Relationship Banker

Legacy Bank and Trust; Springfield (MO); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Legacy Bank and Trust is seeking a lead teller in Springfield, MO. The role involves handling cash, performing complex transactions, and opening/closing depository accounts. You will identify customer needs and advise on bank products while supporting branch staff with training and coaching.

Strong verbal communication and a commitment to excellent customer service are essential. This onsite position requires the ability to manage multiple tasks and stay current on banking products and policies.

Qualifications

• Two or more years of banking and/or sales experience.
• High School Diploma or equivalent.
• Excellent verbal skills and customer service delivery.
• Ability to handle multiple functions at the same time.

Responsibilities

• Lead teller duties and perform basic and complex transactions, including cash handling and balancing drawers.
• Open/close depository accounts and maintain existing accounts with accuracy and compliance.
• Uncover customer needs and deepen relationships by recommending bank products.
• Assist in training and coaching branch retail staff on retail functions.

Skills

Cash handling

Customer service

Sales experience

Multi-tasking

Education

High School Diploma or equivalent

Tools

Microsoft Word

Excel

Outlook

Job description

• Location 3250 E. Sunshine Street,Springfield, MO, 65804,United States
• Employee Type Full Time

• Name Katrina Sweaney

Description

Essential Job Functions

-Demonstrate Legacy Bank and Trust corporate values in all situations and interactions.

-Serve daily as lead teller performing basic and complex transactions. (Cash handling, balancing of drawers, vaults, coin machine, etc.)

-Open/close depository accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance.

-Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products.

-Assist in training and coaching branch retail staff on all retail functions.

-Possess knowledge of all banking products, including other lines of business within the bank. Stay current on new products, pricing, and cross-sell opportunities within retail and other departments of the bank.

-Serve as backup to branch management in leading and coaching branch retail team.

-Complete all required training as well as ABA assigned courses.

-Accept and process consumer loan applications, meet with loan customers, and act as a liaison between loan customers and loan officers as needed.

-Consistently provide exceptional customer service and appropriately manage customer complaints.

-Comply with bank policy, laws, and regulations.

-All other duties as assigned.

-Strong cultural values

-Excellent verbal skills and customer service delivery

-The ability to handle multiple functions at the same time

-Microsoft Word, Excel, and Outlook experience

Education and Experience

-High School Diploma or equivalent

-Two or more years of banking and/or sales experience

Physical Requirements

Onsite Position

-Seeing: Must be able to see well enough to see computer screen and read documents (75-100% of work time spent on activity).

-Hearing: Must be able to hear well enough to communicate with customers, vendors, and employees (75-100% of work time spent on activity).

-Sitting: Must be able to sit for long periods of time (50-74% of work time spent on activity).

-Standing/Walking: Must be able to move about office (75-100% of work time spent on activity).

-Climbing/Stooping/Kneeling: Must be able to stoop or kneel to pick up paper products or materials (25-49% of work time spent on activity).

-Lifting/Pulling/Pushing: Must be able to lift up to 10 pounds (0-24% of work time spent on activity).

-Grasping/Feeling: Must be able to write, type and use technical equipment (75-100% of work time spent on activity).

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• -401(k)
• -401(k) matching
• -Flexible spending account
• -Health insurance
• -Life insurance
• -Paid time off
• -Vision insurance

Physical setting

• -Office

Schedule

• -Monday to Friday, available Saturdays

The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment and are subject to change at the discretion of the employer.

Legacy Bank and Trust is an Equal Opportunity Employer.