Relationship Banker I

3 weeks ago


Des Moines, United States Bankers Trust Company Full time $21 - $25

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

Job Summary:

The Relationship Banker (RB) is responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new accounts and maintaining existing deposit/loan relationships. This position facilitates customer awareness and education of the bank's services, including digital banking capabilities. The RB conducts teller transactions in an accurate and timely manner while maintaining essential controls and safeguards. This position also refers clients to business partners within the Bank. The RB must be able to work every other Saturday morning and be flexible regarding hours.

Primary Functions and/or Responsibilities:

  • Provides personalized customer service, building relationships with clients and providing solutions to their financial needs while following the Customer Service Excellence Agreement and Sales Ethics Roadmap
  • Opens new accounts (including IRA's and HSA's), processes deposits, withdrawals, transfers, loan payments, cashier's checks, foreign currency requests and other transactions accurately and timely
  • Processes loan applications accurately and timely
  • Identifies customer needs and provides information on products and services that meet those needs
  • Cross-sells bank products and services that meet customers' needs
  • Monitors customer activity for suspicious and fraudulent activity
  • Refers customers to Bank business partners who are able to provide solutions for their financial needs
  • Maintains essential controls and safeguards while opening and closing the branch
  • Performs other duties as assigned

Education and/or Experience:

Relationship Banker I
  • High school diploma or GED preferred
  • Minimum of one year of banking experience in a customer contact position with emphasis on sales of products and services required
  • Minimum one year of cash handling experience required
  • Previous lending experience preferred
  • Notary Public certification within 30 days is required

Specific Skills, Knowledge & Abilities:

  • Knowledge and an understanding of bank products and services
  • Ability to multitask and prioritize business opportunities as needed
  • Ability to work in a high paced environment
  • Adaptable to change
  • Strong organizational, prioritization, and time management skills
  • Flexible regarding working hours
  • Deadline oriented
  • Critical thinking, negotiation, and problem solving skills
  • Data processing and digital banking knowledge
  • Positive, team focused attitude
  • Ability to work independently and use electronic resources

Work Schedule:

Hours vary between 7:45 a.m. to 5:45 p.m. Monday – Friday and every other Saturday from 8:45 a.m. to 12:15 p.m.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and is subject to the required registration process, which includes a criminal background check and credit check. Failure to meet or maintain requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Hiring Salary Range

The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: $21.25 - $24.75

Benefits

  • Group Health, Dental, and Vision Insurance
  • Generous Paid Time Off (PTO)
  • Volunteer Time Off (VTO)
  • 401(k) plan with lucrative company match
  • Tuition assistance
  • Company Paid Life Insurance
  • Paid Parental Leave
  • Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
  • Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility: Position will be onsite.

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”



  • Des Moines, United States Bankers Trust Full time

    There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class...

  • Relationship Banker

    5 hours ago


    Des Moines, United States Bankers Trust Full time

    Relationship Banker -Traveler Location Des Moines, IA # of openings 0 Apply Now (https://phh.tbe.taleo.net/phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1667) Job Brief Responsible for providing personalized customer service to clients. The RB I engages customers in conversation to understand their banking needs and preferences and...

  • Relationship Banker II

    17 hours ago


    Des Moines, United States Bankers Trust Full time

    Relationship Banker II (BT-North) Location Des Moines, IA # of openings 1 Apply Now (https://phh.tbe.taleo.net/phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1738) Job Brief Responsible for providing personalized customer service to clients. The RB II engages customers in conversation to understand their banking needs and preferences...


  • Des Moines, Iowa, United States GILBERT & COOK INC Full time

    We're on a quest to empower individuals to Live a Life of Abundance! As a Relationship Manager at Gilbert & Cook Inc., you'll play a pivotal role in helping our clients achieve their financial goals.What You'll Do:Work closely with advisors to deliver world-class client serviceBuid meaningful relationships with clients to drive business growthPARTicipate in...


  • Des Moines, Iowa, United States GILBERT & COOK INC Full time

    We are seeking a highly skilled and experienced Relationship Manager to join our team at Gilbert & Cook Inc. in West Des Moines, Iowa.The successful candidate will have a proven track record of delivering exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Supporting advisors in delivering top-notch...


  • Des Peres, United States Regions Bank Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • West Des Moines, United States GILBERT & COOK INC Full time

    Job DescriptionJob DescriptionRELATIONSHIP MANAGERSummaryAre you looking to work in a growing company that can provide internal growth potential? Do you have a high standard for helping people and find fulfillment in creating and cultivating genuine relationships? We are seeking an experienced Relationship Manager to join a well established, growing, and...


  • West Des Moines, United States Gilbert & Cook, Inc Full time

    RELATIONSHIP MANAGER Summary Are you looking to work in a growing company that can provide internal growth potential? Do you have a high standard for helping people and find fulfillment in creating and cultivating genuine relationships? We are seeking an experienced Relationship Manager to join a well established, growing, and ensemble-based, private wealth...


  • West Des Moines, United States National Black MBA Association Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for...


  • Des Moines, United States Bankers Life Full time

    Licensed Agent Insurance Representative Location: Des Moines, IA, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for...


  • Des Moines, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Des Moines, IA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...


  • West Des Moines, United States Gilbert & Cook, Inc Full time

    Relationship Manager/ Client Service AssociateSummaryThe Relationship Manager plays a vital role in supporting the Advisor in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships. This position requires expertise in client service, complex...


  • West Des Moines, United States Gilbert & Cook, Inc Full time

    Relationship Manager/ Client Service AssociateSummaryThe Relationship Manager plays a vital role in supporting the Advisor in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships. This position requires expertise in client service, complex...


  • Des Plaines, Illinois, United States Millennium Bank Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our team as a Universal Banker at Millennium Bank. This is an excellent opportunity for someone looking to start their career in banking or advance their existing one.Compensation: $50,000 - $65,000 per yearThe successful candidate will be responsible for providing exceptional...


  • Des Moines, United States Bankers Trust Company Full time $19 - $23

    There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class...


  • Des Moines, United States Bankers Trust Company Full time $19 - $23

    There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class...


  • Des Moines, Iowa, United States Yellow Brick Road Child Care I Full time

    At Yellow Brick Road Child Care I, we're seeking a highly skilled and dedicated individual to join our team as a Lead Preschool Teacher.About the RoleThis is an excellent opportunity for someone with a passion for childcare to make a meaningful difference in the lives of children. The successful candidate will be responsible for leading our preschool...

  • Case Manager I

    12 hours ago


    Des Moines, United States Primary Health Care Full time

    Are you looking for an opportunity to do amazing work helping others? You've come to the right place. Let's make a difference! Primary Health Care (PHC) was founded in 1981 by Dr. Bery Engebretsen in Des Moines, IA. Our mission has remained unchanged since that time, to provide healthcare and supportive services to all, regardless of insurance, immigration...


  • Des Plaines, Illinois, United States Filter Services Inc. Full time

    Job OverviewAs a Customer Relationship Manager at Filter Services Inc., you will be responsible for managing and growing existing customer relationships to support business growth and retention. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.About Filter Services Inc.We are a...


  • Des Moines, United States Eurofins GSC Poland Sp. z o. o. Full time

    Laboratory Technician I49_744000026293527Obowiązki GC/Lipids 2nd Shift (4pm - 12:30am) Tue - Sat or 3rd shift (12am - 8:30am)Understand and follow Quality System documents relevant to responsibilities, e.g., Quality Manual, SOPs, and Methods.Adhere to appropriate quality measures to meet or exceed the standards set by ISO/IEC 17025, government...