Relationship Banking Specialist

1ST SUMMIT BANK; Portage (WI); On-site; USD 30,000 - 40,000; Full time

Job summary

1ST SUMMIT BANK in Portage, Wisconsin is seeking a dedicated customer service representative to help clients achieve financial wellness. Responsibilities include handling transactions, providing exceptional service, and assisting with administrative support.

The ideal candidate will have excellent communication skills, a high school diploma, and a minimum of one year in customer service. A positive attitude and multitasking ability are essential.

The bank values diverse perspectives and is an equal opportunity employer.

Qualifications

• 1 to 3 years in customer service and sales experience required.
• Ability to concentrate and perform responsibilities maintaining focus.
• Ability to lift up to 25 pounds.

Responsibilities

• Provide extraordinary service to customers seeking financial wellness.
• Open new accounts and process various transactions.
• Assist with administrative tasks and departmental goals.

Skills

Excellent verbal and written communication skills

Exceptional organizational skills

Basic computer skills and digital awareness

Proficient with Microsoft Office Suite

Manual dexterity and numerical skills

Results oriented

Ability to multi-task

Education

High School diploma or GED

Associates Degree preferred

Job description

Description

ESSENTIAL FUNCTIONS:

• With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness.
• Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.
• Provides direct and immediate response to customer requests or needs.
• Develops a top customer calling list.
• Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success.
• Listen, assess, and solve customer problems.
• Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business.

Develops and maintains a broad knowledge of products and services to appropriately support customer needs:

Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs:

• Wealth Management
• Electronic Banking
• Loan

Provides prompt, accurate, and efficient customer service by processing a wide array of transactions:

• Opens new accounts on the platform system.
• Completes transactions on the teller processing system.
• Processes Cash Advances, Pre-Paid Cards, Check Orders, etc.

Proficient in Electronic Banking to:

• Provide solutions to our customers’ needs.
• Answer our customers’ technical questions.

Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following:

• Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor.
• Preparing correspondence, filing, phone inquiries and other clerical duties.
• Contact overdraft and delinquent customers.
• Complete file maintenance on customer accounts.
• Requisition office supplies, loan documents, new account supplies, Money Orders, Treasurer’s Checks, Pre-Paid Cards, etc.
• Maintain Scanner and ATM.
• Balance Vault, Cash Advance Machine, and ATM daily.
• Transfers cash to and from the vault.
• Performs check cashing overrides when the PBO/Supervisor is not available.
• Open and close the branch in the absence of the PBO/Supervisor.

Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information:

Participates in meeting Community Banking Department's long- and short-term goals and objectives:

• Attends and participates in annual meetings to develop departmental goals and objectives.
• Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives:
  • Daily 5 Minute Meetings.
  • Weekly Relationship Building Conference Calls.
  • Weekly Branch Based Sales Meetings.
  • Monthly Employee Relations Meetings.

Performs other duties as assigned or directed.

REQUIRED SKILLS/ABILITIES:

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Basic computer skills and digital awareness.
• Typing 40 wpm.
• Must be results oriented.
• manual dexterity and numerical skills.
• Knowledge of all products and services and all office functions.
• A positive, enthusiastic attitude.
• Ability to multi-task.
• Proficient with Microsoft Office Suite or related software.

SUPERVISORY RESPONSIBILITY:

• This position does not supervise employees.

EDUCATION and EXPERIENCE:

• High School diploma or GED.
• Associates Degree preferred.
• Minimum One (1) to Three (3) years in customer service and sales experience.

PHYSICAL REQUIREMENTS:

• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
• Ability to lift up to 25 pounds (i.e., heavy boxes or coin).
• Ability to communicate in person, through email or via telephone with customers and staff members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.