Lead Relationship Banker works closely with the Branch Manager to help ensure the smooth day-to-day operation of the branch, provide guidance and support to team members, maintain operational excellence, and foster a customer-focused culture. This position leads through performance, expertise, and collaboration rather than through direct supervisory authority.

Requirements

A high school degree or GED is required.
Two to four years of similar or related experience in banking.
Working knowledge of standard office equipment.
Skills in areas related to computer operation/use including working knowledge of Microsoft applications and ability to learn new systems/applications.
Communicate Effectively: both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques.
Demonstrate soft phone skills by treating all internal and external customers in a polite and courteous manner.
Customer Service: We are community-inspired and pride ourselves to offer exceptional service to both our internal and external customers. We expect you, as an employee, to support our values and visions of Integrity, Service and Success.
Teamwork: Demonstrate ability to work independently and as part of a team.
Work cooperatively and effectively with others to set and achieve goals, help others, resolve problems, and make decisions that enhance organizational effectiveness.
Professionalism: Exhibit a professional manner in dealing with others; work to develop and maintain cooperative and positive working relationships; represent the bank in a positive manner; maintain credibility with others.
Ethical Behavior: Model high standard of honesty, integrity, trust, and openness.
Understand and follow through with appropriate standards of conduct and moral judgment; willing to act outside the norm when needed to adhere to ethical principles.
Communicate and demonstrate actions in a consistent manner.
Respect others, regardless of individual capabilities, agendas, opinions or needs.
Confidentiality: Maintain strict confidentiality regarding any information obtained during performing job duties; adhere to Bank policies and procedures regarding confidentiality.
Quality Management: Adhere to guidelines, protocol, policies, and procedures and supervisory directives; improve and promote work quality; demonstrate accuracy, thoroughness, and attention to detail; strive to achieve good results.
Adaptability: Adapt positively to change; manage competing demands and effectively handle changes, delays and/or unexpected events with a positive attitude.
Planning and Organization: Prioritize, organize, and plan work; use time efficiently; and achieve results within time frames.
Complete work in a timely, accurate manner and be conscientious about assignments and deadlines.
Judgment/Problem Solving: Display ability and willingness to make sound decisions; identify and resolve problems in a timely and positive manner; exhibit sound judgment; appropriately handles both routine and non-routine situations.
Individual Responsibility and Accountability: Accept responsibility for own work performance; accept responsibility for own actions and outcomes and does not blame others.
Demonstrate willingness to take initiative in performing job duties, resolving issues, and making suggestions for improvement.
Conduct follow-through and meet commitments and agreements in a timely manner; relied upon by others as a source of valid information.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimines, and calculators.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
Must be able to work extended hours or travel off site whenever required or requested by management.
Must be capable of regular, reliable and timely attendance.
Must be capable of climbing / descending stairs in an emergency situation.
The employee is constantly required to stand and walk.
Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

Responsibilities

Deliver outstanding customer service by creating meaningful relationships and providing a welcoming branch experience.
Serve as a primary point of contact for customers, managing interactions from initial inquiry through resolution.
Accurately process a variety of customer transactions, including deposits, withdrawals, payments, transfers, and other teller functions.
Open and maintain consumer and business deposit accounts and assist customers with a variety of service requests.
Identify customer financial needs and recommend appropriate products and services, including digital banking solutions, deposit products, lending opportunities, and referrals to bank specialists.
Actively support branch growth through new account acquisition, relationship deepening, and referral generation.
Promote increased customer use of bank products, services, and technology to enhance customer satisfaction and convenience.
Demonstrate advanced operational knowledge and serve as a resource for teller and banker team members regarding policies, procedures, and customer service standards.
Perform high-level operational duties, including serving as backup vault teller and assisting with cash management and balancing functions as assigned.
Support branch operations by helping coordinate daily workflow, ensuring service standards are met, and assisting in the resolution of customer and operational issues.
Partner closely with the Branch Manager to reinforce branch goals, support team development, and contribute to a positive and collaborative work environment.
Lead by example in production performance, customer service excellence, professionalism, and adherence to bank policies and procedures.
Assist with onboarding and training of new team members and provide ongoing coaching through knowledge sharing and mentorship.
Ensure all transactions and activities are completed accurately and in compliance with established policies, banking regulations, security procedures, and audit requirements.
Maintain thorough knowledge of bank products, services, systems, and regulatory requirements.
Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Maintain strict confidentiality of customer’s personal and financial information.
Develop and improve skills through training programs and regular feedback discussions with supervisors which help further professional development.
Participate in all training sessions and complete all assigned OnCourse training courses and achieve a passing score by due date.
Adhere to First Security Bank’s core values; represent the bank in a professional manner which includes a professional image, confidentiality, positive ‘can-do’ attitude, good attendance, punctuality, flexibility, and adaptability in meeting internal and external customer needs.
Display excellent customer service with both internal and external clients.
Embody First Security Bank’s “Welcome” tenets: Warm – Demonstrate warmth; be genuine and approachable, Engage – Engage with teammates and customers; be present in every interaction, Listen – Actively listen to employees and clients, Connect – Build relationships, connect with the community and teams, Opportunity – Seek out opportunities to serve others, Modify – Modify your approach to meet employees and clients where they are; style-flex and adapt as appropriate, Experience – Create a true experience for the client by providing exceptional customer service on their financial journey.
Must be capable of regular, reliable, and timely attendance to accomplish essential job functions including in-person contact with internal and external customers.
Position performs other duties as needed/assigned.