Sr. Relationship Banker

Company Description

United Bank & Trust is a full-service community bank with two locations serving Marshalltown and surrounding communities.

Role Description

This is a full-time, on-site role for a Sr. Relationship Banker located in Marshalltown, IA. The Relationship Banker will be responsible for building and maintaining customer relationships, providing financial services, and assisting clients with a variety of financial needs. This includes managing accounts and delivering exceptional customer service. The Relationship Banker will ensure compliance with bank policies and procedures while meeting performance standards and contributing to team success.

Key Job Responsibilities

• Greet customers and answer phones, directing customers to the appropriate employee for assistance.
• Engage in business development efforts through effective, proactive calling on prospects and existing customers.
• Assist customers with processing teller transactions (deposits, withdrawals, transfers, etc.), while developing re relationships through consistent delivery of customer service.
• Assist customers with the selection and opening of personal deposit accounts (savings, checking, IRA and HSA), specialty accounts (Estate, Conservatorship, Rep Payee, etc), business deposit accounts, personal and business digital banking services, safe deposit boxes, and credit cards.

• Provide ongoing product and service support to customers by assisting with routine requests, account maintenance requests, questions, and concerns.
• Conduct day-to-day operational and administrative duties related to customer account maintenance.
• Assure confidentiality of customer information and adhere to all operational, security, risk and regulatory policies and procedures.
• Build strong relationships with employees, existing customers, and centers of influence to facilitate referral opportunities.
• Network, develop partnerships, and actively participate in community organizations and activities to enhance the image of the organization.
•  Cultivate a culture that supports our core values of Excellence, Integrity, Ownership, and Community.

Requirements:

Education & Experience

·        High School diploma or equivalent required

·        Associate’s degree or higher-level education preferred.

·        Previous cash handling and customer service required, preferably in a banking environment.

Knowledge, Skills & Abilities

·        Intermediate to advanced knowledge of Microsoft Windows Operating System and Office applications.

·        Intermediate to advanced technology skills with the ability to quickly navigate applications and other digital services.

·        Effective time management skills.

·        Well organized, accurate and detail oriented.

·        Ability to work under pressure and multi-task.

·        Ability to work independently or in team environment.

·        Excellent customer service and interpersonal skills with the ability to resolve challenging customer situations.

·   Excellent verbal, non-verbal, and written communication skills.

United Bank & Trust is an Equal Opportunity Employer