Relationship Banker |Gaillardia/Oklahoma City
About The Position
The Relationship Banker combines teller duties with relationship banking, providing personalized customer service, completing financial transactions, and cross-selling bank products and services. The role handles complex banking tasks, including opening new accounts and assisting with account maintenance, to deliver a seamless customer experience. It also supports branch operations and follows bank policies and regulatory requirements. The position requires a high school diploma and previous banking and/or sales experience. Relationship Bankers who lend must maintain active registration with the Nationwide Mortgage Licensing System & Registry (NMLS) under the SAFE Act. Knowledge of Microsoft Office is required.
Requirements
- High school diploma.
- Previous banking and/or sales experience.
- Strong sales and customer service skills.
- Strong oral and written communication skills.
- Knowledge of 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.
- Knowledge of Microsoft Office.
- If lending, maintain current registration with the Nationwide Mortgage Licensing System & Registry (NMLS); if registration is not active at hire, attain active registration immediately upon employment.
Responsibilities
- Greet and engage customers professionally, provide exceptional service, and build lasting relationships.
- Identify customer needs and recommend appropriate bank products and services.
- Maintain customer relationships through personalized service and proactive outreach, assisting with routine and complex banking needs.
- Resolve customer concerns promptly.
- Promote and cross-sell bank products, explain product offerings, provide tailored financial advice, and make referrals to other lines of business as appropriate.
- Open and manage accounts and assist with account maintenance, including updating account information, processing stop payments, and handling transfers.
- Assist customers with online banking services and digital banking tools.
- Refer customers with credit needs to the appropriate banker or line of business.
- Process financial transactions accurately, balance the cash drawer, and ensure transactions are correctly recorded at the end of each shift.
- Follow bank policies, procedures, and regulatory requirements to ensure transaction accuracy and security.
- Protect customer information and comply with privacy regulations.
- Monitor for potential fraud or suspicious activity and follow 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 and closing procedures and compliance with security standards.
Benefits
- 401(k) match
- Profit sharing
- Employee stock purchase plan
- Paid time off
- Medical benefits
- Dental benefits
- Vision benefits
- Company-paid life insurance
- Long-term disability
- Supplemental voluntary life insurance
- Short-term disability
- Wellness incentives
- Employee assistance program
- Pre-tax health savings accounts, for eligible associates
- Flexible spending accounts, for eligible associates
- The role may be eligible for bonus or incentives based on company and individual performance.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
