Relationship Banker I

About the role

The Relationship Banker I position serves as a teller and customer service advocate for banking customers. This role focuses strongly on building banking knowledge and supporting the company's strong reputation for excellence and reliability through the reinforcement of exceptional service standards.

Responsibilities

• Deliver exceptional customer service by executing transactions, such as deposits, withdrawals, loan payments, and opening consumer accounts, with precision and a friendly demeanor.
• Handle customer calls professionally, navigating challenging situations with empathy and efficiency.
• Ensure accurate cash management by balancing the cash drawer and maintaining funds within set limits.
• Provide comprehensive transactional services, including issuing checks, money orders, redeeming savings bonds, and more, while ensuring compliance with bank policies.
• Promote and cross-sell bank products effectively, connecting customers to the appropriate departments to meet their needs.
• Count, verify, and package coin and currency accurately, preparing them for secure vault storage.
• Address customer inquiries and resolve routine issues confidently, ensuring a positive customer experience.
• Maintain a well-stocked teller station with essential forms and supplies to facilitate smooth transactions.
• Set and achieve sales goals with guidance from supervisors.
• Operate and balance branch equipment, such as vaults, ensuring compliance with operational standards.
• Scan and balance teller work and process various bank forms with attention to detail.
• Handle stop payments and holds with critical thinking, ensuring the detection and prevention of fraudulent transactions.
• Provide detailed account information and assist customers with safety deposit boxes, ensuring their needs are met.
• Aid customers with documentation, such as direct deposits and address changes.
• Create thorough documentation for customer transaction inquiries, maintaining clear and accurate records.
• Offer overdraft services, open and close accounts, and re-pin debit cards.
• Maintain and balance vault cash, ordering money as needed to meet operational requirements.
• Support the Retail Banking team with daily reconciliation and balancing issues.
• Adhere to all bank policies, regulations, and laws, ensuring all activities are compliant.
• Assume responsibility for additional projects and tasks as assigned.

Requirements

• A high school diploma or equivalent is required.
• Excellent communication skills, both verbal and written, are essential.
• A positive and proactive approach to work, demonstrating enthusiasm, adaptability, and the ability to maintain composure and professionalism in stressful or adverse conditions.
• Proficiency in accurately and efficiently processing customer transactions while providing exceptional customer service.
• The ability to identify and pursue sales opportunities by understanding customer needs and recommending appropriate products and services.
• The ability to quickly and efficiently resolve discrepancies or errors in customer accounts.
• Critical-thinking skills and the ability to analyze data, drawing informed conclusions.
• Strong organizational and time management skills to handle multiple tasks, prioritize work, and meet deadlines.
• Mathematical proficiency and the ability to quickly and accurately complete standard calculations.
• Proficient computer literacy, including comfort with Microsoft systems and Office Suite.
• Intermediate typing skills to meet the needs of this position.
• A current drivers license and reliable transportation with appropriate insurance coverage; the ability to drive occasionally in the course of performing assigned duties is also required.