• Relationship Banking Lead

    Job Locations US-KS-Leawood
    Job ID
    2019-1328
    Job Type
    Regular Full-Time
    Category
    Personal Banking
    FLSA Status
    Non-Exempt
  • Overview

    The Relationship Banking Lead provides extraordinary service to the Bank’s clients as well as to internal clients. This position requires a high level of accuracy to comply with regulatory requirements and minimize risk.

    Responsibilities

    • Display corporate values of Character, Competence, Commitment and Connection.
    • Understand, support, and communicate corporate initiatives as well as the Bank’s Vision, Purpose, and Promises.
    • Perform personal banking transactions for clients, such as deposits, withdrawals and transfers.
    • Possess a clear understanding of features and benefits of the Bank’s products and services in order to open personal checking, savings, CD’s, IRA’s, and effectively cross-sell or make internal referrals as appropriate.    
    • Provide service to clients, which may include but is not limited to responding to rate inquiries, processing telephone transfers, opening and closing accounts for new and existing clients, placing stop payments, documenting address changes and other client service-related activities, research issues, and escalate issues if necessary.
    • Complete account maintenance for clients, such as address changes, debit cards, title changes, and research requests and make copies of checks or statements.
    • Travel to locations in the KC Metro area to fill in based upon staffing schedules.
    • Deliver services accurately and on time.
    • Accurate balancing of cash drawer and/or cash recycler.
    • Provide backup support to Relationship Banking Teams in the KC metro area
    • Maintain all Relationship Banking audits for the KC metro area (drawers, Safe Box, Vault, negotiable items, etc,) and ensure consistency of procedures in reporting.
    • Ensure all audits are submitted on time both monthly and quarterly.
    • Assist in offsite client presentations.
    • Verify, scan and link new account documents on imaging system.
    • Answer main phone as needed.
    • Meet or exceed all goals.
    • Communicate effectively with Manager, especially if issues or concerns arise with ability to meet deadlines or provide appropriate coverage.
    • Interact with internal and external clients while providing extraordinary service.
    • Develop and maintain trusted, positive relationships with employees, clients and vendors.
    • Represent the Bank and Relationship Banking team in a highly professional manner.
    • Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
    • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
    • Reliable and predictable attendance.

    Qualifications

    • Knowledge of personal and private banking deposit product and processes, as well as banking rules and regulations.
    • Prior experience in a similar role within retail banking services, preferably in a commercial bank.
    • Knowledge and experience with bank processing software.
    • Knowledge and experience with Operational Audits.
    • Demonstrated knowledge and experience with office automation equipment, including phones, computers and scanners as well as Microsoft Word, Excel and Outlook.
    • High School diploma or equivalent work experience.
    • CrossFirst Bank is proud to be an Equal Opportunity Employer.

       

      CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsoliciated and the property of CrossFirst Bank. We respectfully request no phone calls or emails.

     

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