Relationship Banker

Central Bank; Sapulpa (OK); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading bank is seeking a Relationship Banker in Sapulpa, OK. The role involves providing quality customer service, opening new accounts, and developing business relationships. Ideal candidates will have strong communication and sales skills, along with a high school diploma or equivalent. A commitment to compliance and customer satisfaction is essential.

Qualifications

• Previous customer service experience preferred.
• Teller or cash handling experience preferred.
• Strong sales and communication skills.

Responsibilities

• Open new personal or business accounts and assist customers.
• Proactively contact customers to develop banking relationships.
• Provide quality customer service in person and over the phone.

Skills

Communication

Sales

Interpersonal Skills

Education

High school diploma or equivalent

Tools

Banking Software

Spreadsheet Software

Word Processing Software

Job description

Join to apply for the Relationship Banker role at Central Bank

1 day ago Be among the first 25 applicants

Join to apply for the Relationship Banker role at Central Bank

Performs customer services such as opening new accounts and assisting customers with queries concerning financial institution products and services.

Responsible for the development of new business relationships and maintaining existing relationships.

Explores customer needs and cross-sells services that are in the best interest of the customer or refers the customer to the appropriate internal specialist.

Conducts relationships and activities consistent with established Bank policies, procedures and systems, and all applicable state and federal laws and regulations.

Provides quality, personalized customer service in person and by telephone by effectively managing customer wait time and using the customer’s name, greetings, and closings to ensure customer satisfaction; follows our Legendary Service Standards.

Assesses the needs of the customer using the Customer Needs Assessment tool, explains different types of accounts available, and assists in the selection of the most appropriate product for the customer’s needs.

Opens new personal or business accounts including checking and savings accounts, certificates of deposit, safe deposit boxes, individual retirement accounts, internet banking services, ATM and debit cards, and credit cards; accurately prepares all related documentation.

Provides accurate and timely service on account maintenance and research requests, change of address requests, stop payment requests, telephone and wire transfer requests, check orders, funds transfer requests, and other customer requests.

Answers questions, gives explanations, and solves problems for customers in person, over the telephone, and through correspondence.

Proactively contacts customers by telephone, written correspondence, or in person to develop, retain, and expand banking relationship.

Develops, expands, and maximizes customer relationships by being alert and responsive to opportunities to cross-sell additional products and services that benefit the customer and promote customer retention.

Recognizes opportunities and refers customers to business partners within the bank for loan, investment, and merchant products.

Actively participates in iStep program; attends appropriate sales and iStep meetings and training; utilizes iStep program initiatives; works with manager to set iStep goals and takes responsibility for reaching targeted goals; tracks and submits sales in iStep system.

Attends all required training.

Acquires and maintains knowledge of relevant products, services, policies, and procedures.

Acquires and maintains thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, Chex Systems, etc.) evidenced by appropriate application of these regulations in day-to-day operations.

Acquires and maintains thorough understanding of security procedures; practices established procedures.

Assists others in the department/facility as needed and/or directed.

May be assigned teller responsibilities (see separate Teller job description).

,

Education And/or Experience

High school diploma or equivalent

Previous Customer Service / New Accounts Experience Preferred

Previous teller or cash handling experience preferred

Previous sales experience preferred Knowledge of bank accounts and services, policies and procedures, and regulations preferred

Experience With Banking Software Preferred

Computer and Equipment Skills

Ability to operate teller and office equipment including computers, calculators/adding machines, telephones, voice mail, electronic typewriters, copy machines, fax machines, automatic currency counter, coin machine, check encoder, and security devices.

Knowledge of spreadsheet and word processing software preferred

Communication Skills

Ability to read, write, and speak English

Ability to read and comprehend simple instructions, short correspondence, and memos

Ability to write simple correspondence

Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization

Strong sales, interpersonal, and communication skills

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

Ability to compute rate, ratio, and percent

Ability to accurately count, receive, and disburse cash

Reasoning Ability

Ability to apply common sense understanding to interpret and carry out instructions furnished in written, oral, or diagram form

Ability to deal with problems involving several concrete variables in standardized situations

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Central Bank by 2x

Get notified about new Relationship Banker jobs in Sapulpa, OK.

Business Relationship Manager I - Officer

Relationship Banker - Memorial and 91st - Tulsa, OK

Relationship Banker - Oklahoma North Market - Broken Arrow, OK

Budget Truck Senior Customer Service Representative

Customer Experience (CX) AR Specialist - Southwest Region

Customer Experience (CX) AR Specialist - Strategic Accounts

Customer Relations Specialist- Part Time

Customer Experience (CX) Representative - Southwest Region

Customer Relations Specialist (CSC PT EVE)

Customer Experience (CX) Representative - Intermountain Region

Live ATM Customer Experience Specialist 1- Bilingual

Customer Service Representative - State Farm Agent Team Member

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.