Relationship Banking Specialist II

Job Summary

Provide an amazing customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross‑sell bank products and services and provide support to other branch and department team members as needed to perform other duties and functions as assigned.

• Provide an amazing customer experience to all branch clients.
• Maintain comprehensive knowledge of the bank’s products and services and ensure that branch staff are similarly trained and focused on appropriate cross‑selling and referrals.
• Ensure customer problems and complaints are handled professionally, effectively, and resolved at the branch level to the customer’s satisfaction.
• Able to perform all transactions necessary to meet customer needs, including servicing accounts and all teller functions.

• Client transaction processing
• Debit card ordering and servicing
• Online banking setup and servicing (as applicable)
• Printed check orders
• Branch cash ordering and shipping (as applicable)
• Branch certifications (as assigned)
• Stop payments
• Holds
• Reg. E claims
• Safe Deposit Box opening, closing and servicing (as assigned)

• Bank Secrecy Act
• Customer Information Program
• Beneficial Ownership
• Office of Foreign Asset Control
• Fiduciary Account documentation

• Computer skills to include use of Microsoft Office products and other programs as required.
• Strong mathematical ability.
• Strong analytical skills.
• Excellent oral and written communication skills.
• Outstanding interpersonal skills.
• Effective time management and organizational skills.
• Attention to detail and follow‑through.
• Ability to interact with coworkers, follow directions including established bank procedures, and accept constructive feedback.
• Working knowledge of all bank products and systems enabling cross‑selling of bank products to a diverse client base.
• Thorough understanding of banking rules and regulations, especially BSA.
• Ability to count cash accurately.

• High school diploma or GED equivalent required.
• Six months’ branch banking experience preferred.
• Minimum six months’ cash handling experience required.

• Standard office environment with a moderate noise level.

The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

• Prolonged periods sitting at a desk and working on a computer.
• Remain in a stationary position for sustained periods of time.
• Occasionally move about inside the office to access filing cabinets and/or other office machinery.
• Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery.
• Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer.
• Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers.
• Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading.
• Regularly required to communicate verbally with employees, clients, and vendors.

Minorities/Women/Protected Veterans/Disabled

$22.00 to $26.00 per hour.

Entry level

Full-time

Other

Banking