Relationship Banker

Itasca Bank & Trust Co. is an independently owned, local community bank with locations in Itasca and Roselle. Itasca Bank values its staff. Our most important assets are the people – customers and employees. For over 75 years the Bank has been a responsible citizen and community leader because it respects the values of its past when making decisions that shape its future. Without a dedicated and responsible staff, we can’t serve customer needs and remain a responsible corporate citizen. Itasca Bank has been voted Best of the Best/Top Pick by the Daily Herald Readers since 2016, which reflects our dedication to quality service, high standards, and responsiveness to customers and employees alike. Itasca Bank is a responsible employer dedicated to the health and safety of employees and works to maintain diversity in both its workforce and the vendors it uses. We encourage our employees’ participation in community and civic activities which lead to better communities, and a positive workplace environment where a work/life balance is encouraged. 

Essential Functions 

Listen effectively to customers’ requests and promptly take the necessary action to assist them managing their accounts and offering products and services. 

Exhibits strong customer service skills, presenting products and services while proactively educating clients on utilizing banking applications. 

Balances speed and accuracy when processing customer requests while utilizing the internal banking network.

Assist customers in opening, managing, and optimizing their bank accounts and products.

Actively cross-sells the Bank’s products and services.

Takes the initiative to follow-up, escalate, or seek additional resources to ensure customer satisfaction in a timely manner.

Recognizes potential fraud and other risks.

Supports online Chat customers with inquiries, requests, escalated issues, and fraud resolutions.

Assist with bank sponsored events.

Assist customers with access and servicing of their safe deposit box.

Adapts to concepts and procedures and notifies management when additional training is needed on product and service knowledge.

Accepts coaching, implements feedback from reviews to improve job performance. 

Supervisory Responsibility 

None 

Work Environment 

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones. 

Physical Demands 

Must be able to lift up to 15 pounds at times.

May need to stand for long periods of time. 

Position Type/Expected Hours of Work 

This is a full-time non-exempt position.  Days and hours of work are Monday through Friday, 7:45 a.m. to 5:15 p.m., Saturday 8:00 a.m. to 1:15 p.m. 

Travel 

This position may require travel to other branches.  This role does not require off-site travel. 

Required Education and Experience 

Minimum of 1 year of banking experience. 

Minimum of 3 years of customer service experience.

High School education or GED.

Ability to work independently and work collaboratively with a team to achieve goals.

Ability to communicate effectively and professionally with all levels of the organization.

Strong cross-selling experience.

Excellent time management skills.

Proficient in Microsoft Office (Excel, Word, Outlook).

Models positive and supportive behavior.

Ability to work a flexible schedule including evening and weekends.

Effective written and verbal communication skills.

Preferred Education and Experience 

None 

AAP/EEO Statement  

Itasca Bank & Trust Co. is an Equal Opportunity and Affirmative Action employer Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. 

Other Duties 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.