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Relationship Banker

Posted: 04/10/2024

POSITION: Relationship Banker

SCHEDULE: Full-time
LOCATION: Pella, Iowa

OVERVIEW: Provide superior service to customers while working to meet their financial needs through a variety of deposit banking functions. An individual in the Relationship Banker role will focus on mastering and applying skills needed for effectively managing customer relationships and providing retail banking services. This individual is motivated to actively grow the branch’s deposit business.

Private Banking Services:

• Provide personalized banking services, focusing on tailored financial solutions that meet the client’s unique needs.
• Manage banking transactions for clients, including but not limited to, personal visits, digital banking, and private consultations.
• Maintain strict confidentiality and discretion in all client interactions and transactions.

Cash and Account Management:
• Handle cash operations with heightened attention to accuracy and security, maintaining an individual cash drawer for transactions.
• Address maintenance, service requests, and customer inquiries regarding existing accounts with a focus on efficiency and personalized service.

New Account Acquisition and Onboarding:
• Possess in-depth knowledge of our financial products, ensuring accurate and efficient opening of client accounts.
• Ensure comprehensive onboarding for new accounts and relationships, providing ongoing support and financial guidance.

Relationship Management and Growth:
• Develop, manage, and deepen customer relationships through regular personal interactions, recognizing key life events, and offering tailored financial solutions.
• Utilize various communication channels, including direct meetings, personalized mail, and digital platforms, to maintain continuous engagement with clients.
• Gain extensive knowledge of bank products, services, and other departments to effectively refer clients and ensure a seamless service experience.

Additional Responsibilities:
• Actively participate in and contribute to bank events and initiatives.
• Continuously enhance professional expertise through targeted educational opportunities in customer service and deposit growth.
• Engage in community activities representing the bank's commitment to corporate citizenship and community reinvestment.
• Perform other duties as assigned.

• Bachelor’s degree or previous banking experience is preferred.
• Availability for flexible working hours, including occasional evenings and weekends to accommodate client availability.

This job description in no way constitutes a contract of employment, nor should it be considered all-inclusive. Management has the right to alter duties based on current banking situations and/or projects the require special assistance. The position may be responsible for performing other duties as assigned. This company practices equal employment opportunity. We do not discriminate in hiring or employment on the basis of race, color, religion, sex, national origin, age, gender bias, gender identity, disability, or status as a disabled or Vietnam era veteran.

Kim Hazelett

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