What are the responsibilities and job description for the Relationship Banker position at The Union Bank?
At The Union Bank, our Relationship Bankers do more than handle money; they establish and nurture relationships with our valued customers. The duties include but are not limited to:
- Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manner
- Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities
- Meet and exceed bank service standards, greeting and acknowledging each customer to make them feel welcome, while complying with bank procedures and security protocols
- Work with other Relationship Bankers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt, and supporting management as needed
- Handle transactions for customers, including check cashing, deposits, withdrawals, transfers, cashier’s checks, and opening and closing of accounts
- Identify customer needs, provide information on new products and services, and direct customers to branch representatives as needed
- Reconcile cash drawers at the end of your shift, count and package coins and currency, turn in any excess or damaged currency to head teller
- Track, record, report, and store transactional information and special requests
- Provide a high level of customer service, offering answers and assistance with a smile
- Other duties as assigned
Minimum Qualifications
- Typical skills needed in an office environment. These include computer skills, communication skills, as well as utilization of basic office equipment.
- Strong dedication to accuracy and efficiency
- Excellent communication, customer-service, and time-management skills
- Experience is not required - we will do on the job training
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Paid time off
- Vision insurance
Work Location: In person