- Relationship Banking
- RETAI001414
- Promotes, counsels, and cross-sells all types of bank services to new and existing customers (checking, savings, CDs, IRAs) to meet their needs and the banks growth objectives.
- Completes application process and other required paperwork for new accounts.
- Provides positive customer satisfaction by assisting with account questions and resolving issues.
- Completes Safe Deposit Box functions and maintains safekeeping records.
- Opens new consumer and business accounts.
- Effectively handles customer inquiries by phone or in person, resolving questions, complaints and conducts account research.
- Sells, renews and redeems certificates.
- Provides additional services as needed, such as, but not limited to, IRAs opening and maintaining; ordering ATM and Debit cards; record maintenance; overdraft protection; check and supply ordering; notary service and card products.
- Promotes and sells various loan products by interviewing customers to determine their needs.
- Collects past due loans under assigned responsibility code as necessary, to minimize loan loss.
- Sunrise 10X Values
- Adaptability
- Communication
- Compliance
- Dependability & Flexibility
- Initiative
- Integrity
- Judgement
- Organizational Skills
- Productivity
- Professionalism
- Quality Service
- Teamwork
- Technical /PC Skills
- Work Quality
- High school degree or GED Required
- College degree in business related field preferred.
- Two (2) years customer service experience required.
- Experience in the financial industry preferred.
- RB2 requires Two (2) years Relationship Banker experience.
- Solid skill set in the use of Microsoft Word, PowerPoint, and Outlook.
- A comprehensive service & sales skill set required.
- A comprehensive skill set in Fiserv application preferred.
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retail/personal banker - Minneapolis, United States - Sunrise Banks
Description
RETAIL/PERSONAL BANKER (RELATIONSHIP BANKER) - BLAISDELL BRANCH
Job Category*:
Requisition Number*:
Job Details
Description
POSITION SUMMARY
This position promotes and cross-sells bank products and services to new and existing customers; providing superior customer service by effectively explaining and cross selling all types of bank services to new and existing customers to meet their needs and the banks growth objectives.
We have an opportunity at our Blaisdell branch in Minneapolis. Spanish speaking preferred.ESSENTIAL FUNCTIONS
SUPERVISORY RESPONSIBILITIES
None
COMPETENCIES
EDUCATION & EXPERIENCE
Qualifications
Skills
Behaviors
:
Motivations
:
Education
Experience
Licenses & Certifications
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information.
41 CFR c)#J-18808-Ljbffr
