Relationship Banker 2

Texas City, TX - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Relationship Banker 2
Bullard TX

Our Mission: At UBank we are on a mission to revolutionize the Future of community banking. If you believe in meeting people where they are and helping them forge the life they want today then your Make It Happen energy may just be the right fit! So come join us as we build a bank together based on common sense consistency and efficiency!

RB2 Summary: First and foremost your responsibility is to be an advocate for the customer and an example of the UBank brand. Additionally we base our retail strategy on three things Legendary Service Lifelong Relationships and Operational Excellence. You will help customers with transactions as well as opening accounts which includes maintenance and inputting wires.

ABOUT UBANK

UBank is a community-oriented bankthat is building the future of relationship banking. We believe that people bank with people not a bank. That is why we are focused on creating an innovative banking experience that values knows and empowers its customers to live their ambitions and forge their dreams today. Since our founding in 1961 we have built a strong product set learned how to navigate the regulatory environment and established a dedicated team of employees who share our vision. After many years of steady growth 2019 ushered in a completely new chapter for the organization starting with a new management team and a comprehensive rebranding! As we transitioned from Huntington State Bank to UBank our vision for the future became even clearer as we were able to focus our ambitions on building banking made for you.

JOB DUTIES AND RESPONSIBILITIES:

Service

Warmly Greet (within 3 seconds of entry) and assist customers to understand their need and recommend relevant solutions.

Follow-up with customers promptly and when promised helping them navigate any service challenge and then share what you learned for the benefit of others.

Fully understand bank products and services

Take ownership over the physical appearance of your branch and workspace.

Have effective onboarding conversations that meet UBank standards.

Open consumer products for customers perform maintenance on existing accounts.

Utilize access manager to unlock online banking profiles.

Use client central to unlock debit card and clear fraud cases.

Lifelong Relationships

Engage in intentional conversation based of the three Ps: Personal Professional and Play.

Meeting customers where they are absent of judgment and shame.

Make needs-based recommendations empowering customers to thrive in their financial lives.

Learner Mindset vs. Knower Mindset.

Promptly Answer telephone (less than 3 rings) and address or escalate inquiries as needed.

Provide effective follow-up on new accounts open that includes 2x2x2 process. A thank you card within 2 days of opening and account a follow up call in 2 weeks to make sure customers have everything set up and working properly and a call in 2 months to follow up on additional needs.

Deliver on departments Key Performance Indicators

Operational Excellence

Balancing and accuracy while completing customer deposits withdrawals and transfers.

Monthly/quarterly rotating operational tasks

Accurately filling out tickets to ensure efficiency for customers both internal and external.

Master opening and closing procedures including dual control.

Shows eagerness and capacity to learn new methods procedures and techniques.

Demonstrate the ability to open accounts properly ensuring to gather all the appropriate CIP information.

Managing personal technical exceptions to follow retail standards.

All other tasks as assigned.

Provide overrides for other teammates based on established limits. (teller overrides cashiers checks)

Impute wires into wire exchange following the process and gain the appropriate approval and submit to the wire room (once certified)

COMPETENCIES:

Organizational Courage Faces difficult issues with optimism and confidence and supports others who do the same; stands up to tackle tough assignments and champions co-workers to do the same.
Digital Curiosity A fervent desire to discover a new way to do things in the digital world and empower customers to do the same adding value to their lives saving them time and money!
Customer Focus - Understanding who the external and internal customers are and what they value. Meeting and exceeding customerneedswhile cultivating relationships that secure commitment and trust.
Relationship Building - Investing in relationships to best achieve shared result.
Communication Savy The ability to alter communication base on the audience checking for understanding and effectively navigating the organization.

Relationship Banker 2Bullard TXOur Mission: At UBank we are on a mission to revolutionize the Future of community banking. If you believe in meeting people where they are and helping them forge the life they want today then your Make It Happen energy may just be the right fit! So come join us as we ...