Relationship Banker

Overview

Position Summary: Provides personalized banking services to financial institution customers by performing the following duties.

To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Represents Nano Banc to the customers in a friendly, positive, and professional manner greeting members and guests as they enter the facility and during their visit.
• Provides prompt, efficient, confidential, and accurate service in the processing of transactions.
• Learns to recognize member's needs for services and presents and refers them appropriately.
• Assists with monetary transactions for members (i.e., deposits, withdrawals, loan payments, check cashing, miscellaneous receipts) and other normal inquiries including examines checks for endorsements.
• Opens new accounts and maintains existing accounts according to the established policies and procedures of the Banc.
• Sell products and services as deemed appropriate for the specific customer.
• Participate in all Branch functions necessary to contribute to the achievement of the branch earnings and growth objective.
• Participates in sales meetings and training programs to obtain and refine product knowledge and selling skills.
• Ensures proper documentation requirements are met for all accounts maintained by the Banc.
• Utilizes Chex Systems and OFAC as a part of the new accounts opening procedures.
• Places holds on accounts for uncollected funds as deemed necessary.
• Answers basic customer questions regarding their accounts (i.e., current balance, checks cleared).
• Responds to customer requests, problems, and complaints, and/or directs them to the proper person for specific information and assistance.
• Notarization of bank related docs when needed.
• Review and call back of daily new accounts, maintenance reports and notices.
• Adhere to all Bank policies and procedures.
• Performs all other duties as assigned.

To perform this job 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 accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Education/
  
  Experience:
  
  Associate degree or equivalent from two-year college or technical school; or 0-1 year related experience and/or training; or equivalent combination of education and experience.
• Language Ability:
  Read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Write routine reports and correspondence. Speak effectively before groups of customers or employees.
• Mathematical Ability:
  Calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference and volume. Apply concepts of basic algebra and geometry.
• Reasoning Ability:
  Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Computer
  
  Skills:
  
  MS Office
• Working accurately with close attention to details, displaying good time-management skills.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear.

The employee is frequently required to reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Must complete all required mandatory and regulatory training by the assigned due date. Bank Secrecy Act (BSA):
Follow all policies and procedures of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Asset Control (OFAC). Complete online compliance training as required.

The above is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other related duties as assigned by their supervisor.

This is a temporary…