Relationship Banker I - BT Camelback, Phoenix
About The Position
The Relationship Banker (RB) provides personalized customer service, engages clients to understand their banking needs, and helps open new accounts and maintain existing deposit and loan relationships. The RB educates customers about the bank’s services, including digital banking, conducts teller transactions accurately and promptly while maintaining controls and safeguards, and refers clients to other bank business partners. The position is based at the Camelback location and rotates to Sun Health for coverage about 30% of the time. The banker must be able to work every other Saturday morning and remain flexible regarding hours.
Requirements
- At least one year of banking experience in a customer-contact position emphasizing sales of products and services.
- At least one year of cash-handling experience.
- Obtain Notary Public certification within 30 days.
- Knowledge and understanding of bank products and services.
- Ability to multitask and prioritize business opportunities.
- Ability to work in a fast-paced environment and adapt to change.
- Strong organizational, prioritization, and time-management skills.
- Flexibility regarding working hours; ability to work every other Saturday morning.
- Deadline-oriented approach.
- 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.
Nice To Haves
- High school diploma or GED preferred.
- Previous lending experience preferred.
Responsibilities
- Build client relationships and provide solutions to financial needs while following the Customer Service Excellence Agreement and Sales Ethics Roadmap.
- Open new accounts, including IRAs and HSAs, and process deposits, withdrawals, transfers, loan payments, cashier’s checks, foreign currency requests, and other transactions accurately and promptly.
- Process loan applications accurately and promptly.
- Identify customer needs and provide information about suitable products and services.
- Cross-sell bank products and services that meet customers’ needs.
- Monitor customer activity for suspicious and fraudulent activity.
- Refer customers to bank business partners who can address their financial needs.
- Maintain essential controls and safeguards while opening and closing the branch.
- Perform other duties as assigned.
Benefits
- Group health, dental, and vision insurance.
- Generous paid time off (PTO).
- Volunteer time off (VTO).
- 401(k) plan with company match.
- Tuition assistance.
- Company-paid life insurance.
- Paid parental leave.
- Lifestyle Accounts with reimbursement for eligible expenses such as childcare, student loan payments, gym memberships, and pet insurance.
- Team Member Banking products and services with special employee benefits.
- Annual bonus program eligibility for most positions.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
