Relationship Banker

Job Summary Responsible for accepting and processing customer transactions. Provides prompt, courteous and efficient service. Accountable for the achievement of operational and sales/referral objectives and job expectations. Supports digital banking services and customer assistance in person, by phone, web, and chat, guiding clients through online banking platforms, troubleshooting mobile and online banking issues, and ensuring seamless execution of digital transactions while maintaining the highest standards of information security and confidentiality. Location Location: Glen Carbon, IL Job Id: 468 # of Openings: 1 Responsibilities Greets clients and establishes a quality service environment. Accepts and processes transactions with accuracy within policy guidelines (deposits, withdrawals, payments, check cashing, issuing negotiable items, etc.). Opens closes and understands level-1 products (Checking, Savings, Money Markets, CD’s). Explains transaction policies and procedures to clients. Obtains supervisory approval for transactions outside authorized limits. Notifies management of suspicious or questionable transactions. Refers large withdrawals and account closures to manager/sales staff for retention efforts. Maintains basic product knowledge of all banking products through training, meetings, and corporate communications. Logs all client calls and interactions in CSI Connections. Safeguards assigned cash and balances the cash drawer daily as outlined in the Addendum to Cash Handling Procedures. Places holds on funds when appropriate and advises clients of funds availability. Maintains dual control and adheres to all security policies and procedures at all times. Completes assigned Sales Training and Compliance Testing. Participates in departmental meetings and accepts assignments for presentations. Reports to work punctually as scheduled and maintains professional appearance and conduct per the Bank’s Employee Handbook. Allows entry of safe deposit box holders and accurately maintains entry card (if applicable). Identifies sales opportunities and makes referrals to appropriate sales representatives. Reviews referral goals frequently and formulates daily strategies for meeting goals. Participates in sales events, bank promotions, branch promotions, and external events. Encourages use of alternate delivery systems such as Debit Card and Online Banking. Participates in all branch sales meetings. Knowledge, Skills, and Abilities Basic PC skills – MS Office (Outlook, Word & Excel). Superior interpersonal and communication skills. Strong organizational skills. Flexible, team player, self‑starter, takes initiative. Ability to multi‑task. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. High‑school diploma or GED, or currently attaining high‑school diploma or completing a co‑op program. Minimum of six months previous cash‑handling experience and/or training preferred; equivalent combination of education and experience also acceptable. Ability to use a PC and alpha‑numeric keyboard with accuracy. Previous customer service experience of at least six months preferred. Reading and writing comprehension of simple instructions, short correspondence, and memos. Ability to present information in one‑on‑one and small group settings to customers and colleagues. Mathematical ability to add, subtract, multiply, and divide using whole numbers, common fractions, decimals, and compute rates, ratios, and percentages. Physical Demands Regularly required to walk, sit, use hands, reach, talk, and hear. Occasionally required to stoop, kneel, crouch, or crawl. Specific vision abilities required include distance vision. Employees generally work onsite. Work Environment Duties require employees to work onsite. The noise level is typically moderate. #J-18808-Ljbffr