Relationship Banker I
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Overview
Job Description
Position Summary:
The Relationship Banker I is responsible for delivering exceptional client experience while supporting the operational soundness of the branch. This role combines frontline client service with strict adherence to bank security, compliance, and operational standards. Often, the Relationship Banker I serves as the first point of contact for clients, ensuring every interaction reflects Coastal States Bank's core values: Character, Commitment, Service, Trust, and Community.
Position Focus Areas:
Client Experience & Service Excellence
Uphold CSB Consistent Client Service Standards e.g., greet and acknowledge every client timely both walk-in and telephone; communicate clear expectations; offer refreshments and ensure the coffee bar is clean and stocked.
Provide knowledgeable support across all CSB products and services, including Online Banking, Mobile Deposit, Zelle, Digital Wallet, and Card Hub.
Answer all incoming calls by the third ring and provide timely follow-up on unresolved issues.
Assist clients with opening, maintaining, and closing accounts (DDA, Savings, Money Market, Safe Deposit Boxes).
Issue, activate, and support debit cards (in-branch printing or ordered by mail); educate clients on digital card management.
Process address changes across applicable systems and coordinate with support teams for special account types (IRA, loan).
Process Stop payments.
Place check orders for both Consumer and Business Accounts
Teller & Transaction Processing
Perform daily teller functions: deposits, withdrawals, loan payments, Cashier's checks, internal transfers, foreign currency exchange, and savings bond redemptions.
Maintain and balance cash drawer within established limits; promptly resolve outages.
Process night drop and mail deposits in compliance with procedures.
Ensure compliance with all KYC and BSA guidelines, including proper ID verification.
Work within approved limits for check cashing, counter checks, and client/non-client transactions.
Process Reg CC Holds on deposits as needed.
Balance and replenish ATM; order cash and prepare shipments.
Input Wire Transfers when requested by clients, following both in person and exception wire procedures.
Security, Compliance & Operational Excellence
Follow opening/closing branch procedures as outlined in the Branch Security Manual and Playbook.
Adhere to all security guidelines: secure keys, lock workstations, protect client information, and uphold privacy policies.
Maintain dual control for vault access, night drop/mail deposits, and other restricted functions.
Complete CTRs on the same day of qualifying transactions; assist with Verafin callbacks by designated deadlines.
Pull and review daily branch reports, including teller reconciliation, CTR logs, Lockbox and TCR Logs (if applicable).
Participate in monthly, semi-annual, and annual audits (teller drawer, vault, debit card, safe deposit, bait money, security).
Maintain 98%+ operational accuracy rating.
Complete all assigned compliance and security training on time.
Team & Community Engagement
Actively participate in monthly BSA/Retail calls, branch meetings, and team huddles.
Support branch and bank initiatives, contributing to a collaborative and service-oriented culture.
Uphold and model CSB's commitment to community involvement.
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