Relationship Banker

Century Next Bank•Ruston, LA

12d

About The Position

The Relationship Banker position is responsible for consulting with account holders to identify banking needs and refer them to appropriate branch personnel. This includes finding the right products to fit consumer needs, creating an account for a new client and resolving problems for established clients. A Relationship Banker can expect to spend a lot of time at a computer using bank software, processing paper documents, talking on the phone, and meeting people face-to-face. Relationship bankers report to the Branch Manager or VP of Retail Banking.

Requirements

High school diploma or equivalent
Communication proficiency
Customer focused
Initiative
Team oriented
Time management
Organized
Detail oriented
Problem solving capabilities

Nice To Haves

Experience is preferred in customer contact and problem resolution
Knowledge of industry rules and regulations
Strong customer service skills
Professional appearance
Solid communication skills – both written and verbal
Advanced skills with Microsoft Office
Bachelor’s Degree

Responsibilities

Opening & revising deposit accounts for consumers & business owners
Assisting with IRAs
Promote products & services as well as trouble shoot errors
Ordering & reordering check products
Serve as back up assistance to the Electronic Banking team
Internet banking login errors
Printing instant issue debit cards
Raise & lower debit card/ATM limits
Refer clients to merchant services
Refer clients to apply for credit cards
Issue gift card purchases
Grant customer access to safe deposit box
Assist in setting up auto transfers & drafts
Placing stop payments
Assist customers with bookkeeping, disputes & resolutions
Receiving & processing wire transfer requests
Process customer contact changes such as address, phone number, email, etc.
Assist in answering incoming calls & transferring them to the appropriate bank personnel
Assist in printing statements & account history information
Open cases with Finastra for software support, as needed
Review nightly reports, workbooks, or special projects
Maintain Customer Service Standards
Follow bank policies & procedures
Assist with other duties as assigned