Relationship Banker

• Employee Type Part Time

• Name Katrina Sweaney

Part-Time Monday-Friday, available some Saturdays

• Demonstrate Legacy Bank and Trust corporate values in all situations and interactions.
• Serve daily as lead teller performing basic and complex transactions. (Cash handling, balancing of drawers, vaults, coin machine, etc.)
• Open and close depository accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance.
• Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products.
• Assist in training and coaching branch retail staff on all retail functions.
• Possess knowledge of all banking products, including other lines of business within the bank. Stay current on new products, pricing, and cross-sell opportunities within retail and other departments of the bank.
• Serve as backup to branch management in leading and coaching branch retail team.
• Complete all required training as well as ABA assigned courses.
• Accept and process consumer loan applications, meet with loan customers, and act as a liaison between loan customers and loan officers as needed.
• Consistently provide exceptional customer service and appropriately manage customer complaints.
• Comply with bank policy, laws, and regulations.
• All other duties as assigned.
• Strong cultural values
• Excellent verbal skills and customer service delivery
• The ability to handle multiple functions at the same time
• Microsoft Word, Excel, and Outlook experience

• High School Diploma or equivalent
• Two or more years of banking and/or sales experience

• Seeing:
  Must be able to see well enough to see computer screen and read documents (75-100% of work time spent on activity).
• Hearing:
  Must be able to hear well enough to communicate with customers, vendors, and employees (75-100% of work time spent on activity).
• Sitting:
  Must be able to sit for long periods of time (50-74% of work time spent on activity).
• Standing/Walking:
  Must be able to move about office (75-100% of work time spent on activity).
• Climbing/Stooping/Kneeling:
  Must be able to stoop or kneel to pick up paper products or materials (25-49% of work time spent on activity).
• Lifting/Pulling/Pushing:
  Must be able to lift up to 10 pounds (0-24% of work time spent on activity).
• Grasping/Feeling:
  Must be able to write, type and use technical equipment (75-100% of work time spent on activity).

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• 401(k)
• 401(k) matching

Monday to Friday, available some Saturdays

The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment and are subject to change at the discretion of the employer.

Legacy Bank and Trust is an Equal Opportunity Employer.