Relationship Banker I

Opportunitybank; Billings (MT); On-site; USD 40,000 - 52,000; Full time

Job summary

Opportunitybank in Billings, MT is seeking a customer-focused banking professional to manage deposits, loans, and everyday account needs. You will build relationships, profile clients, and guide them to suitable financial solutions while adhering to security policies.

As a Montana Notary Public, you will verify documents and witness signings, support branch sales goals, and mentor new staff as needed. The role combines service excellence with sales acumen in a community bank setting.

Qualifications

• Experience delivering frontline banking services and handling customer inquiries.
• Ability to identify needs and refer cross-sale opportunities.
• Familiarity with notary duties and privacy/security policies.

Responsibilities

• Develop customer relationships through profiling and needs-based questioning.
• Open new personal and business deposit accounts and assist with loans.
• Perform teller duties with cash drawer and balance cash daily.
• Maintain and close customer accounts and resolve inquiries.
• Comply with operational and security privacy policies.

Skills

Customer service

Sales-oriented

Notary Public knowledge

Communication skills

Education

High school diploma or equivalent

Tools

Banking software

Job description

Essential Functions & Key Areas of Responsibility - Performs the following duties under general supervision:

• Develop customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs.
• Responsible for opening new personal and business deposit accounts, identifying, and selling appropriate consumer loan solutions, responding to customer inquiries, resolving issues, and recognizing and referring cross sale opportunities.
• Perform all Customer Service Teller functions and has a cash drawer as necessary, maintaining proper cash and authority limits while balancing as required.
• Responsible for all maintenance on customer account and closing accounts.
• Assist customers in challenging balancing situations; offer fresh start loans etc.
• Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the Bank.
• Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service.
• Serve as Montana Notary Public responsible to verify authenticity of documents and act as impartial witness in the signing of legal documents.
• May participate in mentorship and training of new employees.
• Demonstrate the ability to prospect and plan selling strategy internally and externally. Use sales and business development skills necessary to develop and actively participate in a calling program.
• Perform other related duties as assigned.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.