Relationship Banker II

SIMON•Conway, AR

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Personal Banker performs a key relationship building role for the bank and is responsible for in depth customer interactions and making financial recommendations to customer and prospective customers. The Personal Banker is personable, trustworthy, knowledgeable of bank products and services, and able to handle tasks efficiently and accurately while engaging in relationship building conversations.

Requirements

Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations.
Ability to write simple correspondence.
Ability to read, write, analyze and comprehend simple instructions, financial reports and/or legal documents.
Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization
Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
HS Diploma/GED
One year customer service required
MS Office programs
Must be able to communicate well with customers and other associates.
Must be able to use a 10-key.

Nice To Haves

One year sales experience preferred

Responsibilities

Demonstrate knowledge of all retail bank products, services and specialty product lines.
Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customer accounts, and complying with BSA and CIP requirements.
Assist customers with choosing the appropriate consumer loan products: maintain knowledge of loan policies and procedures; take applications and key applications into centralized loan system for underwriting; communicate decision to customer, and close and fund consumer loans; assist with the branch’s consumer loan portfolio.
Take responsibility for branch and individual goals through engagement with the customers and prospective customers to present and cross sell products and solutions to meet customers’ needs; submit referrals to other staff members or lines of business to meet or exceed designated minimum goals.
Maintain knowledge of all aspects of the teller line including processing transactions, balancing cash drawer and vault, and basic branch operations functions.
Adhere to all company compliance and guidelines.
Be knowledgeable of procedures and processes affecting the Personal Banker position.
Comply with all security and operations procedures including but not limited to, maintaining dual control functions and company and customer confidentially.
Records administration including completing various logs, reports.
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.