PT Relationship Banker I BT-Ankeny - (Iowa City, IA)

Ensures customer needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfill the customers immediate and future financial needs. Conducts teller and cash vault transactions in an accurate and timely manner. Responsible for cross-selling and servicing all bank products and services, including loans. Responsible for providing operational support and maintaining essential controls and safeguards. Accountable for delivering info and service that exceeds the clients expectations with simplicity, guidance and proficiency. CRITICAL RESPONSIBILITIES:* Monitors and manages client portfolio to assess client profitability by utilizing the Call Contact System.* Opens/closes/maintains Consumer and Commercial accounts which includes checking/savings/CDs/IRAs/ Sweeps and cross sells additional products/services which includes Home Certain Mortgage Insurance, Credit Life and Disability Insurance, Debit Cards