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Client Relationship Specialist

2 months ago

Bend, Oregon, United States Summit Bank Full time
Job Overview

POSITION TITLE: Universal Banker

REPORTS TO: Branch Operations Supervisor

FLSA STATUS: Non-Exempt

EMPLOYMENT TYPE: Full Time

WORKING HOURS: Monday – Friday 8:30am – 5:30pm

BREAKS: One (1) paid 15-minute break for every four (4) hours worked, and one (1) unpaid sixty (60) minute meal break.

POSITION SUMMARY

Welcome each client as they enter the branch. Assess the needs of clients and prospects for a variety of banking services through a proactive, needs-based sales approach. Build customer rapport and trust by demonstrating a demeanor of "friendly professionalism" to exceed client expectations. Take responsibility and ensure compliance with Bank policies and procedures, as well as all relevant state and federal banking laws and regulations.

KEY RESPONSIBILITIES

  1. Welcome each client in the branch lobby. Promote banking products and services, or direct clients to the appropriate area. Refer clients to the Lending Advisor or relevant team member.
  2. Possess comprehensive knowledge of various banking products and services. Assist and guide retail clients courteously. Advise clients on Bank services, helping them select the options best suited to their needs while suggesting additional services as appropriate.
  3. Identify existing clients who may be potential candidates for additional Bank products/services; proactively engage with these clients to explore further business opportunities.
  4. Process savings, checking, and loan transactions with minimal assistance. Accurately post transactions and information to the computer system and balance the general ledger from the previous day's activities.
  5. Cash checks in accordance with established policies.
  6. Provide operational support by managing vault cash, processing cash shipments, ordering checks, and handling wire transfers.
  7. Understand the balancing process to reconcile cash drawers, daily transactions, and prepare end-of-day deposits with limited supervision. If discrepancies occur, post necessary transactions to balance the over/short amounts.
  8. Maintain the Bank's Customer Information File (CIF) system, ensuring signature card files are accurate and report any discrepancies to the Senior Client Services Officer or Compliance/Risk Officer.
  9. Explain online banking services to both new and existing clients.
  10. Familiarize yourself with Bank policies and procedures, FPS Banking System, and other computer-based systems as outlined in the Policy Manual.
  11. Utilize computer terminals or personal computers to assist customers with various services, including stop payment orders, monetary transfers, changes to account ownership, account research, and bill pay services within designated authority.
  12. Respond to inquiries or direct them to the appropriate department or individual, ensuring necessary follow-through with clients and/or colleagues involved.
  13. Take on special projects; gather data and prepare reports for management.
  14. Ensure all related paper file systems are organized for easy access to necessary documents, maintaining consistency and completeness in documentation.
  15. Serve as a backup to the Business Courier.
  16. Provide coverage for other branches as needed.

ADDITIONAL RESPONSIBILITIES

  1. Assume various departmental functions in the absence of team members or during peak periods.
  2. Complete assigned Compliance Training and maintain adherence to the Bank's BSA/AML policies and procedures.
  3. Assist Client Services Advisors with account openings across all product lines, providing documentation and follow-up support to ensure all client needs are met.
  4. Support the administration of client accounts by managing the opening and/or closing of certificates of deposit, personal and business accounts, and safe deposit boxes, ensuring compliance with Bank, BSA, and Patriot Act requirements.

GENERAL EXPECTATIONS

  1. Deliver exceptional personal customer service to all internal and external clients.
  2. Treat individuals with respect; uphold commitments; inspire trust; act ethically and with integrity; adhere to organizational values; accept responsibility for personal actions.
  3. Follow established policies and procedures; complete administrative tasks accurately and punctually; contribute to the Bank's profitability through cost controls and expense monitoring.
  4. Exercise sound judgment in decision-making and proactively address opportunities and challenges.
  5. Perform duties safely, without compromising the health or safety of oneself or others, and report any potentially unsafe conditions.
  6. Adhere to established schedules, arriving punctually and maintaining a positive attitude.
  7. Support the Bank's goals and values; contribute positively through external activities.
  8. Perform any other duties as assigned by management.

MINIMUM QUALIFICATIONS

The following specifications are general guidelines based on the minimum experience typically considered essential for satisfactory performance in this role. The requirements listed below represent the knowledge, skills, and abilities necessary to perform the position effectively. Individual capabilities may lead to variations from these guidelines.

  1. Ability to establish and maintain excellent working relationships with clients, managers, and colleagues.
  2. One (1) year of Teller cash-handling and customer service experience.
  3. Professional and personable presentation, with the ability to maintain high energy levels.
  4. Team-oriented mindset.
  5. Strong verbal, written, and interpersonal communication skills, with the ability to apply common sense in executing instructions and communicating clearly with clients, colleagues, directors, and shareholders.
  6. Attention to detail.
  7. Ability to read, analyze, and interpret technical procedures and processes.
  8. Intermediate computer operation skills to meet the production needs of the position.
  9. Good organizational and time management skills.
  10. Ability to work independently while performing duties and to handle confidential information with discretion.
  11. High School Diploma or equivalent preferred.

PREFERRED QUALIFICATIONS

  1. Basic knowledge of banking products, policies, operations, and regulations, including checking and savings accounts, as obtained through previous new accounts and/or sales experience in a financial institution.

PHYSICAL DEMANDS

  1. Repetitive use of hands for tasks such as grasping, twisting/turning of wrists, and finger dexterity necessary for various clerical duties including typing, writing, and maintaining files.
  2. Frequent use of arms for pushing/pulling to open and close drawers and cabinets.
  3. Ability to sit and/or stand for extended periods at assigned stations.
  4. Ability to bend and/or reach, and occasionally lift and carry up to 30 pounds.
  5. Continuous clarity of vision at 20 inches or less for normal processing of work.