Relationship Banker I - Ankeny

Bankers Trust Company; Ankeny (IA); On-site; USD 31,000 - 36,000; Full time

Benefits offered by this job

Health Insurance

Paid Time Off

401(k) match

Tuition assistance

Parental Leave

Lifestyle accounts

Job summary

Bankers Trust Company is seeking a Relationship Banker to provide personalized customer service, open new accounts, and maintain deposit/loan relationships. The role includes educating clients on digital banking and referring to bank partners for solutions.

The RB will handle teller transactions, support fraud controls, and work every other Saturday with flexibility. Notary certification within 30 days is required.

Qualifications

• Strong customer service skills with a sales mindset.
• Ability to open and maintain accounts, including IRAs and HSAs.
• Knowledge of digital banking platforms and online tools.
• Willingness to work every other Saturday and flexible hours.

Responsibilities

• Provide personalized service and build client relationships.
• Open new accounts and process deposits, withdrawals, transfers, and loan payments.
• Process loan applications accurately and timely.
• Cross-sell bank products and services to meet client needs.
• Refer clients to bank partners for additional solutions.

Skills

Customer service

Sales orientation

Multitasking

Time management

Digital banking knowledge

Attention to detail

Independent work

Education

High school diploma or GED

Notary Public certification within 30 days

Job description

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

Job Summary:

The Relationship Banker (RB) is responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new accounts and maintaining existing deposit/loan relationships. This position facilitates customer awareness and education of the bank's services, including digital banking capabilities. The RB conducts teller transactions in an accurate and timely manner while maintaining essential controls and safeguards. This position also refers clients to business partners within the Bank. The RB must be able to work every other Saturday morning and be flexible regarding hours.

Primary Functions and/or Responsibilities:

• Provides personalized customer service, building relationships with clients and providing solutions to their financial needs while following the Customer Service Excellence Agreement and Sales Ethics Roadmap
• Opens new accounts (including IRA's and HSA's), processes deposits, withdrawals, transfers, loan payments, cashier's checks, foreign currency requests and other transactions accurately and timely
• Processes loan applications accurately and timely
• Identifies customer needs and provides information on products and services that meet those needs
• Cross-sells bank products and services that meet customers' needs
• Monitors customer activity for suspicious and fraudulent activity
• Refers customers to Bank business partners who are able to provide solutions for their financial needs
• Maintains essential controls and safeguards while opening and closing the branch
• Performs other duties as assigned

Education and/or Experience:

• High school diploma or GED preferred
• Minimum of one year of banking experience in a customer contact position with emphasis on sales of products and services required
• Minimum one year of cash handling experience required
• Previous lending experience preferred
• Notary Public certification within 30 days is required

Specific Skills, Knowledge & Abilities:

• Knowledge and an understanding of bank products and services
• Ability to multitask and prioritize business opportunities as needed
• Ability to work in a high paced environment
• Adaptable to change
• Strong organizational, prioritization, and time management skills
• Flexible regarding working hours
• Deadline oriented
• Critical thinking, negotiation, and problem solving skills
• Data processing and digital banking knowledge
• Positive, team focused attitude
• Ability to work independently and use electronic resources

Work Schedule:

Hours vary between 7:45 a.m. to 5:45 p.m. Monday – Friday and every other Saturday from 8:45 a.m. to 12:15 p.m.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and is subject to the required registration process, which includes a criminal background check and credit check. Failure to meet or maintain requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Hiring Salary Range

The hiring range below reflects target base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: $22.50 - $26.00 plus bonus.

Benefits

• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility:Position will be onsite.

EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”

Equal employment opportunity, including veterans and individuals with disabilities.