Relationship Banker I - (Bi-Lingual) West Street

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Job description

Job Title: Relationship Banker I

Department: Retail Banking

*Full-Time & Part-Time Positions Available

Summary: The Relationship Banker accurately records customer checks, deposits, and withdrawal transactions and provides outstanding service to the organization's customers. Correctly verifies customer information including names, dates, and account numbers to ensure safety of transactions. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team.

Key responsibilities include compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying products and services that will benefit customer relationships and efficiently fulfilling customer requests. Achieve individual referral goals and assist fellow employees with enthusiasm and motivation to reach overall branch goals. Demonstrate a clear understanding of the company's mission statement and core values.

Key Responsibilities:

Transaction Accuracy

• Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions
• Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required
• Balances cash drawer daily for both the cash and transaction totals

Transaction Processing

• Efficiently and accurately records checks, deposits, withdrawals and other transactions into the computer systems
• Effectively addresses customer questions; successfully managing periods of heavy traffic at the branch
• Opens basic Checking and Savings accounts
• Conduct limited service (address change, research request, Debit card reissue)

Customer Relationships

• Creates a value-added experience that achieves high customer satisfaction and builds strong, long-term customer relationships
• Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner
• Consistently makes time to be friendly, get to know our customers and make every customer feel important

Product Knowledge & Recommendations

• Shows knowledge of the products and services offered by the organization
• Reviews current accounts and customer requests to determine new products and services that will benefit the customer
• Identifies customer needs and refers customers to appropriate branch personnel
• Refers customers to the correct departments and contacts that provide specific products or services
• Shows knowledge of SBD online and mobile banking to assist customers with registration and login

Sales

• Achieves daily, weekly and monthly referral and individual sales goals
• Reviews Incentive compensation for accuracy and communicates personal progress
• Works in a team environment
• Make Out-Bound Sales calls as assigned
• Leverage CRM to enter, follow-up and fulfill sales

Compliance & Security

• Complies with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags
• Follows all bank policies and procedures
• Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with all regulations
• Comply with all daily, monthly and quarterly Security procedures
• Report issues or complaints to a supervisor for follow-up
• Secure all documents and confidential data following the "clean desk" policy; lock computer screen and secure equipment when leaving desk or station
• Lock and secure cash drawer and teller station when leaving station
• Follow all daily security procedures with entering and leaving the branch; secure all teller line doors and break room areas
• Greet and/or acknowledge customers as they come into the branch and report any unusual occurrence to the supervisor
• Support other branches with staff as needed

Compliance Training & Continuing Education

• Complete all assigned compliance training on or before deadlines
• Attend in-person and external web-based compliance courses when offered
• Takes additional training courses offered by the bank

Education & Experience Requirements:

• Educational and experience requirements include:
• High School Diploma or GED
• Knowledge of banking customer service principles and processes
• Ability to use mathematics to accurately compute routine transactions
• Strong interpersonal skills including verbal communication and listening skills
• Strong computer and electronic skills
• Ability to use banking software
• Strong critical thinking abilities
• Relevant experience performing clerical activities

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical Setting:

• Office

Schedule:

• Day shift
• Weekend availability

Experience:

• Banking: 1 year (Preferred)

Shift availability:

• Day Shift (Preferred)

Work Location: One location

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