Relationship Banker I/II — Client Care, Cross-Sell & Growth

Bankers Trust Company; Des Moines (IA); Vor Ort; USD 30.000 - 35.000; Vollzeit

Benefits dieser Stelle

Health, Dental, Vision Insurance

Generous PTO

401(k) match

Tuition assistance

Company paid life insurance

Lifestyle accounts

Team Member Banking

Zusammenfassung

Bankers Trust Company in Clive, IA is seeking a Relationship Banker I to provide personalized service, engage with clients to understand banking needs, and assist in opening new accounts while maintaining deposits and loan relations. The RB will also educate customers on digital banking and perform teller transactions with accuracy.

The role requires flexibility to work alternate Saturdays, knowledge of bank products, and strong organizational skills.

Qualifikationen

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

Aufgaben

• 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

Kenntnisse

Banking knowledge

Multitasking

Digital banking

Time management

Problem solving

Team player

Ausbildung

High school diploma or GED

Notary Public certification

Jobbeschreibung

Bankers Trust Company in Clive, IA is seeking a Relationship Banker I to provide personalized service, engage with clients to understand banking needs, and assist in opening new accounts while maintaining deposits and loan relations. The RB will also educate customers on digital banking and perform teller transactions with accuracy.

The role requires flexibility to work alternate Saturdays, knowledge of bank products, and strong organizational skills.