Relationship Banking Specialist II

About the role

Provide amazing customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross-sell bank products and services and provide support to other Branch and Department team members as needed.

Responsibilities

• Provide amazing customer experience to all branch clients.
• Maintain comprehensive knowledge of the bank’s products and services and ensure branch staff are similarly trained and focused on appropriate cross-selling and referrals.
• Handle customer problems and complaints professionally, effectively, and resolve them at the branch level to the customer’s satisfaction.
• Perform all transactions necessary to meet customer needs, including:
  • Client transaction processing
  • Debit card ordering and servicing
  • Online banking setup and servicing (as applicable)
  • Printed check orders
  • Branch cash ordering and shipping (as applicable)
  • Branch Certifications (as assigned)
  • Stop payments
  • Holds
  • Reg. E Claims
  • Safe Deposit Box opening, closing, and servicing (as assigned)
• Demonstrate proficiency and understanding of all compliance regulations, including:
  • Bank Secrecy Act
  • Customer Information Program
  • Beneficial Ownership
  • Office of Foreign Asset Control (OFAC)
  • Trust Account documentation
  • Fiduciary Account documentation
• Participate in ongoing training and achieve satisfactory ratings on all regulatory compliance audits.
• Adhere to reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations.
• Adhere to all policies and procedures related to regulatory compliance laws and regulations.
• Handle complex or non-routine operational issues independently when possible, recognizing when management support is required.
• Ensure the office operates in a safe and effective manner.
• Reliable and regular attendance on the job.
• Other duties as assigned.

Requirements

• High school diploma or GED equivalent required.
• Six months’ branch banking experience preferred.
• Minimum six months’ cash handling experience required.

Skills

• Computer skills, including Microsoft Office products and other required programs.
• Strong mathematical ability.
• Strong analytical skills.
• Excellent oral and written communication skills.
• Outstanding interpersonal skills.
• Effective time management and organizational skills.
• Attention to detail and follow-through.
• Ability to interact with coworkers, follow directions, and accept constructive feedback.
• Working knowledge of all bank products and systems to enable cross-selling to a diverse client base.
• Thorough understanding of banking rules and regulations, especially BSA.
• Ability to count cash accurately.

Work Environment

Standard office environment with a moderate noise level.

Physical Demands

• Prolonged periods sitting at a desk and working on a computer.
• Remain in a stationary position for sustained periods of time.
• Occasionally move about inside the office to access filing cabinets and/or other office machinery.
• Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally, and/or bend body downward and forward.
• Consistent use of a computer and other office machinery (e.g., keyboard, calculator, copy machine, scanner, computer printer).
• Substantial and repetitive movements of the wrists, hands, and/or fingers.
• Close visual acuity required for preparing and analyzing data, transcribing, viewing a computer terminal, and extensive reading.
• Regularly required to communicate verbally with employees, clients, and vendors.

Pay

$22.00–$24.00 per hour