Relationship Specialist

PURPOSE OF POSITION:

The Relationship Specialist ensures all customer service issues are resolved accurately and in a timely manner. The Relationship Specialist will be responsible for offering bank products and services to current customers and new customers through cross-selling and referrals. They will also be responsible for providing backup to opening and processing new account transactions, as well as assisting customers in their selection of various accounts and financial services to increase the use of banking services. The Relationship Specialist will be expected to promote business for the bank by maintaining good customer relations and referring customers to appropriate staff for new services.

QUALIFICATIONS:

• Associate’s degree (preferred) with 1-2 years of financial services experience; OR,
• High School Diploma/GED with 3-4 years of financial services experience; OR,
• Any equivalent combination of experience, training and/or education approved by Bank Management
• Bilingual (English/Spanish) preferred but not required

PRIMARY DUTIES:

• Receive deposits and loan payments, cash checks, and issue withdrawals, including night and mail-in deposits
• Issue cashier’s checks
• Submit change of address requests to Deposit Services
• Process stop payment requests
• Assist customers in closing deposit accounts and Visa debit cards
• Complete research for customers
• Answer customer’s questions in person or by telephone that are directed to the Relationship Specialists
• Process check orders
• Set up sweeps/overdraft protection for customers
• Order foreign currency for customers
• Order and reorder Visa debit cards
• Cash in savings bonds for customers
• Prepare currency transaction reports and cash log sheets
• Balance cash drawer daily; count, package, and maintain currency and coin in teller drawer while taking into consideration drawer limits; turn in excess currency and coin to the vault
• Process paper transactions accurately through the image capture machine; trouble shoot when transactions are out of balance; maintenance the image capture machine
• Assist customers with resetting internet banking passwords
• Maintain the cash vault by ordering and shipping currency and coin as needed while keeping vault balance at the designated balance; accurately make entries to the vault daily with dual control through integrated teller; count and package currency and coin in the vault with dual control
• Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
• Provide efficient and courteous customer service while cross-selling products and services to generate new business for the bank
• Provide backup for incoming calls to the bank and direct them to the appropriate staff
• Actively participate in customer, community, and public relation activities to increase the bank’s visibility and to enhance new business opportunities
• Comply with bank policies, operations, and security procedures
• Maintain customer confidence and protect the bank operations by keeping information confidential
• Perform other duties as assigned by supervisor

 ORGANIZATIONAL RELATIONSHIPS:

• Responsible to the Grand Island location’s President for the successful performance of assigned responsibilities. Also has key relationship with the bank’s Director of Deposits.
• Seeks assistance and advice from other bank personnel as needed, to ensure the successful performance of assigned responsibilities.

 METHODS OF ACCOUNTABILITY:

Through both oral and written reports to immediate and department supervisors.

 KNOWLEDGE, SKILLS, AND ABILITIES:

• Working knowledge of personal computer, including Microsoft Office products
• Ability to use general office machines
• Attentive to detail and accurate
• Self-motivated
• Critical and analytical thinking skills, along with problem-solving abilities
• Flexible, able to work under pressure, meet deadlines, and prioritize workflow
• Ability to work in a team environment
• Willingness to learn
• Ability to maintain a positive attitude
• Ability to communicate through both written and verbal skills
• Represent the attributes of a banker (enthusiastic, courtesy, teamwork, loyalty, accuracy, confidentiality, compassion, and welcoming)
• Ability to meet bonding requirements for employment purposes

 PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; talk; or hear.  The employee must regularly lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds.  Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

WORK ENVIRONMENT AND ENVIRONMENT CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.  No or very limited exposure to physical risk.