Relationship Banker

Central Bancompany Oak Grove , MO 64075

Posted 5 months ago

Provide assistance to new and established customers, including cross selling of products and services. Perform a variety of customer services, such as opening new accounts, establishing direct deposit accounts, opening retirement accounts (IRA and Keogh), and assisting customers with inquiries concerning products and services.

Explore customer needs and cross-sells services that are in the best interest of the customer. Make appropriate referrals to other business units for traditional and non-traditional banking products and services. Provide superior service to customers. Conduct relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.

Meet and greet the customer as they enter their department/facility. Assess the needs of the customer, explain the different types of accounts available and assist in the selection of the most appropriate one for their needs.

Open personal or business accounts and prepare all related documentation.

Open new accounts, open ATM cards, issue and redeem Certificates of Deposit, and open and add to Individual Retirement Accounts.

Complete necessary forms for customers to have their checks directly deposited.

Transfer funds to various accounts.

Prepare all related documents for wire transfers; forward to wire transfer department.

Answer questions, give explanations, and solve problems for customers face-to-face, over the phone and through written correspondence.

Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas (i.e. Bank Secrecy Act, Regulations CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations.

Acquire and maintain thorough understanding of security procedures; practice established procedures. Understand role in case of robbery and know proper post-robbery procedures.

Maintain neat and orderly work area and ensure that all cash, negotiables and confidential records are secured and/or disposed of properly.

Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone. Actively listen to customers and maintain a friendly, positive and professional attitude.

Resolve difficult situations with tact and diplomacy. Look for creative ways to make customers feel appreciated and special.

Acquire and maintain knowledge of all bank products and services.

Actively take advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet needs of customer.

Actively participate in STEP program; attend appropriate sales and STEP training; utilize STEP program initiatives; work with manager to set STEP goals and make every effort to reach targeted goals. Make referrals to other business units for traditional and non-traditional banking products and services.

Enter referral activity into the iStep system according to Central Bank of the Midwest and Central Bancompany standards.

Participate in sales programs to generate new customers.

Arrange daily work plans to handle customer flow and bank processing requirements, provide customer service and meet bank record keeping requirements.

Provide assistance to new and established customers, including cross selling of products and services. Perform a variety of customer services, such as opening new accounts, establishing direct deposit accounts, opening retirement accounts (IRA and Keogh), and assisting customers with inquiries concerning products and services.

Explore customer needs and cross-sells services that are in the best interest of the customer. Make appropriate referrals to other business units for traditional and non-traditional banking products and services. Provide superior service to customers. Conduct relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.

Meet and greet the customer as they enter their department/facility. Assess the needs of the customer, explain the different types of accounts available and assist in the selection of the most appropriate one for their needs.

Open personal or business accounts and prepare all related documentation.

Open new accounts, open ATM cards, issue and redeem Certificates of Deposit, and open and add to Individual Retirement Accounts.

Complete necessary forms for customers to have their checks directly deposited.

Transfer funds to various accounts.

Prepare all related documents for wire transfers; forward to wire transfer department.

Answer questions, give explanations, and solve problems for customers face-to-face, over the phone and through written correspondence.

Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas (i.e. Bank Secrecy Act, Regulations CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations.

Acquire and maintain thorough understanding of security procedures; practice established procedures. Understand role in case of robbery and know proper post-robbery procedures.

Maintain neat and orderly work area and ensure that all cash, negotiables and confidential records are secured and/or disposed of properly.

Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone. Actively listen to customers and maintain a friendly, positive and professional attitude.

Resolve difficult situations with tact and diplomacy. Look for creative ways to make customers feel appreciated and special.

Acquire and maintain knowledge of all bank products and services.

Actively take advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet needs of customer.

Actively participate in STEP program; attend appropriate sales and STEP training; utilize STEP program initiatives; work with manager to set STEP goals and make every effort to reach targeted goals. Make referrals to other business units for traditional and non-traditional banking products and services.

Enter referral activity into the iStep system according to Central Bank of the Midwest and Central Bancompany standards.

Participate in sales programs to generate new customers.

Arrange daily work plans to handle customer flow and bank processing requirements, provide customer service and meet bank record keeping requirements.



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