What are the responsibilities and job description for the Relationship Banker I position at Opportunity Bank of Montana?
Essential Functions & Key Areas Of Responsibility
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.
Serve as Montana Notary Public responsible to verify authenticity of documents and act as impartial
witness in the signing of legal documents.
May participate in mentorship and training of new employees.
Demonstrate the ability to prospect and plan selling strategy internally and externally. Use sales and
business development skills necessary to develop and actively participate in a calling program.
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.
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.
Serve as Montana Notary Public responsible to verify authenticity of documents and act as impartial
witness in the signing of legal documents.
May participate in mentorship and training of new employees.
Demonstrate the ability to prospect and plan selling strategy internally and externally. Use sales and
business development skills necessary to develop and actively participate in a calling program.
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.