Relationship Banker I or II - Clive
About The Position
The Relationship Banker (RB) is responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new accounts and maintaining existing deposit/loan relationships. This position facilitates customer awareness and education of the bank's services, including digital banking capabilities. The RB conducts teller transactions in an accurate and timely manner while maintaining essential controls and safeguards. This position also refers clients to business partners within the Bank. The RB must be able to work every other Saturday morning and be flexible regarding hours.
Requirements
- High school diploma or GED preferred
- Minimum of one year of banking experience in a customer contact position with emphasis on sales of products and services required (for RB I)
- Minimum one year of cash handling experience required (for RB I)
- At least three years of banking experience in a customer contact position with emphasis on sales of products and services required (for RB II)
- At least three years of underwriting/loan decision experience required (for RB II)
- Proven sales record/business development experience required (for RB II)
- Notary Public certification within 30 days is required
- Signature Medallion within 90 days (for RB II)
- Knowledge and an understanding of bank products and services
- Ability to multitask and prioritize business opportunities as needed
- Ability to work in a high paced environment
- Adaptable to change
- Strong organizational, prioritization, and time management skills
- Flexible regarding working hours
- Deadline oriented
- Critical thinking, negotiation, and problem solving skills
- Data processing and digital banking knowledge
- Positive, team focused attitude
- Ability to work independently and use electronic resources
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008
Nice To Haves
- Previous lending experience preferred (for RB I)
Responsibilities
- Provides personalized customer service, building relationships with clients and providing solutions to their financial needs while following the Customer Service Excellence Agreement and Sales Ethics Roadmap
- Opens new accounts (including IRA's and HSA's), processes deposits, withdrawals, transfers, loan payments, cashier's checks, foreign currency requests and other transactions accurately and timely
- Processes loan applications accurately and timely
- Identifies customer needs and provides information on products and services that meet those needs
- Cross-sells bank products and services that meet customers' needs
- Monitors customer activity for suspicious and fraudulent activity
- Refers customers to Bank business partners who are able to provide solutions for their financial needs
- Maintains essential controls and safeguards while opening and closing the branch
- Performs other duties as assigned
Benefits
- Group Health, Dental, and Vision Insurance
- Generous Paid Time Off (PTO)
- Volunteer Time Off (VTO)
- 401(k) plan with lucrative company match
- Tuition assistance
- Company Paid Life Insurance
- Paid Parental Leave
- Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
- Team Member Banking - a suite of products and services with special benefits for employees
- Annual bonus program
- Incentives and/or commissions (for select positions)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
