Relationship Banker

  • Countryside Bank
  • Countryside, IL, USA
  • Mar 14, 2019
Full time Banking

Job Description

Job Summary:

The primary responsibilities of the Relationship Banker are Sales, Service, and Operations. The Relationship Banker works as the primary contact for clients and prospects and handles all cash and personal banking responsibilities. The Relationship Banker will ensure the client’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfill the client’s immediate and future financial needs. The Relationship Banker will build new and maintain existing client relationships, resulting in outcomes that define a great client experience, operational soundness, and growth of the bank. 

Some Primary Responsibilities include:

  • Perform all personal banking and teller procedures with accuracy and efficiency
  • Understand adherence, and ensure compliance to, bank policies and procedures
  • Exhibit expertise knowledge of all products and services as well as complex transactions and act as a resource for others
  • Exercise independent judgment
  • Maintain and support the sale of banking products and services by generating and following up on leads.

Minimum Qualifications

  • High School Diploma or GED.
  • 2 years experience in retail customer service, cash handling and sales.
  • The position will require opening and/or closing the Bank
  • The position requires a valid Driver’s License and access to a personal motor vehicle for travel to other locations.

Detection and deterrence of fraud is an inherent responsibility of bank employees’.  Employees are to report all identified incidents of fraud and dishonesty. Satisfactorily completes all required compliance training and complies with all regulations applicable to the position.