Banking: Relationship Banker

The Universal Banker is essential in creating a welcoming environment and building rapport to provide an exceptional customer service experience. Serving as a primary point of contact and the face of the bank, this role is responsible for transaction processing, maintenance, and handling service-related requests in person, through online chat submissions, and over the phone.

In addition, the universal banker supports the branch by acquiring, maintaining, and deepening client relationships through engaging conversations. They actively listen to clients' financial needs and facilitate referrals to a relationship banker for further assistance.

It's important to note that this position will require travel to any of our three branch locations: Answer the phone and online chat submissions professionally, promptly, and pleasantly.

Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues Follow-up on these issues as required ensuring timely and accurate resolution and convert servicing situations into referral (sales) opportunities.

Provide incomparable customer service to all Retail, Commercial, and Mortgage clients alike, including but not limited to; account transfers, password resets, wire transfers, with the ability to assist with more complex service needs in conjunction with established internal escalation points.

Accurately process a variety of Retail and Commercial transactions, including but not limited to; deposits, withdrawals, loan payments and check cashing transactions in a timely and efficient manner.

Disburse cash to customers and conduct transactions according to procedures.

Maintain an adequate cash drawer at all times; Provide technical support/troubleshooting for clients related to GRB online, ATM/Debit Cards, Mobile Wallet activation and other banking services as needed.

ordering of cash, assisting with preparation of cash for shipment, receipt of cash delivery, and balancing the branch.

helping maintain a consistent, well-organized, streamlined process to ensure all audits, regulatory policies and procedures are adhered to, appropriately retained, and up to date.

Understand and adhere to GRB’s risk and regulatory standards, policies and controls that are in place. Identify risk-related issues needing escalation to management.

Open accounts for new customers and prepare new account paperwork, applications and request the required identification.

Promote strong customer and client interactions; develop new customer relationships and/or retain and expand existing relationships by proactively identifying opportunities to achieve personal referral (sales) goals to GRB’s internal partners.

Each GRB location has additional responsibilities and specific duties unique to that particular office. Other tasks will be assigned accordingly, and as the manager sees fit, to assist with fulfillment of those needs.

10% Travel required to support marketing events

High School Diploma is required, along with a minimum of 2 years’ exceptional customer service experience and a minimum of 1 year of previous banking experience or the equivalent combination of education and experience.

possess strong interpersonal skills including the ability to proactively communicate and help others within and across departments.

Seek and incorporate feedback on your performance from management, coworkers and clients.

General knowledge of PC with Windows based applications, CRM software, and multi-phone use.

The work environment is an indoor, climate-controlled office setting. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Genesee Regional Bank is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to race, religion, color, national origin, age, sex, disability, veteran status, or any other basis protected by applicable federal, state, or local law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities