Relationship Banker Float
About The Position
The Relationship Banker Float works in multiple banking center locations based on staffing needs and must be willing to travel, with or without prior notice. The role focuses on achieving individual sales goals and completing customer-facing activities, including opening accounts, maintaining accounts, resolving problems, and providing sales and service. The banker demonstrates knowledge of the bank’s products and services, builds trusted customer relationships, and may periodically perform teller transactions. The position requires adherence to bank policies and procedures and regulatory requirements, sound judgment when processing transactions, and escalation of transactions outside delegated authority or that appear questionable. Responsibilities may evolve as organizational, technological, or staffing needs change, and other duties may be assigned.
Requirements
- Associate's degree or equivalent from a two-year college or technical school.
- Two to five years of related experience and/or training, or an equivalent combination of education and experience.
- Demonstrated knowledge of debits and credits.
- Experience with customer relations.
- Demonstrated ability to use a computer.
- Willingness to learn and speak with customers about products and services and to learn cross-selling skills.
- Excellent communication skills.
- Detail-oriented, with patience for performing repetitive tasks.
- Skillful and accurate operation of a ten-key adding machine.
- Demonstrated accuracy in numeric data processing.
- Willingness to travel with or without prior notice.
Responsibilities
- Meet or exceed individual sales goals and contribute to the success of the banking center.
- Complete customer-facing activities, including new account opening, account maintenance, problem resolution, and sales and service activities.
- Demonstrate knowledge of bank products and services.
- Acquire, expand, and retain customer relationships using Building Trusted Relationship skills.
- Perform teller transactions on a regular or occasional basis as needed.
- Follow Teller and Relationship Banker policies and procedures and ensure regulatory compliance.
- Process a variety of transactions, using sound judgment to assess validity.
- Escalate transactions outside delegated authority or that appear questionable to the Assistant Banking Center Manager or Banking Center Manager.
- Travel to multiple locations based on staffing needs, with or without prior notice.
- Perform other duties as assigned.
Benefits
- Robust medical, dental, and vision insurance packages.
- Generous time off, including paid federal holidays and a paid day off for the employee’s birthday.
- 401(k) retirement savings plan.
- Tuition reimbursement, professional development, and career growth opportunities.
- Employee assistance program.
- Comprehensive wellness program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
