Banking Relationship Specialist – Deposits & Loans

ChoiceOne Bank; Sparta (MI); On-site; USD 35,000 - 52,000; Full time

Job summary

ChoiceOne Bank in Sparta, MI, seeks an Universal Banker to provide exemplary customer service, build client relationships, and promote deposit and loan products. You will process transactions, open new accounts, and educate customers on banking services, while maintaining compliance with security and regulatory policies.

The role emphasizes a disciplined sales process, referrals to deepen relationships, and teamwork with branch staff.

Qualifications

• High School Diploma or equivalent.
• Minimum of six (6) months cash handling experience preferred.
• One (1) year of customer service in banking, financial services or goal‑drive retail sales preferred.
• Successful completion of ChoiceOne’s Retail Advancement Program (RAP).

Responsibilities

• Provide exemplary customer service and resolve customer challenges.
• Understand and educate customers on consumer deposit and lending products.
• Drive sales with a disciplined sales process and use banking technology to drive sales and service.
• Obtain referrals from customers and colleagues to deepen relationships.
• Adhere to operational, security, risk and regulatory policies and procedures.
• Demonstrate good judgement in sales, service, and relationship management.
• Process customer day-to-day transactions as needed.
• Open new personal and business accounts per policies and regulatory requirements.
• Be familiar with Bank Secrecy Act and USA PATRIOT Act requirements and reporting.

Skills

Communication

Analytical

Technical Skills

Quality

Quantity

Dependability

Flexibility

Initiative

Education

High School Diploma or equivalent

Job description

ChoiceOne Bank in Sparta, MI, seeks an Universal Banker to provide exemplary customer service, build client relationships, and promote deposit and loan products. You will process transactions, open new accounts, and educate customers on banking services, while maintaining compliance with security and regulatory policies.

The role emphasizes a disciplined sales process, referrals to deepen relationships, and teamwork with branch staff.