Relationship Banker
Summary: Full-Time Monday-Friday, available some Saturdays
Essential Job Functions
-Demonstrate Legacy Bank and Trust corporate values in all situations and interactions.
-Serve daily as lead teller performing basic and complex transactions. (Cash handling, balancing of drawers, vaults, coin machine, etc.)
-Open/close depository accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance.
-Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products.
-Assist in training and coaching branch retail staff on all retail functions.
-Possess knowledge of all banking products, including other lines of business within the bank. Stay current on new products, pricing, and cross-sell opportunities within retail and other departments of the bank.
-Serve as backup to branch management in leading and coaching branch retail team.
-Complete all required training as well as ABA assigned courses.
-Accept and process consumer loan applications, meet with loan customers, and act as a liaison between loan customers and loan officers as needed.
-Consistently provide exceptional customer service and appropriately manage customer complaints.
-Comply with bank policy, laws, and regulations.
-All other duties as assigned.
Knowledge, Skills, Abilities, Competencies
-Strong cultural values
-Excellent verbal skills and customer service delivery
-The ability to handle multiple functions at the same time
-Quick independent decision-making skills
-Cash handling skills
-Microsoft Word, Excel, and Outlook experience
Education and Experience
-High School Diploma or equivalent
-Two or more years of banking and/or sales experience
Physical Requirements
Onsite Position
-Seeing: Must be able to see well enough to see computer screen and read documents (75-100% of work time spent on activity).
-Hearing: Must be able to hear well enough to communicate with customers, vendors, and employees (75-100% of work time spent on activity).
-Sitting: Must be able to sit for long periods of time (50-74% of work time spent on activity).
-Standing/Walking: Must be able to move about office (75-100% of work time spent on activity).
-Climbing/Stooping/Kneeling: Must be able to stoop or kneel to pick up paper products or materials (25-49% of work time spent on activity).
-Lifting/Pulling/Pushing: Must be able to lift up to 10 pounds (0-24% of work time spent on activity).
-Grasping/Feeling: Must be able to write, type and use technical equipment (75-100% of work time spent on activity).
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Benefits
-401(k)
-401(k) matching
-Dental insurance
-Flexible spending account
-Health insurance
-Life insurance
-Paid time off
-Vision insurance
Physical setting
-Office
Schedule
-Monday to Friday, available some Saturdays
The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Legacy Bank and Trust is an Equal Opportunity Employer.