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Relationship Banker

3 months ago


Indianapolis, United States The National Bank of Indianapolis Corporation Full time
Relationship Banker - Meridian-Kessler Banking Center

Primary Duties and Responsibilities:

The Teammate is responsible for opening new accounts, maintaining existing accounts, cross selling Bank products and services, and providing quality customer service to further customer relations. Provides support and back up to the Banking Center management and to the Customer Service Representatives on the teller line. Assists with the business development efforts of the Banking Center.

Essential Functions:
  • Uphold the "Culture of Excellence" and provide high quality customer service to all clients all the time
  • Comply with all banking regulations and our own Bank policies, procedures and objectives
  • Maintain proper procedures and security controls to protect against criminal and fraudulent activity and unnecessary risk or exposure, including but not limited to following Bank policies and procedures to ensure confidentiality and obtaining all proper identification on telephone and electronic inquiries
  • Open new depository accounts (personal and business)
  • Provide supervisory support and training to CSR staff, and serve as primary back up on the teller line; maintain full working knowledge of SilverLake-Xperience teller system
  • Monitor CSR daily operations to ensure daily balancing is complete in a timely and accurate manner; assist CSRs with cash difference reconciliation
  • Transmit data for the branch capture system
  • Assist with monthly audits as outlined on Banking Center Audit Control Sheets
  • Evaluate customer product/service needs to ensure customer satisfaction and refer to appropriate Superior Service Team partners
  • Develop knowledge of the features and benefits of the Bank's products
  • Research and answer customer inquiries; quote products and rates
  • Assist the Banking Center manager in developing methods to enhance and retain client account relationships; solicit staff participation to overcome service delivery barriers and suggest methods to improve service
  • Participate in business development calls to current and prospective clients with managers
  • Provide supervision back up for Manager and Assistant Manager
Required Qualifications:
  • High school diploma or equivalent
  • Two years experience performing Customer Service Representative/teller responsibilities OR an equivalent blend of education and work experience
  • Previous new account experience helpful
  • Computer proficiency and teller terminal knowledge
  • Excellent communication and customer service skills, exhibiting a high degree of professionalism
  • Excellent interpersonal skills, with the proven ability to interact effectively with individuals from diverse backgrounds
  • High mathematical and computational aptitude
  • Ability to interpret data and formulate decisions/solutions


Full-time, Hourly position

The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.