RELATIONSHIP BANKER – Part – time
Henderson Banking Center
SUMMARY: Want to join a growing organization and an innovative team of professionals committed to serving their communities with excellence? If you’re looking for an exciting work environment with opportunities to grow and improve your craft, this may be the perfect fit for you. Become a part of Field & Main and help bring the modern craft banking experience to life.
We have crafted a part time relationship banker position with the ability to work between 20 – 29 hours a week and able to be in a Saturday rotation schedule. The position will primarily support the banking center during peak customer hours (9 am – 2 pm) and provide support during lunch rotations. The position may at times float between the 3 Henderson banking centers.
The Relationship Banker is responsible for building long-term relationships with existing and new customers; ensuring retention and employing exceptional customer service in all customers interactions. The position performs Vault and customer service representative functions, such as providing basic cash receipt and payment services to the customer, opening new accounts, establishing direct deposit accounts, opening retirement accounts and assisting customers with queries concerning financial institution services.
EDUCATION & EXPERIENCE:
High school diploma or equivalent. Associates in business or related field preferred.
Six months’ experience in the teller function, as well as sales experience, particularly in cross-marketing products & services is a plus.
Good understanding of financial products and services.
Excellent sales, interpersonal and communication skills.
Above average computer and keyboard skills.
Good organizational skills.
MAJOR DUTIES AND RESPONSIBILITIES:
Provides a complete range of customer services at the financial institution, including opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts. Establishes and services retirement accounts.
Carries out the financial institution’s client retention strategies.
Proactively prospects for new business. Actively refers loan, trust, insurance and brokerage services to appropriate financial institution specialists.
Assists supervisor in establishing objectives and plans for financial center.
Participates in sales, service and product training meetings.
Answer customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Knowledge of Company Products and Services in order to promote and cross-sell bank products and services; make the required number of referrals.
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and CSR/Teller roles and responsibilities relating to each act.
The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank’s exposure to loss or fraud.
Proficient with Vault responsibilities for the branch. Will train additional branch staff on vault teller duties and responsibilities.
Receives cash & checks for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters transactions correctly into bank’s computer system. Examine checks deposited and determine proper funds availability based on regulation requirements & complete Hold Notices
Process large commercial deposits. Manage large sum of currency with accuracy
Identify counterfeit currency. Counts, checks and packages coins & currency. Maintain appropriate currency logs
Process deposit withdrawals: verify and receive proper identification. Cash checks: verify endorsement, receive proper identification, and ensure validity. Process loan payments: verify payment amount and issue receipts. Issue cashier’s checks, process cash advances, process safe deposit box payments and process utility payments. Receive TT&L payments: verifying deposit coupons and form of payment are properly completed. Follow necessary policies and procedures on dormant accounts.
Follows policies and procedures related to retail areas.
Opens and closes office by following established security procedures.
Ensure teller station and CSR desk is properly stocked with forms, supplies, etc.
Performs related duties as assigned by supervisor.
ADA REQUIREMENTS : Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one’s duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs.
This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
EOE Minorities/Women/Vets/Disabled Equal Opportunity Employer