Relationship Banker

Job Description

Summary: As the front line customer ambassador for INB, the Relationship Banker is crossed trained to provide a World-Class experience for customer. This position will have a thorough understanding of the customers transaction requirements and be able to effectively communicate all available options to them. They will educate customers about INBs financial product options and refer or sell the appropriate products and services matching the customers needs. Participate in the daily operations of the branch, which could include, assisting customers with account openings, account management and other financial service needs and maintenance. They provide timely and efficient completion of customer transactions while maintaining accurate records and thorough handling of all monies assigned. Also, proactively participates in the sales/quality referral process of the branch as directed by management.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Relationship Building - Possess the ability to effectively listen and recognize the needs of our customers and to provide solutions.
  
  

Required Experience

Qualifications:

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.

• Education and/or Experience
  
  

High school diploma or equivalent required; Previous banking or teller experience or customer contact/cross-sell position preferred.

• Language Skills
  
  

Requires ability to communicate effectively and clearly (both written and verbally); Ability to read, write and comprehend simple instructions, short correspondence, and memos.

• Mathematical Skills
  
  

Requires ability to perform basic mathematical calculations; add, subtract, multiply, and divide. Ability to accurately count and process large sums of cash.

• Reasoning Ability
  
  

Requires ability to use good judgement in making routine and complex decisions; Must have excellent customer service skills with the ability to sell products and Services; Must be goal oriented and able to achieve individual goals as well as work as a team player to achieve departmental and/or Bank goals; Flexibility is necessary with the ability to adapt in an ever changing environment.

• Computer Skills
  
  

To perform this job successfully, an individual must be proficient in all Microsoft Office programs, with an ability to quickly learn other bank related programs

• 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. The employee is required to regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds.

• Work Environment
  
  

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.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

INB Is Committed To Equal Employment Opportunity With Respect To Recruitment, Hiring, Training, Promotion, And Other Terms And Conditions Of Employment. It Is INB's Policy To Afford Equal Opportunity To All Employees And Applicants For Employment Without Regard To Race, Creed, Color, Sex, Sexual Orientation, Age, Marital Status, National Origin, Disability, Religion, Veteran Status, Or Any Other Basis Prohibited By Law. The EEO Law Poster Is Available Here

https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf

Keyword: Relationship, Banker, Bank, teller