Relationship Banker I

Opportunity Bank of Montana•Bozeman, MT

7d•Onsite

About The Position

The Relationship Banker I performs essential functions and key areas of responsibility under general supervision. This role involves developing customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs. The banker is responsible for opening new personal and business deposit accounts, identifying and selling appropriate consumer loan solutions, responding to customer inquiries, resolving issues, and recognizing and referring cross-sale opportunities. Additionally, the role includes performing all Customer Service Teller functions, managing a cash drawer within proper limits, and balancing as required. Responsibilities also encompass account maintenance and closing, assisting customers with balancing challenges, and offering solutions like fresh start loans. The banker must adhere to all operational and security policies, including compliance and privacy policies. A key aspect of the role is establishing, retaining, and deepening relationships with existing and new customers to achieve branch sales goals and provide exceptional customer service. The position may also involve serving as a Montana Notary Public, verifying document authenticity, and acting as an impartial witness. There is potential to participate in the mentorship and training of new employees. The role requires the ability to prospect and plan selling strategies, both internally and externally, and to actively participate in a calling program. Other related duties may be assigned.

Requirements

Ability to develop customer relationships through active profiling and needs-based questioning.
Proficiency in opening new personal and business deposit accounts.
Skills in identifying and selling appropriate consumer loan solutions.
Ability to respond to customer inquiries and resolve issues.
Capability to recognize and refer cross-sale opportunities.
Proficiency in performing Customer Service Teller functions.
Ability to manage a cash drawer within proper limits and balance accurately.
Skills in performing account maintenance and closing accounts.
Ability to assist customers with balancing challenges.
Knowledge of and adherence to all operational and security policies and procedures, including compliance and privacy policies.
Ability to establish, retain, and deepen customer relationships.
Skills in prospecting and planning selling strategies.
Ability to actively participate in a calling program.
Must be eligible to become a Montana Notary Public.

Nice To Haves

Experience as a Montana Notary Public.
Experience in mentorship and training of new employees.

Responsibilities

Develop customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs.
Open new personal and business deposit accounts.
Identify and sell appropriate consumer loan solutions.
Respond to customer inquiries and resolve issues.
Recognize and refer cross-sale opportunities.
Perform all Customer Service Teller functions.
Manage a cash drawer, maintaining proper cash and authority limits while balancing as required.
Perform maintenance on customer accounts and close accounts.
Assist customers in challenging balancing situations and offer solutions like fresh start loans.
Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies.
Establish, retain, and deepen relationships with existing and new customers to achieve branch sales goals and provide exceptional customer service.
Serve as Montana Notary Public, responsible for verifying authenticity of documents and acting as an impartial witness in the signing of legal documents.
May participate in mentorship and training of new employees.
Demonstrate the ability to prospect and plan selling strategy internally and externally.
Develop and actively participate in a calling program.
Perform other related duties as assigned.