Relationship Banker I or II - BT-East
Bankers Trust, Des Moines, IA, United States
Relationship Banker I or II - BT-East
Location Des Moines, IA
# of openings 1
Apply Now (https://phh.tbe.taleo.net/phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1664)
Job Brief
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.
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 were proud of the premier workplace weve created. We regularly receive best in class results through our biennial employee engagement survey. Were 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 Partnerships 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
o High school diploma or GED preferred
o Minimum of one year of banking experience in a customer contact position with emphasis on sales of products and services required
o Minimum one year of cash handling experience required
o Previous lending experience preferred
o Notary Public certification within 30 days is required
Relationship Banker II
o High school diploma or GED preferred
o At least three years of retail banking experience in a customer contact position with emphasis on sales of products and services required
o At least three years of underwriting/loan decision experience is required
o Notary Public certification within 30 days is required
o Signature Medallion within 90 days is required
Specific Skills, Knowledge & Abilities:
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Excellent communication skills (written and/or oral)
Analytical and problem solving skills
Strong math skills
Strong organizational and planning skills
Ability to multi-task
Cash handling experience
Strong customer service skills
Strong attention to detail
Data entry - speed and accuracy
Excellent listening and interpersonal skills
Hiring Salary Range
The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidates 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.
Relationship Banker I $21.00 25.00 per hours (Annualized at 40 hours per week: $43,680 52,000.)
Relationship Banker II $23.00 27.00 per hours (Annualized at 40 hours per week: $47,840 56,160.)
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.
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.
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
PROTECTED VETERANS AND INDIVIDUAL WITH DISABILITY