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Relationship Banker I

Alliance-Bank

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker I Full Time - Non Exempt Clerical Mt Vernon Main, Mt. Vernon, TX, US 3 days ago Requisition ID: 1014

POSITIONPURPOSE

This position acts as a customer advisor and navigator throughout the bank, uncovering, understanding, and actinguponfinancialcuestomeetthecustomer’sneeds.Thisemployeeoffersthecustomerthehighestdegree of service and promotes all Alliance Bank’s products and services.

SKILLS,KNOWLEDGE,ANDPHYSICALREQUIREMENTS

HighSchool diplomaorequivalency. Abilitytoread,write,andspeaktheEnglishlanguage,bilingualhelpful. AbilitytoofferAllianceBank’sproductsandservices. Two(2)yearsofexperienceinbankingorjob-relatedfieldandone(1)yearoftrainingand/oreducationin the field or a combination of education and experience providing equivalent knowledge. Mayconsider cashhandling,customerservice,and/oradministrativeskills. Aminimumof1yearatAllianceBankis preferred. Must possess excellent interpersonal communication skills and have the ability to deal with and respond to employees, customers, third party vendors, and salespersons with tact, diplomacy, and a sense of urgency. Ability to meet performance expectations and job description functionsfortheroleofaServiceSpecialist. Abilitytoprioritizeowntasksandresponsibilitiestoensurethatexcellentservicetoourcustomersis accomplished before most administrative functions are processed. Abilitytohandlemultipletaskswithinaprescribedtimeperiodandadapttofrequentorunexpectedchanges in work responsibilities or processes. Abilitytooperatebasicoffice equipmentincludingaPCwithjob-relatedsoftware. Abilitytohandlebank andcustomertransactionswith ahighlevelofconfidentiality. Knowledgeofstateandfederalregulations. KnowledgeofAllianceBank’spoliciesandprocedures. KnowledgeofAllianceBank’sproductsandservices. Schedulesarepreparedbasedonbusinessneedsandaresubjecttochangeatanytime.Thismayincludethe need for evenings, weekends, or holiday coverage. Officesettingwithmoderatelyvarieddesk-orientedactivity. Repetitive movement of finger, wrist, and hand. Ability to stand, bend, stoop, squat, and kneel. Ability to lift 50 lbs.

ESSENTIALFUNCTIONSANDBASICDUTIES

Personify Alliance Bank’s mission statement of The best inallwedo. Activelysellandcross-sellbankservices. Provideprompt,courteous,andfriendlyservice. PromotesAllianceBank’sculturethroughallinteractionsmodelingtheAllianceBankwayofCustomer Experience. Provides professional services to the bank’s customers by prompt acknowledgment of the customer, maintainsafriendlyandcourteousdemeanor,ensurescustomersatisfactionontransactionrequests,and presents a professional image. InadditiontothedutiesofaServiceSpecialist,aRelationshipBankerIisexpectedtoaccuratelyand efficiently complete other customer transactions, including but not limited to: Issue,Print,Maintenance,andPinDebitcards PlaceStoppaymentsandorderchecksthroughthe Deluxewebsite AbilitytoperformDormantAccountMaintenance Accept andinputwiresforcustomers Abilitytoprintstatements,andresearchimagesof checksanddeposits Assistcustomerswithdigitalbankingproductssuchasonlinebanking,mobileapplications,ande- statements KnowledgeofConsumer Accountproducts,butnotlimitedto: DepositandSavingsaccounttypesandfeatures CertificateofDeposits/IRAsbasicinformation RevocableTrust MinorAccounts SafeDepositBoxes–Openingnewboxesandentryaccessintothebox KnowledgeofBusiness AccountTypes,butnotlimitedto: DepositandSavingsaccounttypesandfeatures CertificateofDeposits WhatisrequiredforsmallbusinesscustomerssuchasSoleProprietorships,Partnerships,and Unincorporated Associations AbilitytoInterviewNewAccountcustomersandperformsotherfunctionssuchassettingupcustomer records, verifying references, and holding uncollected funds. OpenandMaintenancenewaccountsandsellsCertificatesofDeposits. Abilitytofollowdataintegrityproceduresbyreviewingdocumentation,checkingbackwork,imaging,and indexing daily work. Abilitytodiscoverothercustomerneedstocrosssale/sendreferralsforotherservicesincludingbutnot limited to: AllianceBankMortgage AllianceBankFinancialServices(ABFS) Galyean’sInsurance RemoteDepositCapture Assistcustomerswithaccountfraudsuchasidentitytheft,accounttakeover,counterfeitchecks,forgery items, debit card disputes, and ACH disputes. May perform vault duties such as ordering/shipping currency and coins and distributing money to other service specialists. Ability to learn the role of Relationship Banker II and perform that role in a frontline or backup capacity as needed. Establish, retain, and deepen relationships with banking center customers and potential customers to achieve sales goals and provide quality customer service. Keep updated on all Alliance Bank policies and procedures pertaining to this position. Attendance and punctuality are a must. Thisjobdescriptioninnowaystatesorimpliesthatthesearetheonlytaskstobeperformedbytheemployee occupying this position.The incumbent will be required to follow any other instructions and to perform any other job-related duties. Rotation: Monday through Friday 7:40 am - 4:30 pm and Monday through Friday 9:00 am - 6:00 pm #J-18808-Ljbffr Alliance-Bank

Vacancy posted 3 days ago
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