Relationship Banker

Job Title: Relationship Banker I

Job Status: Full-Time

FLSA Status: Non-Exempt, Hourly

JOB DESCRIPTION

Summary/Objective

This role is equivalent to that of Teller/Universal Banker, with a built in career path for the individual that will include learning new accounts and consumer lending. This individual will establish, expand and maintain customer relationships by providing above and beyond service, focused on the specific needs of each individual and business banking customer.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Execute various customer transactions including but not limited to: receiving and paying out cash or other disbursements, cashing checks, accepting account deposits and withdrawals, accepting loan payments, issuing cashier’s checks, and redeeming savings bonds.
2. Understand the bank’s security policies and procedures, assists in opening and closing procedures and maintaining codes, alarm function, cameras, cash controls and other related activities.
3. Process night deposits and mailed transactions.
4. Supply customers with coin and currency. Monitors and maintains established levels of cash in vault and determines what needs to be ordered/shipped.
5. Verify sums of coin and currency received from branches, customers, tellers and cash shipment. Maintains daily log of shipments to/from.
6. Identify cross-selling opportunities and refers customers to appropriate areas within the Bank to optimize their financial relationship.
7. Assist customers with address changes, contact information updates, check orders, debit card issuance and maintenance, and online access setup and resets.
8. Maintain awareness of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role.
9. Take initiative in developing brand awareness through continued relationship building with prospects and customers, partnering with the Branch Manager and business partners to refer appropriate products and services.
10. Exhibit interpersonal and communication skills, providing an environment of open and authentic communication.
11. Adhere to all Legence Bank and AFMFS Hoopla standards, serving as an example to other team members, as well as to our customers.
12. Represent and promote the Company within the community.
13. All other duties as assigned.

Competencies

1. Ethical
2. Detail Oriented
3. Accurate
4. Organized
5. Communication
6. Customer Oriented
7. Initiative
8. Judgment
9. Reliability
10. Working Under Pressure

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment including, but not limited to, computers, fax machines, scanning equipment.

This role has a built-in career progression to include learning new accounts, both business and personal, as well as consumer lending processes within its first 12 months.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and hear.

Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Position Type/Expected Hours of Work

The employee must be available during the "core" work hours of 7:30 a.m. to 5:00 p.m. Monday through Thursday, 8:00 a.m. to 5:30 p.m. on Fridays, and 9:00 a.m. to 12:00 p.m. for a minimum of two Saturdays per month. Part-Time Team Members will not work more than 30.00 hours in a given week.

Travel

Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Required Education and Experience

1. High School Diploma or Equivalent
2. 1 years of Cash Handling Experience Preferred

Preferred Education and Experience

1. Proficient in Microsoft Office
2. Able to quickly learn new software
3. Valid Driver’s License

Additional Eligibility Qualifications

Work Authorization/Security Clearance (if applicable)

AAP/EEO Statement

Legence Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.