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

Dental Insurance

Vision Insurance

Paid Time Off

401(k) plan with company match

Tuition assistance

Life Insurance

Paid Parental Leave

Volunteer Time Off

Job summary

Bankers Trust Company is seeking a Relationship Banker to provide personalized customer service, open accounts, process deposits and loans, and educate clients on digital banking capabilities.

The RB will refer clients to bank partners, manage teller transactions, and work every other Saturday morning with flexible hours while upholding strong controls and compliance.

Qualifications

• 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.

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

Skills

Customer service

Sales

Multitasking

Communication

Notary Public

Education

High school diploma or GED

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 targeted 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.

PI287443726