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Relationship Banker

2 months ago


Roselle, United States ITASCA BANK & TRUST Company Full time
Itasca Bank & Trust Co. is an independently owned, local community bank with locations in Itasca and Roselle. Itasca Bank values its staff. Our most important assets are the people – customers and employees. For over 75 years the Bank has been a responsible citizen and community leader because it respects the values of its past when making decisions that shape its future. Without a dedicated and responsible staff, we can’t serve customer needs and remain a responsible corporate citizen. Itasca Bank has been voted Best of the Best/Top Pick by the Daily Herald Readers since 2016, which reflects our dedication to quality service, high standards, and responsiveness to customers and employees alike. Itasca Bank is a responsible employer dedicated to the health and safety of employees and works to maintain diversity in both its workforce and the vendors it uses. We encourage our employees’ participation in community and civic activities which lead to better communities, and a positive workplace environment where a work/life balance is encouraged.

Essential Functions

Listen effectively to customers’ requests and promptly take the necessary action to assist them managing their accounts and offering products and services.

Exhibits strong customer service skills, presenting products and services while proactively educating clients on utilizing banking applications.

Balances speed and accuracy when processing customer requests while utilizing the internal banking network.

Aid customers in opening, managing, and optimizing their bank accounts and products.

Pursue leads and potential customers to expand services and products offered.

Takes the initiative to follow-up, escalate, or seek additional resources to ensure customer satisfaction in a timely manner.

Adapts to concepts and procedures and notifies management when additional training is needed on product and service knowledge.

Accepts coaching, implements feedback from reviews to improve job performance.

Recognizing potential fraud and other risks

Helping support community and bank events

Provide access and servicing to safe deposit box customers.

Follow policies, procedures, regulations, confidentiality requirements, and operational controls.

Competencies

Communication Proficiency

Listening Skills

Technical Skills

Work confidentially

Attention to detail.

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 Tuesday through Friday, 8:45 a.m. to 5:15 p.m., Saturday 8:00 a.m. to 1:00 p.m.

Travel

None required.

Required Education and Experience

High School education or GED

1-2 years personal banking experience required.

3+ year of customer service experience required.

Ability to work as part of a team to achieve branch goals.

Strong cross-selling experience

Proficient in windows applications

Models positive and supportive behavior

Ability to work a flexible schedule including evening and weekends.

Effective written and verbal communication 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.