Part-Time Associate Relationship Banker - McClelland

Description

TITLE: Associate Relationship Banker
DEPARTMENT: Retail Banking
JOB SUMMARY:
The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfill their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs.
*This role will work 24 hours per week*

ESSENTIAL FUNCTIONS

• 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.
• PURSUE AND ESTABLISH NEW CLIENTS IN THE MARKETPLACE BY COLLABORATING WITH BUSINESS DEVELOPMENT AND LENDING TEAMS.
• Maintain KNOWLEDGE OF INTERNAL AUDIT PROCEDURES, LEGAL AND BANK REGULATIONS, AND POLICIES AND PROCEDURES.
• PROCESS VARIOUS TRANSACTIONS INCLUDING, BUT NOT LIMITED TO, DEPOSITS, WITHDRAWALS, TRANSFERS, AND LOAN PAYMENTS.
• PROVIDE EXCELLENT SERVICE TO OUR CLIENTS WHILE PROCESSING VARIOUS BANKING TRANSACTIONS, INCLUDING BUT NOT LIMITED TO DEPOSITS, WITHDRAWALS, TRANSFERS, AND LOAN PAYMENTS.
• MAINTAIN A SYSTEM OF ORDERLY FOLLOW-UP BY MAIL AND PHONE TO ONBOARD NEW CLIENTS.
• MAINTAIN KNOWLEDGE OF INTERNAL AUDIT PROCEDURES, LEGAL AND BANK REGULATIONS, AND POLICIES AND PROCEDURES.
• PROCESS OTHER TRANSACTIONS AND SERVICES INCLUDING, BUT NOT LIMITED TO, WIRE TRANSFERS, STOP PAYMENTS, CASH ADVANCES, MONEY ORDERS, CASHIER’S CHECKS, TRAVELERS’ CHECKS, AND CASH ADVANCES.
• FOSTER AND PRESERVE A CULTURE OF DIVERSITY, EQUITY, AND INCLUSION.

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 & 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.
• REQUIRES TRAVEL TO OTHER BANK LOCATIONS OR CLIENT SITES.
• EXTENDED PERIODS OF STANDING AND ABILITY TO LIFT FIFTY POUNDS.