Relationship Banker | Rantoul
About the role
The Relationship Banker role combines teller duties with relationship-banking responsibilities, delivering personalized customer service, processing financial transactions, and cross-selling products and services. This position handles complex tasks such as opening new accounts and assisting with account maintenance to ensure a seamless customer experience.
Responsibilities
- Customer Service & Relationship Building
- Greet and engage customers in a friendly, professional manner to build lasting relationships.
- Identify customer needs and offer solutions through the bank’s products and services.
- Develop and maintain strong customer relationships through personalized service and proactive outreach.
- Resolve customer concerns promptly to ensure a positive experience.
- Sales & Referrals
- Promote and cross-sell bank products.
- Assist customers in understanding product offerings and provide tailored financial advice.
- Refer customers to other lines of business as appropriate.
- Account Management
- Open and manage a variety of accounts.
- Assist with account maintenance tasks, such as updating information, processing stop payments, and handling transfers.
- Provide support for online banking services and digital banking tools.
- Loan & Credit Processing
- Refer clients with credit needs to the appropriate banker or line of business.
- Transactions & Cash Handling
- Process transactions with a high degree of accuracy.
- Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
- Compliance & Risk Management
- Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security.
- Maintain confidentiality of customer information and comply with privacy regulations.
- Monitor for potential fraud or suspicious activity and follow bank procedures to address issues.
- Operational Support
- Assist with branch operations and administrative tasks, including scanning, filing, and organizing records.
- Support branch leadership with daily operations, including opening/closing procedures and security compliance.
Requirements
- High School diploma.
- Previous banking and/or sales experience.
- Knowledge of Microsoft Office.
- Strong sales and customer service skills.
- Strong oral and written communication skills.
- Basic math and accounting skills.
- Ability to:
- Accurately count money.
- Perform duties and make decisions under frequent time pressures.
- Stand for extended periods of time.
- Lift 50 pounds.
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) must maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Failure to maintain active registration may result in disciplinary action, up to and including termination.
Pay
Base pay range: $17.50–$20.00/hour. Salary is based on factors including 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 insurance.
- 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.