Field & Main Bank
Join to apply for the
Relationship Banker II
role at
Field & Main Bank
Reporting Assistant Banking Center Manager/Banking Center Manager
Job Details Full Time – 40 hours per week with Saturday rotation required. FLSA: Non‑Exempt. Grade: G. Department: Deposit Administration – Retail. Location: Lexington, KY.
Summary This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. The Relationship Banker meets customer needs by becoming familiar with all bank products and services in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. Must have the ability to perform vault functions and the ability to open new personal accounts. Responsible for developing new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides and recognizes selling and referral opportunities. Operates a cash drawer daily.
Education & Experience
High school diploma or equivalent. Associates in business or related field preferred.
Attend and complete Field & Main University courses.
Prior banking experience.
Minimum of six months (6) experience in cash handling/teller experience.
Good understanding of financial products and services.
Complete new account training.
Excellent sales, interpersonal, communication and organization skills.
Above average computer and keyboard skills.
Essential Duties & Responsibilities
Performs all teller functions as a Relationship Banker I.
Prioritizes and makes on‑the‑spot decisions regarding customer transactions, weighing customer satisfaction issues with bank’s exposure to loss or fraud.
Answers basic customer inquiries regarding interest rates, service charges, and account histories, while complying with disclosure requirements, regulations, and consumer privacy policies.
Knowledgeable in products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to refer customers to the proper department.
Identifies and attempts to correct any discrepancies found in customer information files (CIF).
Assists in opening and closing of vault and night depository.
Balances cash drawer daily.
Balances TCR daily.
Researches any outages and reports any unresolved discrepancies to supervisor.
Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm‑Leach‑Bliley Act, Regulation E, and teller roles and responsibilities relating to each act.
Opens and closes the bank by following established security procedures.
Proficient in the bank’s software used to print instant issue debit cards.
Interacts with consumers using the chat feature, answering questions and providing solutions in a professional manner.
Provides a complete range of customer service functions, including opening new accounts; checking, savings, and certificates of deposits.
Explains available products and services and collects customer information to satisfy the Customer Information Program (CIP).
Proactively prospects for new business. Actively refers loan, trust, insurance and brokerage services to appropriate financial institution specialists.
Participates in sales, service, and product training meetings.
Proficient with vault responsibilities for the banking center.
Follows policies and procedures related to retail areas.
Lives and represents the Field & Main culture and brand.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other duties as assigned.
Competencies
Computer Skills – strong working knowledge of computer functions; proficient in keyboarding; ability to learn new technical skills and pursue continuing education opportunities.
Initiative – ability to determine correct course of action based on knowledge, policies, and sound judgment; takes proactive steps to accomplish tasks; seeks out additional work and learning opportunities.
Follow‑Up – completes assignments and tasks willingly, promptly, and efficiently; responds with a sense of urgency to requests from customers, co‑workers, and supervisor.
Communication Skills – relates positively to customers, co‑workers, and supervisors; demonstrates appropriate use of language in a professional environment; expresses thoughts clearly in written and oral form.
Interpersonal Relationship Skills – works well with co‑workers, conveys thoughts and actions positively; supports company directives and works to achieve objectives; dependable and punctual.
Time Management – consistently displays a sense of urgency in completing tasks; maintains accuracy and quality; organizes and prioritizes work activities efficiently.
Adherence to Policies & Procedures – understands importance of adherence to bank policies; maintains confidentiality; reflects positively on the company and demonstrates honesty in handling information.
ADA Requirements Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in interruptions. Ability to stand for long periods of time. May be required to lift items weighing up to 25‑70 lbs.
This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
REV. 03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled
#J-18808-Ljbffr
Relationship Banker II
role at
Field & Main Bank
Reporting Assistant Banking Center Manager/Banking Center Manager
Job Details Full Time – 40 hours per week with Saturday rotation required. FLSA: Non‑Exempt. Grade: G. Department: Deposit Administration – Retail. Location: Lexington, KY.
Summary This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. The Relationship Banker meets customer needs by becoming familiar with all bank products and services in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. Must have the ability to perform vault functions and the ability to open new personal accounts. Responsible for developing new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides and recognizes selling and referral opportunities. Operates a cash drawer daily.
Education & Experience
High school diploma or equivalent. Associates in business or related field preferred.
Attend and complete Field & Main University courses.
Prior banking experience.
Minimum of six months (6) experience in cash handling/teller experience.
Good understanding of financial products and services.
Complete new account training.
Excellent sales, interpersonal, communication and organization skills.
Above average computer and keyboard skills.
Essential Duties & Responsibilities
Performs all teller functions as a Relationship Banker I.
Prioritizes and makes on‑the‑spot decisions regarding customer transactions, weighing customer satisfaction issues with bank’s exposure to loss or fraud.
Answers basic customer inquiries regarding interest rates, service charges, and account histories, while complying with disclosure requirements, regulations, and consumer privacy policies.
Knowledgeable in products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to refer customers to the proper department.
Identifies and attempts to correct any discrepancies found in customer information files (CIF).
Assists in opening and closing of vault and night depository.
Balances cash drawer daily.
Balances TCR daily.
Researches any outages and reports any unresolved discrepancies to supervisor.
Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm‑Leach‑Bliley Act, Regulation E, and teller roles and responsibilities relating to each act.
Opens and closes the bank by following established security procedures.
Proficient in the bank’s software used to print instant issue debit cards.
Interacts with consumers using the chat feature, answering questions and providing solutions in a professional manner.
Provides a complete range of customer service functions, including opening new accounts; checking, savings, and certificates of deposits.
Explains available products and services and collects customer information to satisfy the Customer Information Program (CIP).
Proactively prospects for new business. Actively refers loan, trust, insurance and brokerage services to appropriate financial institution specialists.
Participates in sales, service, and product training meetings.
Proficient with vault responsibilities for the banking center.
Follows policies and procedures related to retail areas.
Lives and represents the Field & Main culture and brand.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other duties as assigned.
Competencies
Computer Skills – strong working knowledge of computer functions; proficient in keyboarding; ability to learn new technical skills and pursue continuing education opportunities.
Initiative – ability to determine correct course of action based on knowledge, policies, and sound judgment; takes proactive steps to accomplish tasks; seeks out additional work and learning opportunities.
Follow‑Up – completes assignments and tasks willingly, promptly, and efficiently; responds with a sense of urgency to requests from customers, co‑workers, and supervisor.
Communication Skills – relates positively to customers, co‑workers, and supervisors; demonstrates appropriate use of language in a professional environment; expresses thoughts clearly in written and oral form.
Interpersonal Relationship Skills – works well with co‑workers, conveys thoughts and actions positively; supports company directives and works to achieve objectives; dependable and punctual.
Time Management – consistently displays a sense of urgency in completing tasks; maintains accuracy and quality; organizes and prioritizes work activities efficiently.
Adherence to Policies & Procedures – understands importance of adherence to bank policies; maintains confidentiality; reflects positively on the company and demonstrates honesty in handling information.
ADA Requirements Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in interruptions. Ability to stand for long periods of time. May be required to lift items weighing up to 25‑70 lbs.
This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
REV. 03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled
#J-18808-Ljbffr