Banking Relationship Specialist II

2 weeks ago


Cherokee, Oklahoma, United States Gateway First Bank Full time


Seize the chance to advance your career in banking with Gateway First Bank. We are actively seeking a Banking Relationship Specialist II who possesses a minimum of 2 years of experience in banking, customer service, or retail.

This position involves managing a diverse range of banking transactions while fostering robust customer relationships.

As a community-oriented institution, we prioritize our customers' satisfaction alongside our employees' workplace happiness and professional development.

We eagerly anticipate meeting you

JOB SUMMARY:


The Banking Relationship Specialist II is tasked with consistently presenting an exceptional first impression to all customers and visitors of the bank, serving as the primary point of contact.

This role is essential in nurturing strong customer relationships while addressing their needs and processing transactions efficiently.

ESSENTIAL FUNCTIONS (RESPONSIBILITIES):

  • Deliver outstanding customer service by meeting the needs of customers and potential clients, ensuring a positive experience with each interaction.
  • Welcome customers and create a friendly, customer-centric atmosphere.
  • Develop and maintain relationships with clients to identify financial products and services that cater to their personal and business requirements.
  • Assist customers with selecting various financial services, including online banking, BillPay, e-statements, mobile and ATM deposit options.
  • Efficiently and accurately process customer transactions in a dynamic environment.
  • Balance and reconcile cash drawers while verifying transactions.
  • Address customer inquiries and resolve issues promptly.
  • Ensure adherence to all bank policies and procedures, as well as state and federal banking regulations.
  • Maintain comprehensive knowledge of all Gateway First Bank deposit and lending offerings.
  • Stay vigilant regarding potential suspicious activities, money laundering, or fraudulent behavior, reporting any incidents to the BSA department. Conduct all job functions in compliance with company policies and applicable laws and regulations.
  • Perform related duties as assigned.

REQUIRED QUALIFICATIONS:
Knowledge/Skills/Abilities:
  • In-depth understanding of banking products and services.
  • Thorough knowledge of retail banking policies, procedures, and practices.
  • Exceptional interpersonal skills.
  • Strong communication abilities.
  • Proficient in Microsoft Office applications.
  • Ability to maintain a friendly, outgoing, confident, assertive, and enthusiastic demeanor in a fast-paced environment.

Gateway Values:
Stay Growth Oriented, Make a Difference, "Get it Done" Attitude, Be a Team Player, Do the Right Thing.

EQUIVALENT EDUCATION/EXPERIENCE:
  • High school diploma or equivalent.
  • 2-4 years of banking experience.
  • Sales or operational banking experience preferred.

SPECIAL JOB DIMENSIONS:
Flexibility to work additional hours as needed is essential. Attendance and punctuality are critical functions of this role. The position involves handling highly sensitive or confidential information.

NOTE:

The essential job functions and associated qualifications outlined in this document describe the general nature and level of work performed. They are not intended to represent an exhaustive listing or cover all aspects of the job. Responsibilities may vary daily, and significant changes in areas of responsibility may occur as directed by management, necessitating revisions to this job description.



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