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Field & Main Bank · 5 hours ago

Relationship Banker II

Lexington, Kentucky

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Field & Main Bank is seeking a Relationship Banker II to provide basic cash receipt and payment services to customers. The role involves developing new business relationships, maintaining existing ones, and ensuring customer satisfaction through knowledgeable service and accurate transactions.

FinanceFinancial ServicesInsuranceVenture Capital

Responsibilities

Performs all teller functions as a Relationship Banker I

Prioritizes and makes on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud

Answers basic customer inquiries regarding interest rates, service charges, and account histories, while complying with disclosure requirements, regulations, and consumer privacy policies

Knowledgeable in products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to refer customers to the proper department for issues that cannot be resolved in retail

Identifies and attempts to correct any discrepancies found in customer information files (CIF)

Assists in opening and closing of vault and night depository

Balances cash drawer daily

Balances TCR daily

Researches any outages and reports any unresolved discrepancies to supervisor

Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act

Opens and closes the bank by following established security procedures

Proficient in the bank's software used to print instant issue debit cards

Interacts with consumers using the chat feature, answering questions and providing solutions in a professional manner

Provides a complete range of customer service functions, including opening new accounts; checking, savings, and certificate of deposits

Explains available products and services and collect customer information to satisfy the Customer Information Program (CIP)

Proactively prospects for new business. Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists

Participates in sales, service, and product training meetings

Proficient with vault responsibilities for the banking center

Follows policies and procedures related to retail areas

Lives and represents the Field & Main culture and brand

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Other duties as assigned

Qualification

Cash handlingBanking experienceFinancial products knowledgeComputer proficiencySales skillsAdherence to policiesCommunication skillsInterpersonal skillsTime management