Relationship Banker (I-IV)

Relationship Banker

As a Relationship Banker, you will be the primary point of contact for our customers in the branch. Your role will support growth of the bank's market share through new account acquisition, deepening relationships through referrals and helping our clients to reach their full financial potential. You will assist clients with everyday cash handling transactions as well as engage with them as a relationship manager to recommend products and services that would fit their unique financial needs. As a Relationship Banker, you will have the ability to own the customer interaction from start to finish, allowing true personal connections to develop.

Duties And Responsibilities

Receive and process customer financial transactions including deposits, withdrawals, loan payments, cashier's checks, money orders, and funds transfers.

Maintain and balance cash drawer daily.

Open and close client accounts.

Answer questions about bank products and services and make recommendations to clients to enrich their financial lives.

Provide exceptional customer service, modeling the FSB "Welcome" tenets :

• Warm - Demonstrate warmth; be genuine and approachable
• Engage - Engage with teammates and customers, be present in every interaction
• Listen - Actively listen to employees and clients
• Connect - Build relationships, connect with the community and teams
• Opportunity - Seek out opportunities to serve others
• Modify - Modify your approach to meet employees and clients where they are; style-flex and adapt as appropriate
• Experience - Create a true experience for the client by providing exceptional customer service on their financial journey

Actively engage with corporate growth strategies, initiatives, and partners.

Support Community Reinvestment Act (CRA) through business development efforts.

Essential Functions

Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Maintain strict confidentiality of customer's personal and financial information.

Develop and improve skills through training programs and regular feedback discussions with supervisors which help further professional development.

Participate in all training sessions and complete all assigned OnCourse training courses and achieve a passing score by due date.

Adhere to First Security Bank's core values; represent the bank in a professional manner which includes a professional image, confidentiality, positive 'can-do' attitude, good attendance, punctuality, flexibility, and adaptability in meeting internal and external customer needs.

Must be capable of regular, reliable, and timely attendance to accomplish essential job functions including in-person contact with internal and external customers.

Position performs other duties as needed / assigned.

About You

Qualifications :

High school diploma or GED.

Minimum of 6 months related experience in customer service, sales, and / or banking.

Placement to Relationship Banker II, III, or IV depends on experience.

Knowledge, Skill, Ability :

Working knowledge of standard office equipment.

Basic computer skill with working knowledge or ability to learn various office software including word processing, spreadsheets, 10-key, and general computer applications.

Communicate Effectively : both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques.

Demonstrate soft phone skills by treating all internal and external customers in a polite and courteous manner.

Understands and follows complex written and oral instructions.

Customer Service : We are community inspired and pride ourselves on offering exceptional service to both our internal and external customers. We expect you, as an employee, to support our values and visions of Integrity, Service and Success.

Teamwork : Demonstrate ability to work independently and as part of a team. Work cooperatively and effectively with others to set and achieve goals, help others, resolve problems, and make decisions that enhance organizational effectiveness.

Professionalism : Exhibit a professional manner in dealing with others; work to develop and maintain cooperative and positive working relationships; represent the bank in a positive manner; maintain credibility with others.

Ethical Behavior : Model high standard of honesty, integrity, trust, and openness. Understand and follow through with appropriate standards of conduct and moral judgment; willing to act outside the norm when needed to adhere to ethical principles. Communicate and demonstrate actions in a consistent manner. Respect others, regardless of individual capabilities, agendas, opinions or needs.

Confidentiality : Maintain strict confidentiality regarding any information obtained during performing job duties; adhere to Bank policies and procedures regarding confidentiality.

Quality Management : Adhere to guidelines, protocol, policies, and procedures and supervisory directives; improve and promote work quality; demonstrate accuracy, thoroughness, and attention to detail; strive to achieve good results.

Adaptability : Adapt positively to change; manage competing demands and effectively handle changes, delays and / or unexpected events with a positive attitude.

Planning and Organization : Prioritize, organize, and plan work; use time efficiently; and achieve results within time frames. Complete work in a timely, accurate manner and be conscientious about assignments and deadlines.

Judgment / Problem Solving : Display ability and willingness to make sound decisions; identify and resolve problems in a timely and positive manner; exhibit sound judgment; appropriately handles both routine and non-routine situations.

Individual Responsibility and Accountability : Accept responsibility for own work performance; accept responsibility for own actions and outcomes and does not blame others. Demonstrate willingness to take initiative in performing job duties, resolving issues, and making suggestions for improvement. Conduct follow-through and meets commitments and agreements in a timely manner; relied upon by others as a source of valid information.

Work Environment

Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.

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. 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 often required to : sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to : stand; walk; and lift or reach with hands and arms. The employee may also be required to : climb, balance, stoop, kneel, crouch, crawl, push, and pull.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.

Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.

Must be able to work extended hours or travel off site whenever required or requested by management.

Must be capable of regular, reliable and timely attendance.

Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include : Light work. The employee is constantly required to stand and walk. Exerting up to 25 pounds of force occasionally, and / or up to 10 pounds of force frequently, and / or a negligible amount of force constantly to move objects. If the use of arm and / or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

Specific vision abilities required by this job include : The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and / or operation / inspection of machines and / or using measurement devices at distances close to the eyes.

What We Offer

Compensation and benefits starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees