What are the responsibilities and job description for the Relationship Banker I position at Opportunity Bank of Montana?
Performs the following duties under general supervision
Develop customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs.
Responsible for opening new personal and business deposit accounts, identifying, and selling appropriate consumer loan solutions, responding to customer inquiries, resolving issues, and recognizing and referring cross sale opportunities.
Perform all Customer Service Teller functions and has a cash drawer as necessary, maintaining proper cash and authority limits while balancing as required.
Responsible for all maintenance on customer account and closing accounts.
Assist customers in challenging balancing situations; offer fresh start loans etc.
Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the Bank.
Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service.
May participate in mentorship and training of new employees.
Perform other related duties as assigned.
Opportunity Bank of Montana is an equal opportunity employer. It is the policy of Opportunity Bank to provide equal employment opportunity within the Bank and motivate cooperation toward the goal of hiring and promoting available qualified personnel without regard to their race, gender, color, national origin, sex, age, religion, disability, veteran status, marital status, sexual orientation, or any other legally protected status.
Develop customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs.
Responsible for opening new personal and business deposit accounts, identifying, and selling appropriate consumer loan solutions, responding to customer inquiries, resolving issues, and recognizing and referring cross sale opportunities.
Perform all Customer Service Teller functions and has a cash drawer as necessary, maintaining proper cash and authority limits while balancing as required.
Responsible for all maintenance on customer account and closing accounts.
Assist customers in challenging balancing situations; offer fresh start loans etc.
Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the Bank.
Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service.
May participate in mentorship and training of new employees.
Perform other related duties as assigned.
Opportunity Bank of Montana is an equal opportunity employer. It is the policy of Opportunity Bank to provide equal employment opportunity within the Bank and motivate cooperation toward the goal of hiring and promoting available qualified personnel without regard to their race, gender, color, national origin, sex, age, religion, disability, veteran status, marital status, sexual orientation, or any other legally protected status.
