Bankers Trust FT Pool Relationship Banker I in Des Moines, Iowa
FT Pool Relationship Banker I
Des Moines, IA
Ensures customer needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfill the customer’s immediate and future financial needs.
Ensures customer needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfill the customer’s immediate and future financial needs. Conducts teller and cash vault transactions in an accurate and timely manner. Responsible for cross-selling and servicing all bank products and services, including loans. Responsible for providing operational support and maintaining essential controls and safeguards. Accountable for delivering information and service that exceeds the client’s expectations with simplicity, guidance and proficiency.
Monitor and manage client portfolio to assess client’s needs by utilizing CRM
Open/close/maintain Consumer and Commercial accounts, including checking/savings/CDs/IRAs/Loans, and cross-sell additional bank products and services
Input Consumer Loan applications, concur with system recommendation, seek proper approval and follow through to closing/denial
Purchase and Sell Foreign Currency
Operate a cash drawer to process client transactions which includes deposits, withdrawals, check cashing, loan payments, US Savings Bond redemptions, monetary instrument sales and cash advances
Review and monitor overdraft decisions
Identify and refer clients to other areas: Investments, Mortgage, Trust, Merchant Services, Private Banking, Business Banking and Wealth Management
Complete various service requests which includes wire transfers, stop payments, holds, electronic payment disputes, maintenance, customer complaints, notarization, and check orders
Answer incoming calls, return phone calls, and greet customers promptly
Process and validate accuracy of coin and currency amounts related to incoming and outgoing shipments
Monitor and maintain branch cash supply
Process assigned reports and/or job duties in an accurate and timely manner
Complete compliance training as required
High School diploma or equivalent
One year banking experience in a customer contact position with emphasis on sales of products and services
Demonstrated proficiency in MS Word & Excel
Demonstrated sales skills
Strong verbal and written communication skills
Excellent customer contact skills
Organization, prioritization and time management skills
General banking knowledge
Basic computer knowledge
Ability to balance multiple tasks
Cash handling and math skills
Hours vary between 7:00 a.m. to 6:15 p.m. Monday – Friday and Every other Saturday from 7:00 a.m. to 12:45 p.m. Travel between branches required, including Ames.
New Incentive: A special pay differential of $1.75 per hour above the base pay will be paid for this position. Differential pay will be paid every pay period.
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”