Posted 2d ago

Relationship Banker

@ Legacy Bank and Trust
Tulsa, Oklahoma, United States
OnsiteFull Time
Responsibilities:lead teller, open accounts, deepens relationships
Requirements Summary:Two or more years of banking and/or sales experience; high school diploma or equivalent; cash handling; customer service; proficient with MS Word, Excel, and Outlook.
Technical Tools Mentioned:Microsoft Word, Microsoft Excel, Outlook
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Job Description

Summary:  Full-Time Monday-Friday, available some Saturdays

 

Essential Job Functions

-Demonstrate Legacy Bank and Trust corporate values in all situations and interactions.

-Serve daily as lead teller performing basic and complex transactions. (Cash handling, balancing of drawers, vaults, coin machine, etc.)

-Open/close depository accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance.

-Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products.

-Assist in training and coaching branch retail staff on all retail functions.

-Possess knowledge of all banking products, including other lines of business within the bank. Stay current on new products, pricing, and cross-sell opportunities within retail and other departments of the bank.

-Serve as backup to branch management in leading and coaching branch retail team. 

-Complete all required training as well as ABA assigned courses.

-Accept and process consumer loan applications, meet with loan customers, and act as a liaison between loan customers and loan officers as needed.

-Consistently provide exceptional customer service and appropriately manage customer complaints. 

-Comply with bank policy, laws, and regulations.

-All other duties as assigned.

 

Knowledge, Skills, Abilities, Competencies

-Strong cultural values

-Excellent verbal skills and customer service delivery

-The ability to handle multiple functions at the same time

-Quick independent decision-making skills

-Cash handling skills

-Microsoft Word, Excel, and Outlook experience

 

Education and Experience

-High School Diploma or equivalent

-Two or more years of banking and/or sales experience

 

Physical Requirements

Onsite Position

-Seeing: Must be able to see well enough to see computer screen and read documents (75-100% of work time spent on activity).

-Hearing: Must be able to hear well enough to communicate with customers, vendors, and employees (75-100% of work time spent on activity).

-Sitting: Must be able to sit for long periods of time (50-74% of work time spent on activity).

-Standing/Walking: Must be able to move about office (75-100% of work time spent on activity).

-Climbing/Stooping/Kneeling: Must be able to stoop or kneel to pick up paper products or materials (25-49% of work time spent on activity).

-Lifting/Pulling/Pushing: Must be able to lift up to 10 pounds (0-24% of work time spent on activity).

-Grasping/Feeling: Must be able to write, type and use technical equipment (75-100% of work time spent on activity).

 

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

 

Benefits

-401(k)

-401(k) matching

-Dental insurance

-Flexible spending account

-Health insurance

-Life insurance

-Paid time off

-Vision insurance

 

Physical setting

-Office

 

Schedule

-Monday to Friday, available some Saturdays

 

The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified.  Also, they do not establish a contract for employment and are subject to change at the discretion of the employer.

 

Legacy Bank and Trust is an Equal Opportunity Employer.