Relationship Banker & Trusted Advisor

Sunwest Bank; Flagstaff (AZ); On-site; USD 32,000 - 46,000; Full time

Job summary

Sunwest Bank in Flagstaff, AZ is seeking a customer-focused teller to process routine transactions accurately and courteously while addressing client questions and building relationships. You will identify needs, refer appropriate banking solutions, and support branch goals through compliant, efficient service.

Responsibilities include handling deposits, withdrawals, transfers, payments, cash drawer management, and accurate record-keeping, with opportunities to develop deeper client

Qualifications

• Two years of experience in cash handling and customer service or one year of experience as a teller at another financial institution
• Familiarity with Windows-based personal computers
• Proficient with Microsoft Office Suites (Outlook, Word, Excel)
• Effective time management skills with ability to prioritize
• Ability to relate well to all kinds of people with focus on the client
• Action-oriented contributor with a high energy level to serve client and branch needs
• Actively seeks opportunities to grow in position and career

Responsibilities

• Provides a consistently high level of service to create an exceptional client experience that exceeds expectations.
• Builds strong relationships and becomes a trusted advisor to clients to enhance loyalty and gain wallet share.
• Engages clients through a consultative approach to uncover opportunities to use bank solutions to serve clients and prospects needs
• Identifies opportunities to refer products and services to new and existing clients to meet quarterly sales goals
• Exercises due diligence within assigned authority limits while processing deposits, withdrawals, transfers, payments, and account maintenance activities with efficiency and accuracy
• Maintains cash drawer within the assigned cash limits and accurately balances daily work at the end of each day
• Processes daily mail, night drop, and ATM transactions in dual custody as assigned, and balances ATM when applicable
• Utilizes the Transaction Management Systems (TMS)
• Encodes and scans branch transactions
• Processes incoming and outgoing cash shipments in dual custody
• Places holds on transactions as determined by Bank policies, procedures, and Reg CC
• Executes account stop payments as determined by Bank procedures
• Issues negotiable instruments in accordance with the Bank Secrecy Act
• Prepares Currency Transaction Reports and Suspicious Activity Concern Reports
• Performs duties associated with opening personal and basic business type of new accounts and maintenance of existing accounts, including check orders, debit card orders, address changes, and updated or superseded signature cards
• Understands and complies with Bank policies, procedures and regulations governing job responsibilities

Skills

Cash handling

Customer service

Teller experience

Windows PCs

Microsoft Office Suite

Time management

People skills

Sales mindset

Tools

Microsoft Office Suite

Windows Operating System

Job description

Sunwest Bank in Flagstaff, AZ is seeking a customer-focused teller to process routine transactions accurately and courteously while addressing client questions and building relationships. You will identify needs, refer appropriate banking solutions, and support branch goals through compliant, efficient service.

Responsibilities include handling deposits, withdrawals, transfers, payments, cash drawer management, and accurate record-keeping, with opportunities to develop deeper client