Relationship Banker II

• Welcomes all clients to the bank as they enter and escorts them to a work area to complete their transaction.
• Processes clients’ deposits, withdrawals, loan payments, loan & cash advances, cashier’s checks, and other routine requests.
• Provides clients with necessary information and troubleshoots client issues.
• Becomes familiar with clients’ resources to be able to assist clients.
• Assists clients with access to safety deposit boxes and address changes.

Level II (Includes Level I Duties)

• Troubleshoots issues with debit cards, online banking, & account issues.
• Collects information for outgoing wire transfers.
• Balances and maintains ATM.
• Opens personal and business accounts for new and existing clients.
• Closes accounts (including IRAs & HSAs).
• Performs follow-up with clients.
• Assumes responsibility for account maintenance.
• Performs cash vault duties, including balancing.
• Assists in cash needs for co-workers and branch.
• Processes client account changes.
• Assists in the opening and closing duties and operations of a branch.

General Duties

• Recognizes client cues for appropriate products and services they currently may not be using.
• Compiles and works toward the branch goals to achieve and/or exceed branch market growth potential.
• Promotes the bank as a relationship community building financial institution with focus on volunteerism and teamwork.
• Provides co-workers with positive attitude and support.
• Provides assistance to Relationship Manager, as needed.
• Maintains and protects confidentiality of customer information.
• Maintains regular, on-time attendance.
• Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.)
• Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
• Performs other various duties as assigned.

CONTACT WITH OTHERS – INTERNAL

• Communicates on a regular basis with other Relationship Bankers.
• Communicates on a regular basis with branch officer/manager and other officers/managers of the bank.
• Communicates on a regular basis with the bank couriers.
• Communicates on a regular basis with Client Service staff at the Main Office.
• Communicates frequently with other departments of the bank.

CONTACT WITH OTHERS – EXTERNAL

• Communicates on a regular basis with clients of the bank.

Requirements
SKILLS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or equivalent.
• Minimum of three years banking experience and/or education, including cash handling.
• Passion for providing a stellar service experience to all clients (external and internal) and ability to instill this passion in others.
• Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
• Positive and cooperative approach when working with others.
• Excellent written communication skills with demonstrated ability to write communications clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications.
• Excellent verbal communication skills with the demonstrated ability to effectively present information to clientss (internal and external) and management.
• Ability to maintain confidentiality and handle sensitive information.
• Ability to efficiently and accurately keyboard information, both computer and calculator.
• Strong computer skills with a proficiency in MS Word, Excel and Outlook.
• Knowledge of basic accounting principles.

WORKING CONDITIONS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the work environment will include:

• Works in a normal office environment.
• Travel between branch locations, as needed.

PHYSICAL REQUIREMENTS
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to:

• Communicate effectively, both verbally and in writing.
• Keyboard information (computer and calculator).
• Identify U.S. and Foreign Currency.
• Count and handle currency and coin accurately.
• Travel between branch locations, as needed.