Relationship Banker Reserve

    • Job Tracking ID: 512371-653024
    • Job Location: Ann Arbor, MI
    • Job Level: Mid Career (2+ years)
    • Level of Education: High School/GED
    • Job Type: Full-Time/Regular
    • Date Updated: November 30, 2018
    • Years of Experience: Up to 2 Years
    • Starting Date: ASAP
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Job Description:

Summary of Duties: A Travel Relationship Banker covers for all of our 5 Ann Arbor locations. Responsible for building long-term relationships with new and existing clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the client to an internal financial partner. Manage relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis. Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. This role will be performed at intermittently at our seven locations as needed.


Essential Functions:


  1. Develops a full customer banking relationship by consulting with new and existing bank customers to review and expand their banking relationship using all applicable bank products and services; serves as a primary contact for customers for all of their banking needs.
  2. Provides superior customer service by welcoming clients in a warm, friendly manner, and assisting them with their specific banking products and service’s needs.
  3. Opens and processes new demand and time deposit accounts which include: personal and business checking accounts, passbook savings accounts, IRA’s, Certificates of Deposit and money market accounts.
  4. Orders checks using online system and issues ATM and VISA check cards according to procedure.
  5. Will be responsible for processing their own customer transactions (deposits, check cashing, etc.) and may serve as a back up to the teller staff: adheres to all transaction processing requirements and policies when serving in this capacity.
  6. Assumes additional responsibilities as required.

Experience and Skills:

Position Requirements:


  1. Three years previous experience as a new accounts representative or other relevant banking position.
  2. Sales orientation. Possesses the ability and desire to anticipate customers&rsquo: needs to offer and sell the appropriate banking products to customers.
  3. Proficient computer skills, which includes the ability to use a keyboard, ten-key pad and basic capability to access information contained within bank wide systems.
  4. Excellent customer service and communication skills, with the ability to interact with a variety of bank clients.
  5. Bachelor’s degree or equivalent combination of education and experience.