Relationship Banker II | Leawood KS

Combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. This advanced role blends teller and personal-banker responsibilities with a focus on comprehensive financial services, complex transactions, and mentoring less experienced staff.

Responsibilities

• Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
• Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
• Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
• Provide guidance to customers on financial products and services that best meet their needs.
• Actively identify and promote all bank products and services; ask targeted questions to learn about customers’ financial needs and goals.
• Meet and exceed monthly sales and referral goals by engaging with customers to assess needs and recommend suitable banking solutions.
• Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, and commercial.
• Open and manage personal and business accounts, ensuring setup is accurate and compliant with regulatory requirements.
• Assist with account maintenance tasks, such as updating personal information, transfers, and check orders.
• Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
• Process and assist with customer loan applications, including personal loans and home equity lines of credit.
• Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process.
• Educate customers on loan products, eligibility requirements, and loan terms.
• Process transactions with a high degree of accuracy; balance cash drawer and ensure transactions are accurately recorded.
• Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
• Monitor and detect suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
• Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
• Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
• Foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
• Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
• Support branch leadership in maintaining branch security and ensuring operational efficiency.
• Demonstrate flexibility by traveling between branch locations to support staffing and operational needs.

Requirements

• High School diploma.
• 2 years of banking experience with lending responsibilities.
• 1 year of previous training and/or combination of mentorship, military, or management experience.
• Pursuant to the SAFE Act, all Relationship Bankers (if lending) must maintain current NMLS registration; if not active at hire, must attain it immediately upon employment.
• Knowledge of Microsoft Office.

Skills

• Strong sales and customer service skills.
• Strong oral and written communication skills.
• Basic math and accounting functions.
• Understanding of lending and assessing a customer’s financial needs.
• Ability to accurately count money.
• Perform duties and make decisions under frequent time pressures.
• Stand for extended periods of time.
• Lift 50 pounds.
• Explain products and services to current and potential customers.

Pay

Base pay range: $22.25–$26.00/hour. Salary is based on job duties, required qualifications, relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Benefits

• 401(k) match.
• Profit sharing.
• Employee stock purchase plan.
• Paid time off.
• Medical, dental, and vision coverage.
• Company-paid life insurance and long-term disability.
• Supplemental voluntary life insurance, short-term and long-term disability.
• Wellness incentives.
• Employee assistance program.
• Pre-tax health savings accounts and flexible spending accounts.