Relationship Banker | SPC/Champaign

BuseyChampaign, IL
103d$16 - $19

About The Position

The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.

Requirements

  • Requires a High School diploma.
  • Requires previous banking and/or sales experience.
  • Strong sales and customer service skills.
  • Strong oral and written communication skills.
  • Basic math and accounting functions.
  • Ability to accurately count money.
  • Ability to perform duties and make decisions under frequent time pressures.
  • Ability to stand for extended periods of time.
  • Ability to lift 50 pounds.
  • Requires knowledge of Microsoft Office.

Responsibilities

  • Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
  • Identify customer needs and offer solutions through the bank’s products and services.
  • Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
  • Resolve customer concerns and issues promptly, ensuring a positive experience.
  • Promote and cross-sell bank products.
  • Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.
  • Open and manage a variety of accounts.
  • Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.
  • Provide assistance with and support for online banking services and digital banking tools.
  • Refer clients with credit needs to the appropriate banker or line of business.
  • Process transactions with a high degree of accuracy.
  • Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
  • Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.
  • Maintain confidentiality of customer information and ensure compliance with privacy regulations.
  • Monitor for potential fraud or suspicious activity, following bank procedures to address issues.
  • Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.
  • Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.

Benefits

  • 401(k) match
  • Profit sharing
  • Employee stock purchase plan
  • Paid time off
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Company-paid life insurance
  • Long-term disability
  • Supplemental voluntary life insurance
  • Short-term and long-term disability
  • Wellness incentives
  • Employee assistance program
  • Pre-tax health savings accounts
  • Flexible spending accounts
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service