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Senior Relationship Banker

1 month ago


Kansas City, Missouri, United States Southern Bank Full time
Job Title: Personal Banker II Float

Job Summary:

This role is a float-based position that focuses on expanding and retaining customer relationships by proactively meeting with customers to understand their financial needs and providing product and service recommendations.

Key Responsibilities:
  • Builds new customer relationships through frequent interactions and proactive contact.
  • Participates in a welcoming lobby experience, directing customers to the appropriate team member based on their needs.
  • Promotes teamwork in float branches and assists in fostering a positive overall customer experience.
  • Assists, trains, and mentors retail staff, serving as the primary point of contact for the region.
  • Defines and offers solutions to resolve problems, using knowledge of the bank to identify helpful resources.
  • Identifies financial needs and presents product and service options, working cooperatively with internal team members.
  • Maintains thorough knowledge of procedures, including ATM/ITM settlement, night depository, vault cash, and safe deposit.
  • Maintains proficiency in bank products and services, such as internet banking, bill pay, and mobile deposits.
  • Takes ownership of the customer experience, resolving service issues and opening accounts with other products.
Requirements:
  • Three years of experience.
  • High school diploma or equivalent.
Core Competencies:
  • Building Trust: Interacting with others to give confidence in one's intentions and the organization's.
  • Customer Focus: Ensuring the customer perspective drives business decisions and activities.
  • Contributing to Team Success: Actively participating as a team member to move the team toward goals.
  • Applied Learning: Assimilating and applying new job-related information in a timely manner.

About Southern Bank: We are a family-rooted bank, serving communities and working together to be the best in our industry.