Relationship Banker

at First Security Bank in Hamilton, Montana, United States

Job Description

About The Role As a Relationship Banker you will be the primary point of contact for our customers in the branch. Your role will support growth of the bank’s market share through new account acquisition, deepening relationships through referrals and helping our clients to reach their full financial potential. You will assist clients with everyday cash handling transactions as well as engage with them as a relationship manager to recommend products and services that would fit their unique financial needs. As a Relationship Banker, you will have the ability to own the customer interaction from start to finish, allowing true personal connections to develop.DUTIES AND RESPONSIBILITIES:Receive and process customer financial transactions including deposits, withdrawals, loan payments, cashier’s checks, money orders, and funds transfers. Maintain and balance cash drawer daily.Open and close client accounts. Answer questions about bank products and services and make recommendations to clients to enrich their financial lives.Provide exceptional customer service, modeling the FSB “Welcome” tenets.Actively engage with corporate growth strategies, initiatives, and partners.Support Community Reinvestment Act (CRA) through business development efforts.ESSENTIAL FUNCTIONS:Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Maintain strict confidentiality of customer’s personal and financial information.Develop and improve skills through training programs and regular feedback discussions with supervisors which help further professional development. Participate in all training sessions and complete all assigned OnCourse training courses and achieve a passing score by due date.Adhere to First Security Bank’s core values; represent the bank in a professional manner which includes a professional image, confidentiality, positive ‘can-do’ attitude, good attendance, punctuality, flexibility, and adaptability in meeting internal and external customer needs.Display excellent customer service with both internal and external clients. Embody First Security Bank’s “Welcome” tenets:- Warm – Demonstrate warmth; be genuine and approachable- Engage – Engage with teammates and customers; be present in every interaction- Listen – Actively listen to employees and clients- Connect – Build relationships, connect with the community and teams- Opportunity – Seek out opportunities to serve others- Modify – Modify your approach to meet employees and clients where they are; style-flex and adapt as appropriate- Experience – Create a true experience for the client by providing exceptional customer service on their financial journeyMust be capable of regular, reliable, and timely attendance to accomplish essential job functions including in-person contact with internal and external customers.Position performs other duties as needed/assigned. About You QUALIFICATIONS:High school diploma or GED.Minimum of 6 months related experience in customer service, sales, and/or banking. Placement to Relationship Banker II or III depends on experience.KNOWLEDGE, SKILL, ABILITY:Working knowledge of standard office equipment. Basic computer skill with working knowledge or ability to learn various office software including word processing, spreadsheets, 10-key, and general computer applications.Communicate Effectively: both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques. Demonstrate soft phone skills by treating all internal and external customers in a polite and courteous manner. Understands and follows complex written and oral instructions.Customer Service: We are community inspired and pride ourselves on offering exceptional service to both our internal and external customers. We expect you, as an