Relationship Banker I: Customer Service & Cash

Banterra Bank; Evansville (IN); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Tuition assistance

Company-paid training

Job summary

Banterra Bank in Evansville, IN, seeks a Relationship Banker I to serve as a teller and customer service advocate, building banking knowledge and upholding excellent service standards. You’ll cross-sell products, handle cash, and provide professional assistance to customers both in person and by phone.

The role emphasizes proactive customer service, accuracy in transactions, and teamwork within the Retail Banking department. High school diploma required; associate degree preferred.

Qualifications

• Excellent communication skills and the ability to communicate effectively, verbally and in writing, with internal and external customers at all levels.
• A positive and proactive approach to work, demonstrating enthusiasm, adaptability, and the ability to maintain composure and professionalism in stressful or adverse conditions.
• Proficiency in accurately and efficiently processing customer transactions while providing exceptional customer service.
• Ability to identify and pursue sales opportunities by understanding customer needs and recommending appropriate products and services.
• Ability to quickly and efficiently resolve discrepancies or errors in customer accounts.
• Critical-thinking skills and the ability to analyze data, drawing informed conclusions.
• Strong organizational and time management skills to handle multiple tasks, prioritize work, and meet deadlines.
• Mathematical proficiency and the ability to quickly and accurately complete standard calculations.
• Proficient computer literacy, including comfort with Microsoft Office Suite.
• Current driver’s license and reliable transportation; ability to drive occasionally in performing duties.
• Ability to work weekends, holidays, and at other locations as needed.
• Ability to work with minimal supervision.

Responsibilities

• Deliver exceptional customer service by executing transactions, such as deposits, withdrawals, loan payments, and opening consumer accounts, with precision and a friendly demeanor.
• Handle customer calls professionally, navigating challenging situations with empathy and efficiency.
• Ensure accurate cash management by balancing the cash drawer and maintaining funds within set limits.
• Provide comprehensive transactional services, including issuing checks, money orders, redeeming savings bonds, and more, while ensuring compliance with bank policies.
• Promote and cross-sell bank products effectively, connecting customers to the appropriate departments to meet their needs.
• Count, verify, and package coin and currency accurately, preparing them for secure vault storage.
• Address customer inquiries and resolve routine issues confidently, ensuring a positive customer experience.
• Maintain a well-stocked teller station with essential forms and supplies to facilitate smooth transactions.
• Set and achieve sales goals with guidance from supervisors.
• Operate and balance branch equipment, such as vaults, ensuring compliance with operational standards.
• Scan and balance teller work and process various bank forms with attention to detail.
• Handle stop payments and holds with critical thinking, ensuring the detection and prevention of fraudulent transactions.
• Provide detailed account information and assist customers with safety deposit boxes, ensuring their needs are met.
• Assist customers with documentation, such as direct deposits and address changes.
• Create thorough documentation for customer transaction inquiries, maintaining clear and accurate records.
• Offer overdraft services, open and close accounts, and re-pin debit cards.
• Maintain and balance vault cash, ordering money as needed to meet operational requirements.
• Support the Retail Banking team with daily reconciliation and balancing issues.
• Adhere to all bank policies, regulations, and laws, ensuring all activities are compliant.
• Assume responsibility for additional projects and tasks as assigned.

Skills

Cash handling

Customer service

Sales skills

Attention to detail

Communication

Organization

Time management

Basic computer skills

Education

High school diploma or equivalent

Associate’s degree in Business Administration or related field (preferred)

Tools

Microsoft Office

Job description

Banterra Bank in Evansville, IN, seeks a Relationship Banker I to serve as a teller and customer service advocate, building banking knowledge and upholding excellent service standards. You’ll cross-sell products, handle cash, and provide professional assistance to customers both in person and by phone.

The role emphasizes proactive customer service, accuracy in transactions, and teamwork within the Retail Banking department. High school diploma required; associate degree preferred.