FT Relationship Banker I or II, BT - Phoenix

FT Relationship Banker I or II, BT - Phoenix

Location

Phoenix, AZ

# of openings

1
Responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new accounts and maintaining existing deposit/loan relationships.
There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a“Best Place for Working Parents,”being afour-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the“Best Businesses Supporting Local Charity”by readers of the Business Record .
Job Summary:
The Relationship Banker (RB) is responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new accounts and maintaining existing deposit/loan relationships. This position facilitates customer awareness and education of the bank's services, including digital banking capabilities. The RB conducts teller transactions in an accurate and timely manner while maintaining essential controls and safeguards. This position also refers clients to business partners within the Bank. The RB must be able to work every other Saturday morning and be flexible regarding hours.
Primary Functions and/or Responsibilities:
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Provides personalized customer service, building relationships with clients and providing solutions to their financial needs while following the Customer Service Excellence Agreement and Sales Ethics Roadmap
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Opens new accounts (including IRA's and HSA's), processes deposits, withdrawals, transfers, loan payments, cashier's checks, foreign currency requests and other transactions accurately and timely
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Processes loan applications accurately and timely
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Identifies customer needs and provides information on products and services that meet those needs
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Cross-sells bank products and services that meet customers' needs
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Monitors customer activity for suspicious and fraudulent activity
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Refers customers to Bank business partners who are able to provide solutions for their financial needs
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Maintains essential controls and safeguards while opening and closing the branch
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Performs other duties as assigned
Education and/or Experience:
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Relationship Banker I
o

High school diploma or GED preferred
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Minimum of one year of banking experience in a customer contact position with emphasis on sales of products and services required
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Minimum one year of cash handling experience required
o

Previous lending experience preferred
o

Notary Public certification within 30 days is required
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Relationship Banker II
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High school diploma or GED preferred
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At least three years of retail banking experience in a customer contact position with emphasis on sales of products and services required
o

At least three years of underwriting/loan decision experience is required
o

Notary Public certification within 30 days is required
o

Signature Medallion within 90 days is required
Specific Skills, Knowledge & Abilities:
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Excellent communication skills (written and/or oral)
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Analytical and problem solving skills
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Strong organizational and planning skills
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Ability to multi-task
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Strong attention to detail
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Data entry - speed and accuracy
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Excellent listening and interpersonal skills
Hiring Salary Range
The hiring range below reflects

targeted

base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions.
·

Relationship Banker I

$20.75 - $24.50 (Annualized at 40 hours per week: $43,160 - $50,960)
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Relationship Banker II

$23.00 – 27.00 per hours (Annualized at 40 hours per week: $47,840 – 56,160.)
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Group Health, Dental, and Vision Insurance
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401(k) plan with lucrative company match
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Tuition assistance
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Company Paid Life Insurance
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Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
•

Team Member Banking - a suite of products and services with special benefits for employees
Hybrid Eligibility:

Position will be onsite but must have reliable transportation as this position may require to work at other Bankers Trust branches within the Phoenix Market.
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”

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