Relationship Banker I

Ankeny, IA, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Type:

Hourly

Rate:

Range $17.00 - $23.00

Benefits

Affirmative action and equal opportunity employer

Drug Free Workplace

compliance with ADA regulations

supportive work environment

Professional growth opportunities

Job Description

Central Bank is a well-established financial institution committed to providing exceptional banking services to its customers. With a strong presence in the community, Central Bank has built a reputation for reliability, customer-centric service, and financial expertise. The bank offers a comprehensive range of products and services, including checking and savings accounts, loans, retirement savings plans, and other financial solutions designed to meet the diverse needs of its clients. Central Bank prides itself on fostering long-term relationships with its customers by delivering tailored financial guidance and support in a friendly, professional environment.

The role of a Branch Concierge and Tell... Show More

Job Requirements

Associates degree required or equivalent work experience
Minimum of one year of experience in similar job duties

Job Qualifications

Associates degree required or equivalent work experience
Minimum of one year of experience in similar job duties

Job Duties

Portray a positive company image and engage in professional and friendly communication with customers
Clearly understands the key elements of customer service and actively work to exceed customer expectations in every interaction
Actively listening to customer needs and inquiries to determine appropriate recommendations and service actions
Refer any customer questions regarding products or services to the appropriate person
Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits
Resolve problems or discrepancies concerning customers' accounts
Engage each customer in-person and by phone to understand customer needs and provide product and service recommendations to assist customers in achieving their financial goals
Knowledgeable and proficient in the account opening process for all deposit, credit, and certificate accounts, including, but not limited to: checking, savings, money market, business accounts, overdraft, loans, and credit cards
Compose, type, and mail customer correspondence
including, but not limited to: certificate maturity notices, notices related to issues such as discrepancies, and outstanding unpaid items
Analyze applicants' financial status and credit to determine feasibility of opening new accounts and loans
Enter new and closed account reports for incentive compensation programs on a daily basis
Proactively cross-sell additional products through referrals and outbound calling with the goal of building rapport and life-long relationships with Bank customers
Maximize marketing efforts to gain new customer relationships through outbound calling efforts, prospective referrals, and community involvement
Accurately enter customers' transactions into computer to record transactions and issues computer-generated receipts
Cash checks and pay out monies after verifying signatures/endorsements are correct, written and numerical amounts agree, and accounts have sufficient funds
Balance/count currency, coin, and checks in cash drawers by hand or using currency-counting machine, and calculate daily transactions using computers, calculators, or adding machines
Monitor bank vaults and ATMs to ensure cash balances are correct
Order a supply of cash to meet daily needs
Develop an in-depth understanding of all credit products and the ability to explain to customers the different types of loans and credit options that are available, as well as the terms on those services
Identify transaction mistakes when debits and credits do not balance
Actively participate in Teller interactions with customers and coach, as needed, to identify sales, service, and referral opportunities
Perform all other duties as assigned

Job Location

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