Relationship Banker

C

Century Next Bank

Relationship Banker

Ruston, LA
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Dental insurance

    Health insurance

    Paid time off

    Parental leave

    Vision insurance

    Summary/Objective The Relationship Banker position is responsible for consulting with account holders to identify banking needs and refer them to appropriate branch personnel. This includes finding the right products to fit consumer needs, creating an account for a new client and resolving problems for established clients. A Relationship Banker can expect to spend a lot of time at a computer using bank software, processing paper documents, talking on the phone, and meeting people face-to-face. Relationship bankers report to the Branch Manager or VP of Retail Banking.

    Essential Functions

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Opening & revising deposit accounts for consumers & business owners

    Assisting with IRAs

    Promote products & services as well as trouble shoot errors

    Ordering & reordering check products

    Serve as back up assistance to the Electronic Banking team

    Internet banking login errors

    Printing instant issue debit cards

    Raise & lower debit card/ATM limits

    Refer clients to merchant services

    Refer clients to apply for credit cards

    Issue gift card purchases

    Grant customer access to safe deposit box

    Assist in setting up auto transfers & drafts

    Placing stop payments

    Assist customers with bookkeeping, disputes & resolutions

    Receiving & processing wire transfer requests

    Process customer contact changes such as address, phone number, email, etc.

    Assist in answering incoming calls & transferring them to the appropriate bank personnel

    Assist in printing statements & account history information

    Open cases with Finastra for software support, as needed

    Review nightly reports, workbooks, or special projects

    Maintain Customer Service Standards

    Follow bank policies & procedures

    Assist with other duties as assigned

    Competencies

    · Communication proficiency

    · Customer focused

    · Initiative

    · Team oriented

    · Time management

    · Organized

    · Detail oriented

    · Problem solving capabilities

    Supervisory Responsibility

    This position is not responsible for the supervision of other employees.

    Work Environment

    This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, telephones, photocopiers, facsimile machines, email, electronic calendars, scanning devices, and 10-key calculator and currency and coin machines.

    Physical Demands

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand, squat, walk, and sit: use hands and fingers to operate a computer keyboard, mouse, and telephone keypad and reach with hands and arms. This job also requires the employee to occasionally lift at least 20 pounds.

    Position Type/Expected Hours of Work

    This is a full-time position. Days and hours of work are Monday through Friday. This position may require occasional evening and weekend work as needed. This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. Travel is primarily local during the business day, although some out-of-area and overnight travel may be expected.

    Required Education and Experience

    High school diploma or equivalent

    Preferred Education and Experience

    Experience is preferred in customer contact and problem resolution, knowledge of industry rules and regulations, strong customer service skills, professional appearance, solid communication skills – both written and verbal, advanced skills with Microsoft Office, Bachelor’s Degree.

    Other Duties

    This description is intended to be generic in nature and is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice. Essential functions and overtime eligibility may vary on the specific tasks assigned to the position.

    Equal Opportunity Employer/Veterans/Disabled