Relationship Banker II

About the Organization

We are people serving people. Established in 1849, Ives Bank is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their accounts and manage their money anytime, on the go. We are committed to employing highly-motivated people who value customer care, professionalism, and team success.

EOE Statement

Ives Bank is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

Position

Relationship Banker II

Full-Time/Part-Time

Full-Time

Description

Job Title: Relationship Banker II

Department: Retail Banking

Location: Greater Danbury Area

The Relationship Banker ll performs a variety of customer service duties to provide service to the bank's customers in conformance with established bank policies and operating procedures. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team.

Key responsibilities include, compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying and fulfilling relationship deepening with products and services that will benefit customer accounts and efficiently fulfill customer all around needs. Serve as Associate Banker when needed. Assist in mentoring and developing Relationship Banker I and Associate Banker.

Branch & Personal Sales Performance Goals

Achieve personal & branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals

Open, cross sell, maintain existing accounts and products to new and existing customers

Provide quality customer service with every customer interaction; exceed service expectations. Greet every customer with a smile, use eye contact, and pleasant greeting

Begin to partner with branch management to prepare weekly and monthly branch meetings

Assist management team with sales coaching as needed

Works with management team to exceed branch goals

Branch Operations

Perform daily operational functions

Balancing a cash-box and vault as needed

Assist with surprise spot check audits, etc.

Follow security protocols with opening, closing, and daily observation

Open and process all necessary steps and documentation for account opening, online banking, mobile banking and other services

Review work from Relationship Banker I and Associate Banker for CIP and documentation accuracy

Take charge as needed in the absence of Manager or Relationship Banker III

Product Knowledge & Recommendations

Review current accounts and services to assist customers choose best fit for them

Use needs-based selling by asking open ended questions, listening to the customer, and offering products and services to fit their needs

Have a high level of understanding of business and lending products and services in addition to core

Shows knowledge of SBD online and mobile banking to assist customers with registration, login, bill pay, e-statements, mobile deposits and additional advanced settings

Refers customers to correct departments for assistance

Transaction Accuracy and Transaction Processing

Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions

Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required

Customer Relationships

Provides outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships

Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner

Consistently makes time to be friendly, get to know our customers and make every customer feel important

Position Requirements

Educational and experience requirements include:

High School Diploma or GED

Knowledge of banking customer service principles and processes

Ability to use mathematics to accurately compute routine transactions

Strong interpersonal skills including verbal communication and listening skills

Strong computer and electronic skills

Ability to use banking software

Strong critical thinking abilities

Relevant experience performing clerical activities

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Hours Per Week

None Specified

This position is currently accepting applications.