Relationship Banker I

The Relationship Banker l accurately records customer checks, deposits, and withdrawal transactions and provides outstanding service to the organization's customers. Correctly verifies customer information including names, dates, and account numbers to ensure safety of transactions. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team.

Key responsibilities include compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying products and services that will benefit customer relationships and efficiently fulfilling customer requests. Achieve individual referral goals and assist fellow employees with enthusiasm and motivation to reach overall branch goals. Demonstrate a clear understanding of the company’s mission statement and core values.

Key Responsibilities:

Transaction Accuracy

• Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions


• Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required


• Balances cash drawer daily for both the cash and transaction totals

Transaction Processing

• Efficiently and accurately records checks, deposits, withdrawals and other transactions into the computer systems


• Effectively addresses customer questions; successfully managing periods of heavy traffic at the branch


• Opens basic Checking and Savings accounts


• Conduct limited service (address change, research request, Debit card reissue)

Customer Relationships

• Creates a value-added experience that achieves high customer satisfaction and builds strong, long-term customer relationships


• Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner


• Consistently makes time to be friendly, get to know our customers and make every customer feel important

Educational and experience requirements include:

• High School Diploma or GED


• Knowledge of banking customer service principles and processes 


• Ability to use mathematics to accurately compute routine transactions 


• Strong interpersonal skills including verbal communication and listening skills 


• Strong computer and electronic skills 


• Ability to use banking software 


• Strong critical thinking abilities 


• Relevant experience performing clerical activities

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.