Customer Relationship Banker

1 week ago


Sioux Falls, South Dakota, United States The First National Bank in Sioux Falls Full time
Job Overview

Position Summary:

A Customer Relationship Banker is a dynamic and client-oriented financial expert who plays an essential role in delivering a comprehensive array of banking services to our clientele. You will be tasked with fostering customer connections by identifying opportunities for engagement and making informed referrals, executing a variety of financial transactions, and ensuring accurate balancing of those transactions at day’s end. You will possess a thorough understanding of all banking products and services to enhance account relationships with both new and existing clients. Your role will also involve advising bank customers and prospects to effectively sell and cross-sell our offerings to fulfill their financial needs. Depending on branch requirements, you may manage a portfolio of clients. As a Customer Relationship Banker, your responsibilities will encompass and extend beyond those of a traditional Teller.

Our Core Values:

  • Family – We nurture, trust, and respect one another, our clients, and our stakeholders.
  • Independence & Innovation – We view change as essential to our success.
  • Relationships – We cultivate relationships grounded in integrity, loyalty, trust, and respect.
  • Stewardship – We care for ourselves to better serve others.
  • Teamwork – We support each other’s growth and achievements.

About Us:

The First National Bank in Sioux Falls has been dedicated to the Sioux Falls community since its inception in 1885. As the oldest bank in the area, our longevity is attributed to our commitment to service, stability, innovation, and family engagement. Over the past 135 years, we have worked tirelessly to foster the growth and vitality of our city and its surroundings. Our mission is to be recognized as a community leader by reinvesting our financial resources back into the communities we serve and promoting active employee participation in local volunteer initiatives.

The First National Bank Way, which combines our Mission Statement and Core Values, is the bedrock of our culture. It is a legacy we cherish and strive to uphold. Our culture is defined by integrity, service, and strong values; our Core Values have significantly shaped it.

Our Core Values are not mere words; they resonate deeply with our employees, clients, stakeholders, and communities. They define our identity as a business and guide our actions and decisions as we build successful relationships.

While the banking industry has evolved, our mission and values remain steadfast.

Key Responsibilities:

Sales & Service

  • Implement the Sales and Service strategy of the department while engaging with clients.
  • Deliver outstanding customer service by proactively interacting with clients, addressing their concerns, and resolving issues efficiently and professionally.
  • Conduct various banking transactions with accuracy and efficiency.
  • Manage cash handling duties, including balancing cash drawers and vaults, to ensure accuracy and security.
  • Assist clients in opening, closing, and managing different types of accounts, such as savings, checking, certificates of deposit (CDs), and retirement accounts.
  • Act as a financial consultant by identifying client needs and recommending suitable banking products and services, including loans, credit cards, and investment options, or directing clients to other departments as necessary.
  • Promote and cross-sell banking products and services to achieve sales targets and enhance overall customer relationships.
  • Effectively address customer complaints and issues, escalating them to the department supervisor or other bank colleagues as needed.
  • Utilize banking software and technology systems proficiently to facilitate transactions, account management, and customer interactions.
  • Monitor teller transactions and provide assistance as required.
  • Aim to meet established goals for both individual and team performance.
  • Deliver exceptional customer service by exceeding client expectations and fostering brand loyalty.
  • Additional responsibilities may be assigned based on location.

Quality Assurance

Adhere to the bank's guidelines, policies, and procedures to minimize errors.

  • Stay informed about banking regulations and compliance requirements to ensure all activities meet legal and ethical standards.
  • Ensure all customer transactions are processed accurately and without errors, as precision in financial transactions is vital for maintaining customer trust and compliance with regulations.
  • Document all customer account activities meticulously, including account openings, closures, and maintenance, ensuring all records are complete, accurate, and compliant.
  • Balance time effectively between assisting the teller team and engaging with clients.
  • Follow security protocols to safeguard bank assets and customer information, maintaining a secure banking environment.

Qualifications:

A high school diploma is required. One or more years of relevant experience or a combination of education and experience that would enable the incumbent to fulfill the responsibilities and required competencies of the position. Experience in cash handling, sales, and customer service is preferred.

Skills and Competencies:

  • Exceptional verbal and written communication skills.
  • Strong organizational skills and attention to detail, with a high degree of accuracy required.
  • Ability to foster relationships in a manner that ensures cooperation and positive outcomes.
  • Demonstrate a strong commitment to professional and innovative customer service.
  • Ability to adapt to the needs of the organization and colleagues.

Benefits:

  • Health Insurance
  • Dental & Vision Insurance
  • Profit Sharing
  • Paid Vacation & Holidays
  • Company-paid short and long-term disability
  • Tuition Reimbursement Program
  • Banking Perks
  • Community Volunteer Time
  • And More

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