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at First Security Bank in Missoula, Montana, United States

Relationship Banker

Entry-Level JobVerifiedNo experience needed

Career Insights for Personal Banker

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Based on Montana data

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What they do

A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.

$71,962 / year median in Montana

-2% projected decline

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Job Description

at First Security Bank in Missoula, Montana, United States Job Description About The Role As a Relationship Banker you will be the primary point of contact for our customers in the branch. Your role will support growth of the bank's market share through new account acquisition, deepening relationships through referrals and helping our clients to reach their full financial potential. You will assist clients with everyday cash handling transactions as well as engage with them as a relationship manager to recommend products and services that would fit their unique financial needs. As a Relationship Banker, you will have the ability to own the customer interaction from start to finish, allowing true personal connections to develop.
DUTIES AND RESPONSIBILITIES
: Receive and process customer financial transactions including deposits, withdrawals, loan payments, cashier's checks, money orders, and funds transfers. Maintain and balance cash drawer daily.

Open and close client accounts. Answer questions about bank products and services and make recommendations to clients to enrich their financial lives.

Provide exceptional customer service, modeling the FSB "Welcome" tenets.

Actively engage with corporate growth strategies, initiatives, and partners.

Ability to work at any of our 5 branch locations in Missoula, MT.Available to work Monday-Friday 7am-6pm, and Saturday 7am-2pm (once a month).Support Community Reinvestment Act ( CRA ) through business development efforts.
ESSENTIAL FUNCTIONS
: Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Maintain strict confidentiality of customer's personal and financial information.

Develop and improve skills through training programs and regular feedback discussions with supervisors which help further professional development. Participate in all training sessions and complete all assigned OnCourse training courses and achieve a passing score by due date.

Adhere to First Security Bank's core values; represent the bank in a professional manner which includes a professional image, confidentiality, positive 'can-do' attitude, good attendance, punctuality, flexibility, and adaptability in meeting internal and external customer needs.

Display excellent customer service with both internal and external clients. Embody First Security Bank's "Welcome" tenets
  • Warm
  • Demonstrate warmth; be genuine and approachable
  • Engage
  • Engage with teammates and cust To view full details and how to apply, please login or create a Job Seeker account

Benefits

  • Professional Development