Relationship Banker I - Cavasson, Scottsdale
Bankers Trust Company, Scottsdale, AZ, United States
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Relationship Banker I - Cavasson, Scottsdale Regular Full-Time Scottsdale, AZ, US
2 days ago Requisition ID: 1302
Job Summary The Relationship Banker (RB) in Arizona is responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new accounts and maintaining existing deposit/loan relationships. This position facilitates customer awareness and education of the bank's services, including digital banking capabilities. The RB conducts teller transactions in an accurate and timely manner while maintaining essential controls and safeguards. This position also refers clients to business partners within the Bank.
Primary Functions and/or Responsibilities
Provides personalized customer service, building relationships with clients and providing solutions to their financial needs while following the Customer Service Excellence Agreement and Sales Ethics Roadmap
Opens new accounts (including IRA's and HSA's), processes deposits, withdrawals, transfers, loan payments, cashier's checks, foreign currency requests and other transactions accurately and timely
Processes loan applications accurately and timely
Identifies customer needs and provides information on products and services that meet those needs
Cross-sells bank products and services that meet customers' needs
Monitors customer activity for suspicious and fraudulent activity
Refers customers to Bank business partners who are able to provide solutions for their financial needs
Maintains essential controls and safeguards while opening and closing the branch
Travel to other branches
Performs other duties as assigned
Education and/or Experience
High school diploma or GED preferred
Minimum of one year banking experience in a customer contact position with emphasis on sales of products and services required
Minimum one year of cash handling experience required
Previous lending experience preferred
Notary Public certification within 30 days is required
Specific Skills, Knowledge & Abilities
Knowledge and an understanding of bank products and services
Ability to multitask and prioritize business opportunities as needed
Ability to work in a high paced environment
Adaptable to change
Strong organizational, prioritization, and time management skills
Flexible regarding working hours
Deadline oriented
Critical thinking, negotiation, and problem-solving skills
Data processing and digital banking knowledge
Positive, team focused attitude
Ability to work independently and use electronic resources
Work Schedule This is a full-time position working 40 hours per week with scheduled hours of 8:45 a.m. to 5:15 p.m. Monday – Friday.
Hiring Salary Range The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Relationship Banker I: $23.85-28.00
Benefits
Group Health, Dental, and Vision Insurance
Generous Paid Time Off (PTO)
401(k) plan with lucrative company match
Tuition assistance
Company Paid Life Insurance
Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
Team Member Banking - a suite of products and services with special benefits for employees
Hybrid Eligibility Position will be onsite based out of the Cavasson branch and will float to the Sagewood location as needed.
EQUAL OPPORTUNITY EMPLOYER
PROTECTED VETERANS AND INDIVIDUAL WITH DISABILITY
#J-18808-Ljbffr
Relationship Banker I - Cavasson, Scottsdale Regular Full-Time Scottsdale, AZ, US
2 days ago Requisition ID: 1302
Job Summary The Relationship Banker (RB) in Arizona is responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new accounts and maintaining existing deposit/loan relationships. This position facilitates customer awareness and education of the bank's services, including digital banking capabilities. The RB conducts teller transactions in an accurate and timely manner while maintaining essential controls and safeguards. This position also refers clients to business partners within the Bank.
Primary Functions and/or Responsibilities
Provides personalized customer service, building relationships with clients and providing solutions to their financial needs while following the Customer Service Excellence Agreement and Sales Ethics Roadmap
Opens new accounts (including IRA's and HSA's), processes deposits, withdrawals, transfers, loan payments, cashier's checks, foreign currency requests and other transactions accurately and timely
Processes loan applications accurately and timely
Identifies customer needs and provides information on products and services that meet those needs
Cross-sells bank products and services that meet customers' needs
Monitors customer activity for suspicious and fraudulent activity
Refers customers to Bank business partners who are able to provide solutions for their financial needs
Maintains essential controls and safeguards while opening and closing the branch
Travel to other branches
Performs other duties as assigned
Education and/or Experience
High school diploma or GED preferred
Minimum of one year banking experience in a customer contact position with emphasis on sales of products and services required
Minimum one year of cash handling experience required
Previous lending experience preferred
Notary Public certification within 30 days is required
Specific Skills, Knowledge & Abilities
Knowledge and an understanding of bank products and services
Ability to multitask and prioritize business opportunities as needed
Ability to work in a high paced environment
Adaptable to change
Strong organizational, prioritization, and time management skills
Flexible regarding working hours
Deadline oriented
Critical thinking, negotiation, and problem-solving skills
Data processing and digital banking knowledge
Positive, team focused attitude
Ability to work independently and use electronic resources
Work Schedule This is a full-time position working 40 hours per week with scheduled hours of 8:45 a.m. to 5:15 p.m. Monday – Friday.
Hiring Salary Range The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Relationship Banker I: $23.85-28.00
Benefits
Group Health, Dental, and Vision Insurance
Generous Paid Time Off (PTO)
401(k) plan with lucrative company match
Tuition assistance
Company Paid Life Insurance
Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
Team Member Banking - a suite of products and services with special benefits for employees
Hybrid Eligibility Position will be onsite based out of the Cavasson branch and will float to the Sagewood location as needed.
EQUAL OPPORTUNITY EMPLOYER
PROTECTED VETERANS AND INDIVIDUAL WITH DISABILITY
#J-18808-Ljbffr