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Senior Relationship Banker
2 months ago
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Essential Functions
All job functions from Relationship Banker I & II
Will support online Chat customers. Will assist customers with online banking including but not limited to inquiries, requests, escalated issues, and fraud resolutions.
Will support the Call Center based on scheduling needs. Will assist customers with account inquiries and balancing, fraud and transaction disputes, debit card transactions and look up request.
Will support commercial business customers with their Treasury Management needs from providing product details, completing necessary forms to onboard.
Build lasting relationships with customers, discovering their financial needs and personalizing product and service recommendations.
Cross-sell other Bank products and services.
Provides support for the department as the subject matter expert. Will support other bankers and departments with product and procedural inquiries. Will also assist the department with escalated customer service situations.
Will support Customer Service Manager with special designated projects, procedural reviews, technical support and new employee training and coaching.
Competencies
Effective communication
Listening Skills
Work confidentially.
Attention to detail.
Sales Skills
Supervisory Responsibility
None
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones.
Physical Demands
Must be able to lift up to 15 pounds at times.
May need to stand for long periods of time.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 7:45 a.m. to 5:15 p.m., Saturday 7:45 a.m. to 1:15 p.m.
Travel
This position requires routine local area travel to other branches occasionally. This role rarely travels out of the area overnight.
Required Education and Experience
5+ years personal banking experience required.
5+ year of customer service experience required.
High School education or GED
Strong communication and interpersonal skills
Strong knowledge of banking core & support applications
Strong cross-selling experience
Effective written and verbal communication skills
Demonstrated problem solving and conflict resolution skills.
Preferred Education and Experience
None
AAP/EEO Statement
Itasca Bank & Trust Co. is an Equal Opportunity and Affirmative Action employer Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
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.
