Relationship Banker I

Bank Independent
US - Alabama - Rogersville
January 12, 2025

General Summary

The Relationship Banker is a branch based sales and service position whose primary goal is to help customers by discovering financial needs, helping with problem resolutions, and processing transactions when needed. The Relationship Banker will take a lead role in creating an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services, and help the Sales Office meet sales and service objectives contributing to the bank's Strategic Plan. The Relationship Banker will provide exceptional service in face-to-face interactions with customers. The Relationship Banker will assist customers by handling teller transactions accurately and efficiently during peak service times. The Relationship Banker will partner with the sales office team and specialists (such as Loan Officers, Business Bankers, etc.), to ensure the customer gets access to experts who can help them with specialized financial needs.

Essential Functions

This position requires flexible hours.

Relationship Development
Identify and meet customer needs through sales and service
Actively listens for opportunities to cross-sell additional products and services
Demonstrates Raving Fans behaviors and use of the Winning Play while creating an exceptional customer experience to new and existing customers
Achieves or exceeds Sales and Service goals
Resolves customer complaints regarding sales and service
Branch Operations - Teller

Maintain an adequate cash drawer at all times; this includes buying and selling currency to and from the vault, as necessary
Conducts cash, deposit, loan, and withdrawal transactions accurately
Balances cash drawer in accordance with Bank procedures and regulations
Perform as a team member in allocating and coordinating the work flow
Contribute to the fulfillment of the department and bank objectives and goals
Processes night deposits
Completes Teller Hours Worksheet accurately and in a timely manner
Prepares compliance forms, such as, Monetary Instrument Log (MIL), Currency Transaction Report (CTR), etc. accurately and in a timely manner
Operates bank equipment, such as, teller system, teller scanner, currency counter, cash advance machine, etc.
Issues Official Checks and Money Orders
Trains with Head Teller to perform Head Teller duties when needed
Attends branch meetings
Processes credit card cash advances
Performs other duties as assigned
Branch Operations - Personal Banker

Maintains accurate safe deposit box contracts and ensures accuracy of all records
Submits Reg. E disputes to designated department
Provides support for the EIM process and educates customers on Reg. E
Sends foreign items for collection
Submits online title applications
Provides teller services and additional support for all branch staff
Services Deposit Account

Accepts stop payments
Orders checks and deposit slips
Completes onboarding process, including, thank you notes and follow up phone calls within allotted time
Answers customer inquiries and resolves issues
Accepts and processes wire transfer requests
Resolves technical exceptions

Assisting Sales Officers

Assists Sales Officers by accepting and processing loan applications; and, closing and booking loans
Collaborates with Sales Officer to correct technical exceptions
Partners with Sales Officers to achieve and exceed sales and service; and, deposit and loan growth attainments
Compliance

Adhere to all regulatory requirements and bank policies and procedures
Resolves any discrepancies involving Currency Transaction Reports (CTR), Monetary Instrument Log (MIL) in a timely manner
Notifies Head Teller of any outage before close of day
Adheres to the Cash Control Procedures
Ensures teller area is secure and all security requirements are followed
Completes required online training assignments in a timely manner
Working Conditions

Generally good with little exposure to noise, extreme temperatures, dust, or other adverse factors.
Considerable effort and eyestrain from continuously verifying accuracy of all work leaving the department.
May be required to stand for long periods of time while providing teller service.
Minimum Level of Preparation and Training

High School diploma or equivalent
Two years previous experience with direct customer service interaction required
Previous experience servicing new accounts preferred
Teller experience preferred
Required Abilities, Knowledge, and Skills

Ability to further develop consumer and commercial relationships and cross-sell additional products and services to match customer's needs and wants
Ability to develop knowledge of the bank's products, services, and processes
Ability to accomplish multiple objectives in a fast paced environment
Ability to develop a thorough understanding of bank specific software and other basic office equipment
Excellent communication, team-work, and customer service skills
Strong organizational, time management, and presentation skills
Working knowledge of Microsoft Office Applications, such as, Work, Excel, and Outlook

Employees are required to perform other duties as assigned by management that may not be listed. Management reserves the right to change this job description as needed

Read the full job description and apply online on the recuiter's web-site

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