JOB SUMMARY A

Universal Relationship Banker III position is responsible for providing an outstanding client experience as the first point of contact for our clients. Universal Relationship Banker III is responsible for handling a variety of complex financial transactions with accuracy and efficiency including opening new accounts, closing accounts and maintenance of current accounts. Universal Relationship Banker III's primary position will be to traveling throughout our Hillsdale, Lenawee, and Jackson County to support our branches as needed.

KEY RESPONSIBILITIES

Provide excellent client experience while opening personal and business accounts for new or existing clients. Maintain a working knowledge of Bank products and services in order to better assist clients and refer them to other areas of the Bank as appropriate. Assists clients by troubleshooting issues with debit cards, online banking, and other account inquiries. Respond to client inquiries which may include outgoing wire transfers, account changes, closing accounts including IRAs and HSAs. Follows up with clients as necessary and performs file maintenance. Respects and maintains strict confidentiality of all information acquired while performing job tasks. Verify client identity to ensure compliance with bank policy and procedure. Assists in the opening and closing duties and operations of the branch. Maintains regular, on-time attendance. Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position. Performs other various duties as assigned.

QUALIFICATIONS

Required:

High School Diploma or equivalent Valid Driver's License and clean driving record

Preferred:

Previous experience as a Relationship Banker II/III or commensurate banking experience SKILLS Passion for exceeding client expectations Excellent interpersonal skills with a cooperative approach to working with others Ability to communicate clearly and professionally both verbally and in writing Ability to work in a fast-paced environment and positively adapt to routine changes Professional, friendly, and calm demeanor Ability to explain banking products and procedures clearly High attention to detail with the ability to process transactions accurately and efficiently Basic math aptitude with the ability to handle cash and balance Adherence to all procedures including security and confidentiality standards Proficient with computers and ability to lean proprietary software Work Environment This position is an on-site position located in our Main Office, in Hillsdale, MI. May require occasional travel to other branch locations, as needed. 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