Distinctly Different

Relationship Banker

United Bank & Trust

Job Title:  Relationship Banker

Employer: United Bank & Trust

Location: Marshalltown

United Bank & Trust is seeking a highly motivated, self- driven individual to join our staff! Must be a people person who enjoys working with customers and providing outstanding customer service. Primary responsibilities include assisting customers with teller transactions and opening and servicing of personal deposit accounts and related services. Responsible for generating new client relationships and expanding relationships with existing clients through proactive activities to enhance growth and profitability.

List of Job Duties:

  • Greet customers and answer phones, directing customers to the appropriate employee for assistance.
  • Engage in business development efforts through effective, proactive calling on prospects and existing customers.
  • Assist customers with processing teller transactions (deposits, withdrawals, transfers, etc.), while developing relationships through consistent delivery of customer service.
    • Balance drawer efficiently and accurately.
    • Answer or resolve customer inquiries and requests in-person, phone or through email.
    • Additional teller duties may include redemption of savings bonds, issuing cashiers check’s, servicing debit cards, balancing coin machine, etc.
  • Assist customers with the selection and opening of personal deposit accounts (savings and checking) digital banking services, safe deposit boxes, and credit cards.
    • Analyze customers’ needs by asking questions and listening for understanding to recommend and open the appropriate product or service to match customers’ needs.
    • Identify additional services that compliment and strengthen a customer’s relationship, including referring to other departments.
  • Maintain strong working knowledge of all retail products and services, including an understanding of compliance requirements.
  • Provide ongoing product and service support to customers by assisting with routine requests, account maintenance requests, questions, and concerns.
  • Conduct day-to-day operational and administrative duties related to customer account maintenance.

Required Experience and/or Knowledge, Skills and Abilities:

  • High School diploma or equivalent required
  • Associate’s degree or higher-level education preferred.
  • Previous cash handling and customer service required, preferably in a banking environment.

 

Apply at www.bankubt.com/about-us/careers/

Closing Date: 4/30/25

Additional Info

Job Type : Full-Time

Education Level : High School

Experience Level : Entry Level

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