Relationship Banker - Montgomery

Leadership:

• Proactively seek opportunities for personal and professional development. Be growth minded.
• Enthusiastically support bank initiatives.
• Develop and maintain a supportive relationship with branch and interdepartmental teammates.

Sales & Service:

• Deliver unmatched service by consistently executing the MCB PROMISE.
• Handle customer transactions efficiently, with minimal errors and in accordance with the bank’s policies and procedures.
• Answer the telephone using MCB protocol. Warmly transfer calls when necessary.
• Develop a strong working knowledge of all bank products. Consistently identify customer needs and present solutions. Job Duties:
• Open new accounts for customers according to required policy with minimal errors.
• Enter account information into Navigator/BPM system.
• Answer telephone.
• Open mail and log transactions.
• Balance money orders.
• Open safe deposit vault and close at the end of the day.
• Check the after-hours voice mail and handle the calls or transfer them to correct person.
• Make changes to accounts as requested by the customer.
• Audit signature cards, debit cards and change forms from other RBs.
• Scan and file documents.
• Order checks and debit cards.
• Handle customer issues such as stop payments, debit card problems, account questions, and disputes.
• Set up, unlock, reset online banking, bill pay, mobile banking, reset VRU telephone banking passwords, print statements, set up automatic monthly transfers between accounts.
• Handle required minimum distributions for IRA account holders.
• Check report for any CD’s past maturity not on auto renew that need renewing.
• Maintenance of existing accounts: Change of address, phone number, adding or deleting a signer, closing accounts, closing debit cards and re-issue new card, stop payments, debit card fraud and account fraud.
• Assist with Teller duties when needed.
• Complete assigned training by the required deadline.
• Other duties as assigned.

POSITION: Relationship Banker I – Generally, 0-2 years of experience)