Relationship Banker & Onboarding Specialist

Scale Bank; Edina (MN); Presencial; USD 42.000 - 62.000; Jornada completa

Descripción de la vacante

Scale Bank in Edina, MN is seeking an Universal Banker to be the primary client contact, delivering exceptional service, processing financial transactions, and supporting account opening and ongoing maintenance. This role blends teller duties with client service to create a seamless banking experience.

The position emphasizes accuracy, compliance with bank policies, and collaboration with lending and operations to ensure a smooth client journey.

Formación

• Bachelor’s degree or equivalent work experience.
• 1–3 years of customer service with cash handling responsibility and/or clerical duties.
• Banking experience is preferred.
• Proficiency with Microsoft Office and the ability to learn banking systems.
• Strong attention to detail and commitment to accuracy.

Responsabilidades

• Process deposits, withdrawals, transfers, loan payments, and other client transactions accurately and efficiently.
• Verify cash, checks, endorsements, and balancing activities.
• Balance cash drawer and daily proof transactions.
• Assist with currency and coin orders for business clients.
• Provide outstanding service that builds trust and strengthens client relationships.

Conocimientos

Customer service

Cash handling

Communication skills

Attention to detail

Multi-tasking

Educación

Bachelor’s degree or equivalent

Herramientas

Banking software

Descripción del empleo

Scale Bank in Edina, MN is seeking an Universal Banker to be the primary client contact, delivering exceptional service, processing financial transactions, and supporting account opening and ongoing maintenance. This role blends teller duties with client service to create a seamless banking experience.

The position emphasizes accuracy, compliance with bank policies, and collaboration with lending and operations to ensure a smooth client journey.