Senior Relationship Banker

Itasca Bank & Trust Co. is an independently owned, local community bank with locations in Itasca and Roselle. Itasca Bank values its staff. Our most important assets are the people – customers and employees. For over 75 years the Bank has been a responsible citizen and community leader because it respects the values of its past when making decisions that shape its future. Without a dedicated and responsible staff, we can’t serve customer needs and remain a responsible corporate citizen. Itasca Bank has been voted Best of the Best/Top Pick by the Daily Herald Readers since 2016, which reflects our dedication to quality service, high standards, and responsiveness to customers and employees alike. Itasca Bank is a responsible employer dedicated to the health and safety of employees and works to maintain diversity in both its workforce and the vendors it uses. We encourage our employees’ participation in community and civic activities which lead to better communities, and a positive workplace environment where a work/life balance is encouraged.

Essential Functions

All job functions from Relationship Banker I & II 

Will support online Chat customers. Will assist customers with online banking including but not limited to inquiries, requests, escalated issues, and fraud resolutions.   

Will support the Call Center based on scheduling needs. Will assist customers with account inquiries and balancing, fraud and transaction disputes, debit card transactions and look up request.     

Will support commercial business customers with their Treasury Management needs from providing product details, completing necessary forms to onboard. 

Build lasting relationships with customers, discovering their financial needs and personalizing product and service recommendations.

Cross-sell other Bank products and services. 

Provides support for the department as the subject matter expert. Will support other bankers and departments with product and procedural inquiries.  Will also assist the department with escalated customer service situations.  

Will support Customer Service Manager with special designated projects, procedural reviews, technical support and new employee training and coaching. 

Competencies

Effective communication

Listening Skills

Work confidentially.

Attention to detail.

Sales Skills

Supervisory Responsibility

None

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones.

Physical Demands

Must be able to lift up to 15 pounds at times.

May need to stand for long periods of time.

Position Type/Expected Hours of Work

This is a full-time position.  Days and hours of work are Monday through Friday, 7:45 a.m. to 5:15 p.m., Saturday 7:45 a.m. to 1:15 p.m.

Travel

This position requires routine local area travel to other branches occasionally.   This role rarely travels out of the area overnight.

Required Education and Experience

5 years personal banking experience required. 

5 year of customer service experience required.

High School education or GED

Strong communication and interpersonal skills

Strong knowledge of banking core & support applications

Strong cross-selling experience

Effective written and verbal communication skills

Demonstrated problem solving and conflict resolution skills.

Preferred Education and Experience

None

AAP/EEO Statement 

Itasca Bank & Trust Co. is an Equal Opportunity and Affirmative Action employer Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.