Relationship Banker I

Opportunitybank; Bozeman (MT); On-site; USD 42,000 - 65,000; Full time

Job summary

Opportunitybank in Bozeman, MT seeks an engaged banking professional to deepen customer relationships and drive branch sales while delivering exceptional service. Responsibilities include opening personal and business deposit accounts, cross-selling loans, and handling teller duties with accuracy and compliance.

The role also supports notary services for Montana documents, mentors new staff, and participates in community outreach to grow relationships.

Responsibilities

• Develop customer relationships through profiling and needs-based questioning.
• Open personal and business deposit accounts and cross-sell loan solutions.
• Perform teller functions with cash drawer and balance as required.
• Maintain and close customer accounts as needed.
• Assist customers in balancing and offer Fresh Start loans.
• Adhere to operational, security, and privacy policies.
• Establish and deepen relationships to meet branch sales goals.
• Serve as Montana Notary Public for document verification.
• Mentor and train new employees as needed.
• Prospect and plan internal/external selling strategies.
• Perform other related duties as assigned.

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.