Relationship Banker

2 weeks ago

Red Oak, United States FIRST BANK AND TRUST COMPANY Full time
Job DescriptionJob DescriptionFirst Bank and Trust is seeking a Relationship Banker in Red Oak, NC to join our team. The Relationship Bankers at First Bank and Trust are the primary contact for our customers. Relationship Bankers provide our customers with superior and quality customer service. These individuals promote the Bank’s products and services and provide customer referrals for new products and services on a daily basis. Relationship Bankers work as Tellers, Customer Service Representative and provide E-Commerce support.

For more information go to www.firstbank.com/about/join-our-team

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Teller Duties
  • Greeting customers warmly and professionally, creating a welcoming atmosphere in the branch.
  • Assisting customers with account openings, closures, and maintenance, ensuring accuracy and adherence to banking policies.
  • Conducting cash and non-cash transactions, including deposits, withdrawals, check cashing, and fund transfers.
  • Balancing cash drawers and reconciling transactions at the end of each shift.
  • Processing loan payments, credit card advances, and other financial transactions.
  • Identifying customer financial needs through comprehensive profiling and active listening.
  • Identifying opportunities to cross-sell bank products and services to customers.
  • Resolving customer inquiries, concerns, or complaints promptly and effectively.
  • Collaborating with team members to meet customer service and operational goals.
  • Staying updated on banking regulations, product changes, and industry trends to provide accurate and up-to-date information to customers.
  • Ensuring compliance with all banking policies, procedures, and regulations.
  • Assisting customers with account inquiries, resolving issues, and providing information on banking products and services.
  • Responding to customer inquiries in person, over the phone, or via email.
  • Ensuring compliance with all banking policies, procedures, and regulations.
  • Maintaining a clean and organized work area for efficient customer service.
  • All other duties as assigned.


MINIMUM EDUCATION AND EXPERIENCE:

  • High school diploma or equivalent - required.
  • Associate's degree - Accounting, Business, Finance, Communications and/or Marketing - preferred.
  • Three or more years of customer service experience - preferred.

MINIMUM SKILLS AND ABILITIES:

  • Strong listening, written and verbal communication skills.
  • Leadership and interpersonal skills
  • Ability to handle confidential information.
  • Working knowledge of Word and Excel
  • Excellent networking skills
  • Detail oriented and organized.
  • Professional

BENEFITS:

  • Medical, Dental and Vision Insurance
  • 401K/ESOP Plan
  • Life Insurance
  • Flexible Spending Accounts
  • Long Term Disability Insurance
  • Group Policies (Accident, Hospital & Critical Illness)
  • AFLAC Individual Policies (Short Term Disability & Cancer)
  • Leave - Vacation, Sick, Marriage and Bereavement

First Bank and Trust is an Equal Opportunity Employer EOE/AA/M/F/Disabled/Veteran

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