Relationship Banker

United Bank & Trust • Marshalltown, IA

322d

About The Position

United Bank & Trust is seeking a highly motivated, self-driven individual to join our staff! Must be a people person who enjoys working with customers and providing outstanding customer service.

Requirements

• High School diploma or equivalent required.
• Associate's degree or higher-level education preferred.
• Previous cash handling and customer service required, preferably in a banking environment.

Nice To Haves

• Intermediate to advanced knowledge of Microsoft Windows Operating System and Office applications.
• Intermediate to advanced technology skills with the ability to quickly navigate applications and other digital services.
• Effective time management skills.
• Well organized, accurate and detail oriented.
• Ability to work under pressure and multi-task.
• Ability to work independently or in team environment.
• Excellent customer service and interpersonal skills with the ability to resolve challenging customer situations.
• Excellent verbal, non-verbal, and written communication skills.

Responsibilities

• Greet customers and answer phones, directing customers to the appropriate employee for assistance.
• Engage in business development efforts through effective, proactive calling on prospects and existing customers.
• Assist customers with processing teller transactions (deposits, withdrawals, transfers, etc.), while developing relationships through consistent delivery of customer service.
• Balance drawer efficiently and accurately.
• Answer or resolve customer inquiries and requests in-person, phone or through email.
• Additional teller duties may include redemption of savings bonds, issuing cashiers checks, servicing debit cards, balancing coin machine, etc.
• Assist customers with the selection and opening of personal deposit accounts (savings and checking) digital banking services, safe deposit boxes, and credit cards.
• Analyze customers' needs by asking questions and listening for understanding to recommend and open the appropriate product or service to match customers' needs.
• Identify additional services that complement and strengthen a customer's relationship, including referring to other departments.
• Maintain strong working knowledge of all retail products and services, including an understanding of compliance requirements.
• Provide ongoing product and service support to customers by assisting with routine requests, account maintenance requests, questions, and concerns.
• Conduct day-to-day operational and administrative duties related to customer account maintenance.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED