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Universal Relationship Banker II

County National Bank
Jackson, MI Full Time
POSTED ON 2/13/2025 CLOSED ON 3/2/2025

What are the responsibilities and job description for the Universal Relationship Banker II position at County National Bank?

County National Bank (CNB) is an independent, locally owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking and provide outstanding client service and solid financial performance." 

 

We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.

 

CNB is looking for a qualified, motivated, and client- and team-focused individual to join our team as a Universal Relationship Banker II. This position will require traveling on a weekly basis Monday through Saturday, throughout our locations in Jackson, Michigan. 

 

JOB SUMMARY

The Universal Relationship Banker (URBII) provides support at any of our Retail Branch Offices (as scheduled) with outstanding client service while performing a variety of savings, checking and credit account transactions, as well as opening new accounts. This position may also assist with various branch procedures, including ATM balancing, Vault balancing, etc.

 

DUTIES

Level I

  • Welcomes all clients to the bank as they enter, escorts them to a work area to complete their transaction.
  • Provides outstanding service to clients while meeting their needs for cashing checks, making deposits, withdrawals or loan payments, loan & cash advances, redeeming US Savings bonds, process cashier’s checks and other routine requests.
  • Provides clients with necessary information and troubleshoots client issues.
  • Recognizes client cues and resources for appropriate products and services they currently may not be using.
  • Assists clients with access to safety deposit boxes and address changes.

 

Level II (Includes Level I Duties)

  • Troubleshoots issues with debit cards, online banking, & account issues.
  • Collects information for outgoing wire transfers.
  • Balances and maintains ATM.
  • Opens personal and business accounts for new and existing clients.
  • Closes accounts (including IRAs & HSAs).
  • Determines the need to place holds on checks being deposited and/or cashed, when applicable.
  • Performs follow-up with clients.
  • Assumes responsibility for account maintenance.
  • Assists with handling collections items
  • Performs cash vault duties, including balancing, wrapping or unwrapping coins.
  • Assists in cash needs for co-workers and branch.
  • Assists in the opening and closing duties and operations of a branch
  • Assists with processing nightly deposits.

 

General Duties

  • Compiles and works toward the branch goals to achieve and/or exceed branch market growth potential.
  • Promotes the bank as a relationship community building financial institution with focus on volunteerism and teamwork.
  • Provides co-workers with positive attitude and support.
  • Maintains and protects confidentiality of client information.
  • Maintains regular, on-time attendance.
  • Balances teller window on a daily basis and remains within teller balancing guidelines.
  • Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, etc.)
  • Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
  • Performs other various duties as assigned.

CONTACT WITH OTHERS – INTERNAL

  • Communicates on a regular basis with supervisor, other tellers, relationship bankers, branch managers, and client service associates.
  • Communicates frequently other bank associates.

CONTACT WITH OTHERS – EXTERNAL

  • Communicates on a regular basis with clients.

 

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