Relationship Banker

1 week ago


Billings, Montana, United States Opportunity Bank of Montana Full time
Relationship Banker Job Description

Opportunity Bank of Montana is seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will be responsible for building and maintaining relationships with our customers, providing exceptional customer service, and promoting our financial products and services.

Key Responsibilities:
  • Develop and maintain relationships with customers through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs.
  • Responsible for opening new personal and business deposit accounts, identifying and selling appropriate consumer loan solutions, responding to customer inquiries, resolving issues, and recognizing and referring cross-sale opportunities.
  • Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the bank.
  • Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service.
  • Perform all teller functions and have a cash drawer as necessary, maintaining proper cash and authority limits while balancing as required.
  • Demonstrate the ability to prospect and plan selling strategy internally and externally, using sales and business development skills necessary to develop and actively participate in a calling program.
Requirements:

High school diploma or equivalent required. 2 years of relevant experience, including cash-handling and leadership experience, 1 year of sales experience, and familiarity with deposit accounts preferred.

Opportunity Bank of Montana is an equal opportunity employer and is committed to providing a positive and inclusive work environment.


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