Associate Relationship Banker - Rangeline

About the role

The Associate Relationship Banker in the Retail Banking department is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing exceptional client service and recommending solutions that fulfill their financial needs. This role processes transactions, introduces and cross-sells bank products and services, and refers clients to other departments to meet their financial needs.

Responsibilities

• Source and build long-term, meaningful relationships with clients, understand their financial needs, and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans
• Open bank accounts for current and new clients, oversee transactions, and close accounts when necessary
• Provide excellent service while processing various banking transactions, including deposits, withdrawals, transfers, and loan payments
• Answer questions, address service challenges, and provide resolutions
• Maintain a system of orderly follow-up by mail and phone to onboard new clients
• Collaborate with business development and lending teams to seek and establish new clients in the marketplace
• Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures
• Answer basic inquiries and provide information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies
• Process various transactions including checking and savings deposits, check cashing, cash handling, and check endorsements according to standard operating procedures and protocols
• Accept and process loan and other types of payments and issue receipts
• Process other transactions and services including wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances
• Follow security procedures consistently and protect client confidentiality
• Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency
• Comply with all company or regulatory policies, procedures, and requirements applicable to this position
• Foster and preserve a culture of diversity, equity, and inclusion
• Additional duties and responsibilities may be required to support the company's mission, vision, and values

Qualifications

• High school diploma or equivalent required
• One-year experience in banking, client service, or related field with cash handling experience
• Capability to perform lending, sales, or account management
• Excellent client service skills
• Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment
• Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail
• Demonstrates strong decision-making and critical thinking skills, as well as strong interpersonal and written communication skills

Working conditions

• Duties performed in a professional office environment
• Availability to work Saturdays required
• Requires travel to other bank locations or client sites
• Extended periods of standing and ability to lift fifty pounds