Relationship Banker (Part-Time; Metairie Rd. Branch)
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JOB SUMMARY

The Relationship Banker (RB) is the “face of FBT” with branch-based customers. The Relationship Banker position is an all-encompassing role that requires the associate to deliver sales, service, and transactions to all customers (which may also include supervisory responsibilities). RB creates a positive customer relationship by effectively communicating a clear understanding of the benefits of FBT’s products and services. The RB will engage in sales and service activities and contributes directly to the success of the branch by recognizing and uncovering opportunities. The time spent performing sales, service or supervisory tasks will be determined by the level and the needs of the branch which may vary.

ESSENTIAL FUNCTIONS:

  • Accurately processing customer transactions, balancing, and safeguarding against fraud 
  • Understanding basic knowledge of deposit and lending products & services 
  • Branch vault on a rotation basis, maintaining effective controls, places orders and processes shipments in a timely manner under dual control,     assuring cash drawers are within cash limits
  • Responsible for basic deposit account openings, basic lending and maintenance requests
  • Able to identify correct product types through needs-based questioning allowing them to build and deepen customer relationships
  • Confidently drive sales through service and knowledge allowing them to achieve personal and team goals asset 
  • Adherence to all operational, regulatory and security requirements, directives, and procedures while minimizing losses.
  • Adhere to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
  • Adherence to the branch's internal policies and procedures 
  • Demonstrates and models First Bank & Trust’s core values that support the bank’s culture

Additional job functions by RB level:
Relationship Banker I

  • Authority to sign official items up to $10,000 or as approved by Senior Management

Relationship Banker II

  • Authority to sign official items up to $50,000 or as approved by Senior Management
  • May decision overdrafts
  • Accept and process loan applications in adherence to policy/regulations
  • Perform Wire transfers up to $100,000 or as approved by Senior Manager

Relationship Banker III

  • Authority to sign official items up to $250,000 or as approved by Senior Management
  • May decision overdrafts
  • Accept and process loan applications in adherence to policy/regulations
  • Perform Wire transfers up to $250,000 or as approved by Senior Manager
  • Responsible for daily operations of the branch to include; assuring policy, procedures, security measures, branch balancing, oversight of branch vault and teller drawers, teller work and  scanning is complete and accurate
  • Responsible for the recordkeeping as required under the Operations Procedures and audits performed as needed, monthly and/or quarterly
  • Responsible for the oversight of all account documentation to include deposit documents, NAICS codes, CDD is complete and documented in a timely manner
  • Confers daily with Branch Manager or designate on operational matters to include any backlog of outstanding new account documentation, losses to the bank, out of balance conditions, and any person or operational items that need to be addressed
  • As a part of the Management Team, may assist the manager in coaching, disciplinary action, appraisal review, employee cross-training and development of branch employees

Relationship Banker IV

  • Assigns work to and reviews the job performance of Branch personnel.  Makes authoritative recommendations on the hiring, promotion, discipline or discharge of Branch personnel in concurrence with Branch Manager.  
  • Conducts regular meeting to keep staff lines of communication open and resolves problems.
  • Maintains a high level of knowledge and procedural expertise in various deposit programs to assist other Bank staff with technical problems and makes recommendations.
  • Demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure a high level of professionalism and promotes team spirit throughout the Bank.
  • Handles overdraft issues for assigned customers.
  • Signing and Wire Authority equal to or in excess of Relationship Banker III as approved by Senior Management. 
  • Good organizational and time-management skills and the ability to see a project through to completion with minimal supervision.
  • Thorough knowledge of customer service/teller operations to coordinate the daily functioning of the Branch.
  • May act independently, within the limits of Bank policy and the guidelines set by the Branch Coordinator, in carrying out all assigned responsibilities and duties.

REQUIRED EDUCATION, EXPERIENCE, AND SKILLS:

 Relationship Banker I  - 1-year previous cash handling and/or customer service
 Relationship Banker II - Two previous years RB or equivalent experience
 Relationship Banker III - Three years previous RB or equivalent experience
 Relationship Banker IV- Five years previous RB or equivalent experience
And
 High School education/equivalent or higher
 Cash handling, sales, and customer service background
 Energy, Drive, Ambition
 Learns From Mistakes
 Putting People at Ease
 Getting Information, Making Sense of It; Problem Identification
 Knowledge: Trade and Business
 Maintains Clear Communication with Customer
 Thorough knowledge of bank products and services
 Excellent customer service skills;
 Excellent communication both written and verbal
 Professional appearance and manner

Physical Demands- While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms and talk and hear.  The employee is occasionally required to climb or balance and stoop, kneel, crouch or crawl.  The employee must regularly lift and/or move up to 5 pounds.  The employee occasionally lifts and/or moves up to 20 pounds.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment- The work environment of Relationship Banker may be at a desk or behind a Teller line in plain view for immediate customer service.  The environment can get noisy during paydays and holidays.  All areas are air-conditioned and heated.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

FIRST BANK & TRUST is an EEO employer - M/F/Vets/Disabled
 
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