Relationship Banker & Teller Leader

Southern Michigan Bank & Trust

Three Rivers (MI)

On-site

USD 32,000 - 42,000

Full time

10 days ago

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Job summary

Southern Michigan Bank & Trust is seeking a dedicated professional to deliver high-quality customer service while explaining and processing financial services. The role requires maintaining confidentiality and adhering to policies, with duties including teller tasks, account processing, loan assistance, and referrals to related departments.

The position emphasizes building client relationships, supporting branch goals, and maintaining a professional work environment.

Qualifications

  • High school diploma or GED required.
  • Cash handling experience preferred.
  • Customer service experience is highly preferred.

Responsibilities

  • Build and maintain customer relations by providing high-quality customer service
  • Assist customer from start to finish acting as a full relationship manager
  • Performs normal teller duties daily
  • Interview customers to obtain information and proactively sell bank products and services
  • Open and close accounts using needs-based techniques
  • Assist customers with understanding consumer loan options and completing loan closings
  • Assist customers with electronic services, Wealth Management and Commercial/Mortgage loan services and make referrals
  • Participate in outbound calling or business development efforts to support branch goals
  • Solve branch operations matters
  • Understand and support marketing initiatives
  • Maintain a clean and professional work area
  • Assist with lobby management and ensure branch appearance standards are met
  • Service, audit, and balance drawers, vaults, TCRs, PTM, coin machine and other branch technology
  • Prepare, verify, and order incoming and outgoing cash shipments
  • Prepare and sign cashier’s checks, loan checks, and wires within limits
  • Open, close and lead the branch during absence of management
  • Discuss and process overrides for less experienced tellers
  • Mentor/train incoming Tellers/Universal Bankers
  • Follow all security, compliance, and regulatory requirements
  • Complete required bank training, including security, fraud, compliance, and customer service

Skills

Customer service
Relationship management
Interpersonal skills
Problem solving
Time management
Confidentiality

Education

High school diploma or GED

Job description

Southern Michigan Bank & Trust is seeking a dedicated professional to deliver high-quality customer service while explaining and processing financial services. The role requires maintaining confidentiality and adhering to policies, with duties including teller tasks, account processing, loan assistance, and referrals to related departments.

The position emphasizes building client relationships, supporting branch goals, and maintaining a professional work environment.

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