Relationship Banker: Open Accounts, Cross-Sell & Service

Servbank; Savoy (IL); On-site; USD 32,000 - 42,000; Full time

Job summary

Servbank seeks a Universal Banker to open and maintain customer accounts, cross-sell products, and deliver quality service. You’ll greet customers, process deposits and payments, and support IRA administration with accuracy.

The role emphasizes identifying customer needs, offering appropriate services, and maintaining strong interpersonal relationships to reinforce Servbank’s community-focused banking approach.

Qualifications

• Experience: Minimum of 1-3 years of experience in banking preferred.
• Education: High school diploma or equivalent.
• Skills: Strong attention to detail and accuracy.
• Interpersonal skills to represent Servbank in a positive way.

Responsibilities

• Meets and greets customers.
• Performs daily teller tasks consisting of accepting deposits, loan payments, cashing checks, and other monetary transactions.
• Opens and processes new accounts, including personal and commercial checking accounts, money market accounts, savings accounts, certificates of deposit, IRAs, and HSAs.
• Discovers the financial needs of each customer and offers appropriate bank products and services.
• Cross-sells the bank’s services and products.
• Researches and answers customer inquiries; quotes products and rates.
• Researches and verifies account information and resolves problems for customers as necessary.
• Administers IRAs for the institution.
• May accept customer paperwork for loan products with proper NMLS licensing.

Skills

Attention to detail

Customer service

Communication skills

Interpersonal skills

Education

High school diploma or equivalent

Job description

Servbank seeks a Universal Banker to open and maintain customer accounts, cross-sell products, and deliver quality service. You’ll greet customers, process deposits and payments, and support IRA administration with accuracy.

The role emphasizes identifying customer needs, offering appropriate services, and maintaining strong interpersonal relationships to reinforce Servbank’s community-focused banking approach.