Relationship Banker I - BT Camelback, Phoenix

Bankers Trust Company; Phoenix (AZ); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Group Health Insurance

Paid Time Off

401(k) plan with company match

Tuition assistance

Company Paid Life Insurance

Lifestyle Accounts

Job summary

Bankers Trust Company in Phoenix, AZ is seeking a Relationship Banker I at the Camelback location to deliver personalized service, open new accounts, and educate clients on digital banking options while maintaining strict controls.

The role involves rotating to Sun Health about 30% of the time, selling bank products, cross-selling, and referring clients to partners. Notary certification within 30 days is required and prior banking experience is preferred.

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

• Based at Camelback location with about 30% rotation to Sun Health for coverage.
• Provide personalized customer service and build relationships while meeting sales/sevice standards.
• Open new accounts (IRAs and HSAs), process deposits, withdrawals, transfers, loan payments and other transactions.
• Process loan applications accurately and timely.
• Identify customer needs and provide information on products and services that meet those needs.
• Cross-sell bank products and services.
• Monitor customer activity for suspicious or fraudulent activity.
• Refer customers to Bank business partners for solutions.

Skills

Customer service

Sales

Multi-tasking

Banking knowledge

Digital banking

Education

High school diploma or GED

Notary Public certification within 30 days

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Relationship Banker I - BT Camelback, Phoenix

BT Camelback Regular Full-Time Phoenix, AZ, US

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.

Primary Functions and/or Responsibilities:

• This position will be based at our Camelback location but rotate to Sun Health for coverage about 30% of the time.


• 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


• 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

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. Relationship Banker I: $25.00 - $28.25 plus bonus.

• Group Health, Dental, and Vision Insurance


• Generous Paid Time Off (PTO)


• 401(k) plan with lucrative company match


• Tuition assistance


• Company Paid Life Insurance


• 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\"