Relationship Banker Float

SUMMARY:

The Relationship Banker Float is responsible for establishing, retaining and deepening customer relationships by providing exceptional customer service, performing efficient and accurate banking transactions, open or close accounts, knowledgeable in policies, procedures, and regulations of the Bank, for both consumer and business customers.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following, other duties may be assigned.

• Maintains a working understanding of consumer and commercial depository products and services.
• Process various in-branch financial transactions including cashing checks, accepting deposits and loan payments, negotiable instrument sales, savings bond redemptions, change orders, and foreign currency, in a timely manner.
• Ability to travel between branches to provide coverage as a Relationship Banker.
• Balances Cash Recyclers, vault, and coin machine.
• Upholds customer confidentiality in accordance with established procedures and guidelines.
• Handles inbound and outbound calls with a goal of customer retention, expansion of their banking relationship with Highland Bank, and attracting new customers.
• Interacts with customers to provide information in response to inquiries about accounts, products, and services.
• Identifies and closes cross-sell opportunities (consumer/commercial) in order to solicit sales of new or additional services or products, and refers customers to bank staff for purchase/set-up of certain products and services, as appropriate.
• Opens checking and savings deposit accounts, certificates of deposit, safe deposit boxes
• Provides secured access to safe deposit boxes, if applicable.
• Assists Branch Manager/Assistant Branch Manager with quarterly audits and retentions items.
• May open and close the branch following proper procedures/policies.
• May support the Branch Manager in processing orders and sales to the FED, as well as handling branch supply orders.
• Communicates with customers to explain features and benefits of products or services offered.
• Demonstrates products or services and provides assistance in the best application of products or services.
• Performs data entry to maintain consumer and commercial contact and deposit data into the Bank’s computer system.
• May process check orders, stop-payments, wire transfers, point of sale (POS), and automated teller machine (ATM) disputes, and notarize documents.
• Works to ensure departmental compliance with BSA/AML/OFAC rules.
• Reports suspicious client and account activity.
• Develops and maintains positive relationships with Highland Bank customers and employees.
• Assists other Highland Bank staff; performs other duties as apparent or as delegated by supervisor, in order to provide excellent customer and internal departments service.
• Volunteer in local community events that the bank sponsors.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

QUALIFICATIONS
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Preferred two to four years’ experience in the financial services industry, preferably in one or more of the following areas: Cash handling, Help Desk, Phone Bank.

EDUCATION/EXPERIENCEAssociate's degree (A. A.) or equivalent in Business, Finance, Accounting or related field from two-year college or technical school and three to five years’ related experience and/or training in Teller positions and supervisor capacity; or equivalent combination of education and experience.

Benefits Available

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Dependent Life Package

Accidental Death and Dismemberment Insurance (AD&D)

Salary Continuation

Long-Term Disability

Voluntary Life Insurance for Employee, Spouse, and Child(ren)

Voluntary Accidental Death and Dismemberment Insurance (AD&D) for Employee, Spouse, and Child(ren)

Health Savings Account

Flexible Spending Accounts

401(k) with 4% employer match

21 Days of PTO, accrued per pay period

Employee Incentive Program

Highland Bank

Your Business. Our Bank

Highland Bank is an Equal Opportunity Employer (EOE)

Job Type: Full-time

Pay: $22.00 - $26.00 per hour

Benefits:

• 401(k) 4% Match
• 401(k) matching
• Adoption assistance
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance
• Volunteer time off

Physical Setting:

• Office

Work Location: In person