Walden Savings Bank

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Relationship Banker

Relationship Banker

Job ID 
2017-1131
Job Locations 
US-NY-Multiple Locations Available
Category 
Retail Delivery / Relationship Banker
Type 
Regular Full-Time

More information about this job

Overview

Position Summary:

 

Responsible to fulfill multiple branch functions including platform services. Oversees teller activities, maintains records of vault, teller cash balances and general ledger accounts. Provides exceptional customer service, such as opening of accounts and assisting customer inquiries of bank products. Identifies cross-sell opportunities and refer customers to appropriate business partners. Assists Managers with the ongoing training and development of teller staff.

Responsibilities

Major Duties & Responsibilities:

  • Provides a complete range of customer services, including opening new accounts and explaining available products and services. Gathers customer information utilizing the needs based sales approach.
  • Supervises tellers to ensure compliance with regulations, policies, procedures and branch security. Enforces the security program monitoring cash levels, teller differences and outstanding cash items.
  • Ensures accurate processing of transactions including savings, loan and checking. Including but not limited to wire transfers, stop payment requests, savings bond transactions, cash advances and safe deposit box payments. Performs a higher level of services including complex transactions and customer inquiries.
  • Responsible for daily, monthly and quarterly branch proof. Assist teller staff in locating discrepancies.
  • Remains up to date on product knowledge, bank services, policies, practices and procedures.
  • Promotes products and services by referring customers to appropriate business partners based on customer needs and captures interactions using our customer relations management software (PCV). This includes but is not limited to loan, business and investment services. Assist supervisors in sales activities and research.
  • Provides on-the-job training for tellers including product knowledge, sales, service and compliance.
  • Regularly conducts “one on one” meetings with teller staff to discuss performance and goals. 

Qualifications

Education & Experience:

  • High school diploma or equivalent.
  • 2-3 years’ experience in the teller function, as well as sales experience, particularly in cross-marketing products and services.

 

Knowledge, Skills, & Abilities:

  • Excellent sales, interpersonal and communication skills.
  • Good understanding of financial products and services.
  • Excellent attention to detail, computer and organizational skills.
  • Ability to recognize customer needs in order to refer products.
  • Leadership and employee development skills.

 

LIMITATIONS AND DISCLAIMER

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities.  Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

Requirements are representative of minimum levels of knowledge, skills and/or abilities.  To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently.  Continued employment remains on an “at-will” basis.

 

As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. 

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, or disclosed their own pay or the pay of another employee or applicant.