What are the responsibilities and job description for the RELATIONSHIP BANKER position at United Midwest Savings Bank?
About UMWSB:
We are not your typical bank, and we like it that way. Our four business pillars, SBA Lending, Consumer Lending, Mortgage Lending, and Deposit Banking allow us to attract unique candidates of all experience levels to join our growing team.
What We Stand For
Our products, services, and expertise have the feel of a small community bank, but the reach of a national brand. We at United Midwest Savings Bank are proud of the responsible, ethical manner in which our company has operated since its opening. We realize our success is a direct result of meeting our customer's needs and we continue to operate with your interests as our guide.
Employment Type: Full-Time, Non-Exempt
Location: Reed Road Branch
Reports to: Branch Manager
Position Summary:
The Relationship Banker serves as the face of the bank, providing exceptional customer service while building lasting relationships with clients. This role is responsible for assisting customers with their banking needs, offering financial solutions, and promoting bank products and services to help clients achieve their financial goals.
Responsibilities:
- Client Relationship Management: Develop, maintain, and strengthen relationships with both existing and new customers to ensure loyalty and satisfaction.
- Product and Service Consultation: Advise customers on available bank products and other financial services, explaining them clearly and concisely.
- Account Management: Assist customers with opening new accounts, managing existing ones, and completing day-to-day banking transactions.
Education and Experience:
College degree in business or finance, or related field; and 3-5 years of banking experience and/or training; or equivalent combination of education and experience.
Required Skills/Abilities:
- Excellent verbal and written communication skills; must be able to effectively communicate with bank personnel of all levels and bank clients.
- Strong customer service skills and the ability to build relationships.
- Previous experience with all aspects of CDs and IRAs.
- Prior experience in outbound sales or customer engagement via phone.
- Strong Knowledge of Fiserv programs: Cleartouch, Client Central, and Source Capture; Also, strong knowledge of CSW and FIS Penley.
- Excellent time management skills with the ability to work independently and establish priorities.
- Ability to multi-task, prioritize and manage time effectively.
- Basic Office Machine Operation Skills, Printers, Scanners, Copiers, Fax, postage machine, etc.
Benefits:
- Paid Time Off (PTO)
- Medical / Dental / Vision
- 401K
- Paid Family Leave
United Midwest Savings Bank is an Equal Opportunity Employer.