Relationship Banker

Legacy Bank and Trust; Tulsa (OK); On-site; USD 28,000 - 36,000; 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 in Tulsa, OK is seeking a full-time Teller to provide exceptional customer service, handle transactions, and cross-sell banking products. You will open/close accounts, balance drawers, and support branch operations.

Ideal candidates have a high school diploma and 2+ years in banking or sales, strong verbal skills, and the ability to multitask while maintaining accuracy and compliance.

Qualifications

• HS diploma or equivalent required.
• Two or more years of banking and/or sales experience.
• Strong verbal skills and customer service delivery.
• Ability to handle multiple functions and learn banking products.

Responsibilities

• Demonstrate Legacy Bank and Trust corporate values in all situations and interactions.
• Serve daily as lead teller performing basic and complex transactions.
• Open/close depository accounts and facilitate maintenance on existing accounts.
• 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 and stay current on new products, pricing, and cross-sell opportunities.
• Serve as backup to branch management in leading and coaching branch retail team.
• Complete all required training including ABA courses.
• Accept and process consumer loan applications and liaise with loan officers as needed.
• Provide exceptional customer service and manage customer complaints.

Skills

Customer service

Cash handling

Cross-selling

Verbal communication

Multitasking

Training/coaching

Compliance knowledge

Education

High School Diploma or equivalent

Tools

MS Word

Excel

Outlook

Job description

Contact information

• Location 5705 E 71st St,Ste 100,Tulsa, OK, 74136,United States
• Employee Type Full Time

Summary

Full-Time Monday-Friday, available some Saturdays.

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

• 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.

Benefits

• 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 some 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.