Relationship Banker I

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.