Relationship Banker I - Ames

Bankers Trust CompanyAmes, IA
$22 - $25Onsite

About The Position

At Bankers Trust, we offer a meaningful work environment with a strong emphasis on community engagement, competitive benefits, and employee development. Our team members enjoy an inclusive and community-focused culture, contributing to a premier workplace recognized for its employee engagement. We have been honored as a “Best Place for Working Parents®,” received the Greater Des Moines Partnership’s Inclusion Award multiple times, and were named one of the “Best Businesses Supporting Local Charity.” The Relationship Banker (RB) is responsible for delivering personalized customer service, understanding client banking needs through conversation, and assisting with new and existing account management. This role also involves educating clients on the bank's services, including digital banking, and performing teller transactions accurately while maintaining controls. The RB will refer clients to appropriate business partners within the bank and must be available to work every other Saturday morning with flexible hours.

Requirements

  • Minimum of one year of banking experience in a customer contact position with emphasis on sales of products and services required
  • Minimum one year of cash handling experience required
  • Notary Public certification within 30 days is required
  • 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 required, including a criminal background check and credit check.

Nice To Haves

  • High school diploma or GED preferred
  • Previous lending experience preferred

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
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