Universal Relationship Banker II

BankTalent HQ
Commensurate with Salary and Experience
United States, Michigan, Jackson
Feb 13, 2025
Description County National Bank (CNB) is an independent, locally owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking and provide outstanding client service and solid financial performance." We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities. CNB is looking for a qualified, motivated, and client- and team-focused individual to join our team as a Universal Relationship Banker II. This position will require traveling on a weekly basis Monday through Saturday, throughout our locations in Jackson, Michigan. JOB SUMMARY The Universal Relationship Banker (URBII) provides support at any of our Retail Branch Offices (as scheduled) with outstanding client service while performing a variety of savings, checking and credit account transactions, as well as opening new accounts. This position may also assist with various branch procedures, including ATM balancing, Vault balancing, etc. DUTIES Level I Welcomes all clients to the bank as they enter, escorts them to a work area to complete their transaction. Provides outstanding service to clients while meeting their needs for cashing checks, making deposits, withdrawals or loan payments, loan & cash advances, redeeming US Savings bonds, process cashier's checks and other routine requests. Provides clients with necessary information and troubleshoots client issues. Recognizes client cues and resources for appropriate products and services they currently may not be using. Assists clients with access to safety deposit boxes and address changes. Level II (Includes Level I Duties) Troubleshoots issues with debit cards, online banking, & account issues. Collects information for outgoing wire transfers. Balances and maintains ATM. Opens personal and business accounts for new and existing clients. Closes accounts (including IRAs & HSAs). Determines the need to place holds on checks being deposited and/or cashed, when applicable. Performs follow-up with clients. Assumes responsibility for account maintenance. Assists with handling collections items Performs cash vault duties, including balancing, wrapping or unwrapping coins. Assists in cash needs for co-workers and branch. Assists in the opening and closing duties and operations of a branch Assists with processing nightly deposits. General Duties Compiles and works toward the branch goals to achieve and/or exceed branch market growth potential. Promotes the bank as a relationship community building financial institution with focus on volunteerism and teamwork. Provides co-workers with positive attitude and support. Maintains and protects confidentiality of client information. Maintains regular, on-time attendance. Balances teller window on a daily basis and remains within teller balancing guidelines. Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, etc.) Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position. Performs other various duties as assigned. CONTACT WITH OTHERS - INTERNAL Communicates on a regular basis with supervisor, other tellers, relationship bankers, branch managers, and client service associates. Communicates frequently other bank associates. CONTACT WITH OTHERS - EXTERNAL Communicates on a regular basis with clients. Requirements SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or Previous banking/teller/new accounts experience a Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others. Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner. Positive and cooperative approach when working with others. Excellent written communication skills with demonstrated ability to write clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications. Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management. Ability to maintain confidentiality and handle sensitive information. Ability to efficiently and accurately keyboard information, both computer and calculator. Strong computer skills with a proficiency in MS Word, Excel and Knowledge of basic accounting principles. WORKING CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the work environment will include: Works in a normal office environment. Travel between branch locations, as needed. PHYSICAL REQUIREMENTS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to: Communicate effectively, both verbally and in writing. Keyboard information (computer and calculator). Identify U.S. and Foreign Currency. Count and handle currency and coin accurately. Travel to other Retail Office locations, as needed.