RELATIONSHIP BANKER (I - III) - South County

Responsibilities

• Greets clients and establishes a quality service environment.
• Accepts and processes transactions with accuracy within policy guidelines.
• Learns to open / close and comprehends Level 1 products (Checking, Savings, Money Markets, and CD's).
• Explains transaction policies and procedures to clients.
• Solicits assistance from supervisor as needed.
• Obtains supervisory approval for transactions outside authorized limit.
• Notifies management of suspicious or questionable transactions.
• Refers large withdrawals and account closures to manager/sales staff for retention efforts.
• Actively seeks out and maintains basic product knowledge of all banking products.
• Logs all client calls and interactions in CSI Connections.
• Safeguards assigned cash and balances cash drawer daily as outlined in the Addendum to Cash Handling Procedures.
• Places holds on funds when appropriate and advises clients of funds availability.
• Maintains dual control and adheres to all security policies and procedures at all times.
• Completes assigned Sales Training and Compliance Testing.
• Participates in departmental meetings including accepting assignments for presentations.
• Reports to work punctually as scheduled and maintains professional appearance and conduct within the guidelines set forth in the Bank’s Employee Handbook.
• If applicable, allows entry of safe deposit box holders and accurately maintains entry card.

Qualifications

• High school diploma or general education degree (GED) or currently attaining high school diploma or working through a co-op program.
• A minimum of six months previous cash handling experience and/or training preferred, or an equivalent combination of education and experience.
• Must be able to use a PC and alpha/numeric keyboard with accuracy.
• Previous customer service experience of at least six months preferred.
• Basic PC skills - MS Office (Outlook, Word & Excel).
• Superior interpersonal and communication skills.
• Strong organizational skills.
• Flexible, team player, self-starter, takes initiative.
• Ability to multi-task.