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Senior Banking Relationship Manager
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Oskaloosa, Iowa, United States Palmer Group Full timeAre you interested in a position that emphasizes the importance of customer engagement and relationship management? Palmer Group is in search of a Lead Personal Banker who will assist clients in navigating their financial requirements through precise banking operations, managing the teller line, and facilitating account openings and closures. If you possess...
Personal Banker
4 months ago
Are you looking for a role where you can effectively build and maintain customer relationships? Our client is seeking a Personal Banker to help customers manage their financial needs by performing accurate banking transactions, working the teller line, and opening and closing accounts. If you excel in a customer-first mindset, are highly detailed, and are looking to grow in your career, apply today
Responsibilities:
- Open and close accounts accurately in accordance with operating controls to ensure the safety and security of customer assets
- Assist customers with loan requests and processes
- Demonstrate knowledge and understanding of the new accounts system database to manage and maintain customer account information
- Perform duties for entry/exit for safe deposit box customers, including opening and closing safe deposit boxes
- Assist customers with telephone inquiries to provide solutions to their banking needs
- Assist customers with routine account-related requests
- Research and resolve account service inquiries/issues
- Respond to client inquiries promptly, effectively, and professionally
- Perform teller responsibilities
- Utilize excellent customer service to build relationships by actively recommending new and existing products and services to current and potential customers
- Assist with efforts to identify and implement a positive overall customer experience
- Contribute towards fostering teamwork within the department
- Assist in Compliance Review and Bank Secrecy Act
Requirements:
- High school diploma or GED equivalent
- 2+ years of experience in a customer-facing support role
- Prior teller or banking experience is a plus
- Proficiency in Microsoft Office products
- Math aptitude
- Strong written and verbal presentation skills
- Ability to handle high-pressure situations while maintaining composure and attention to detail
Work Model:
- On-Site
- Monday - Friday 8:00 AM - 5:00 PM
- Every other Saturday, 9:00 AM - 11:00 AM
Our employment solutions include temporary and contract staffing, direct-hire placement, as well as additional job seeker services, employer services, and managed services.
We are an employee-owned company founded on strong ethics, values, and a passion for making lives better. Our employees are committed professionals that are passionate about helping others and forming relationships that matter.
Through our relationships, we’ve built a client roster that ranges from local to Fortune 500 companies in a variety of industries and have developed a vast network of high-quality candidates from entry to executive-level experience.
Our areas of expertise include Accounting & Finance, Administrative & Customer Service, Construction, Engineering & Manufacturing, Human Resources, Information Technology, Insurance, Mortgage & Banking, and Sales & Marketing.Company DescriptionPalmer Group is a premier employment agency. Since 1998 we have been a leading resource in providing employment solutions. With consistency and confidence, our experts partner with our clients and candidates as they navigate the evolving job market. \r
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Our employment solutions include temporary and contract staffing, direct-hire placement, as well as additional job seeker services, employer services, and managed services. \r
\r
We are an employee-owned company founded on strong ethics, values, and a passion for making lives better. Our employees are committed professionals that are passionate about helping others and forming relationships that matter. \r
\r
Through our relationships, we’ve built a client roster that ranges from local to Fortune 500 companies in a variety of industries and have developed a vast network of high-quality candidates from entry to executive-level experience. \r
\r
Our areas of expertise include Accounting & Finance, Administrative & Customer Service, Construction, Engineering & Manufacturing, Human Resources, Information Technology, Insurance, Mortgage & Banking, and Sales & Marketing.
