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Relationship Banker II

2 months ago

Litchfield, Michigan, United States BankTalent HQ Full time
Job Summary

The Client Relationship Specialist is responsible for providing exceptional client service while performing a variety of banking transactions, including savings, checking, and credit account services. This role requires a strong understanding of client needs and the ability to recognize opportunities to enhance and strengthen the bank's relationship with clients.

Key Responsibilities
  • Welcomes clients to the bank and escorts them to a work area to complete their transaction.
  • Processes clients' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, and other routine requests.
  • Provides clients with necessary information and troubleshoots client issues.
  • Becomes familiar with clients' resources to be able to assist clients.
  • Assists clients with access to safety deposit boxes and address changes.
Additional Responsibilities
  • Troubleshoots issues with debit cards, online banking, & account issues.
  • Collects information for outgoing wire transfers.
  • Balances and maintains ATM.
  • Opens personal and business accounts for new and existing clients.
  • Closes accounts (including IRAs & HSAs).
  • Performs follow-up with clients.
  • Assumes responsibility for account maintenance.
  • Performs cash vault duties, including balancing.
  • Assists in cash needs for co-workers and branch.
  • Processes client account changes.
  • Assists in the opening and closing duties and operations of a branch.
Requirements
  • High school diploma or equivalent.
  • Minimum of three years banking experience and/or education, including cash handling.
  • Passion for providing a stellar service experience to all clients (external and internal) and ability to instill this passion in others.
  • Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
  • Positive and cooperative approach when working with others.
  • Excellent written communication skills with demonstrated ability to write communications clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications.
  • Excellent verbal communication skills with the demonstrated ability to effectively present information to clients (internal and external) and management.
  • Ability to maintain confidentiality and handle sensitive information.
  • Ability to efficiently and accurately keyboard information, both computer and calculator.
  • Strong computer skills with a proficiency in MS Word, Excel and Outlook.
  • Knowledge of basic accounting principles.