Relationship Banker I or II - Clive
About The Position
The Relationship Banker (RB) provides personalized customer service by engaging clients to understand their banking needs and preferences. The role assists with opening new accounts and maintaining deposit and loan relationships, and helps customers learn about the bank’s services, including digital banking. The RB conducts teller transactions accurately and promptly while maintaining essential controls and safeguards, and refers customers to other bank business partners for additional solutions. This position requires flexibility regarding hours and work every other Saturday morning. The schedule varies between 7:30 a.m. and 5:45 or 6:00 p.m. Monday through Friday, with every other Saturday from 8:45 a.m. to 12:15 p.m. The position is onsite and requires NMLS registration under the S.A.F.E. Act of 2008, including a criminal background check and credit check.
Requirements
- At least one year of banking experience in a customer-contact position emphasizing sales of products and services.
- At least one year of cash-handling experience.
- Obtain Notary Public certification within 30 days.
- Knowledge and understanding of bank products and services.
- Ability to multitask and prioritize business opportunities.
- Ability to work in a fast-paced environment and adapt to change.
- Strong organizational, prioritization, and time-management skills.
- Flexibility regarding working hours.
- Deadline-oriented approach.
- Critical-thinking, negotiation, and problem-solving skills.
- Data-processing and digital-banking knowledge.
- Positive, team-focused attitude.
- Ability to work independently and use electronic resources.
- NMLS registration under the S.A.F.E. Act of 2008, including the required criminal background and credit checks.
Nice To Haves
- High school diploma or GED preferred.
- Previous lending experience preferred.
Responsibilities
- Provide personalized customer service, build client relationships, and offer solutions for financial needs while following the Customer Service Excellence Agreement and Sales Ethics Roadmap.
- Open new accounts, including IRAs and HSAs, and accurately and promptly process deposits, withdrawals, transfers, loan payments, cashier’s checks, foreign currency requests, and other transactions.
- Accurately and promptly process loan applications.
- Identify customer needs and provide information about products and services that meet those needs.
- Cross-sell bank products and services that meet customers’ needs.
- Monitor customer activity for suspicious and fraudulent activity.
- Refer customers to bank business partners who can provide solutions for their financial needs.
- Maintain essential controls and safeguards while opening and closing the branch.
- Perform other duties as assigned.
Benefits
- Group health, dental, and vision insurance.
- Generous paid time off (PTO).
- Volunteer time off (VTO).
- 401(k) plan with company match.
- Tuition assistance.
- Company-paid life insurance.
- Paid parental leave.
- Lifestyle Accounts that reimburse eligible expenses such as childcare, student loan payments, gym memberships, and pet insurance.
- Team Member Banking products and services with special benefits for employees.
- Annual bonus program eligibility; select positions may also be eligible for incentives and/or commissions.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
