at Equity Bank in Topeka, Kansas, United States
Job Description
Responsibilities and Expectations Key Responsibilities Build Client Relationships- Conduct professional client conversations that build and sustain trust and credibility
- Discover key life events happening with clients to ensure bank products and services are meeting financial needs
- Recommend and provide accounts, loans, and services that match clients’ financial needs
- Promote bank products and services within and outside the bank
- Proactively make referrals to bank partners that result in additional revenue to the bank
- Demonstrate operational soundness to minimize risk exposure or loss and maintain quality production
- Adhere to operating procedures and protocols
- Demonstrate excellent customer service skills
- Behave in a manner to create a welcoming, engaging, professional environment for clients to experience
- Proactively resolve client issues in absence of or as directed by Bank Manager
- Respond to routine client inquiries and requests
- Perform teller duties as needed and process client transactions
- Approve transactions for other employees within your assigned authority limit
- Assist with bank opening and/or closing as directed
- Understand and follow applicable laws and regulations for your job responsibilities, including but not limited to Equity Bank Business Ethics and Conduct policy, Bank Secrecy Act, Anti-Money Laundering, Information Security, Suspicious Activity Reporting requirements, policies, and procedures
- Follow deposit account opening procedures and internal suspicious activity referral requirements and processes, as appropriate for this position
- Actively work with clients to understand each client’s normal account activity, as appropriate for this position
- Complete periodic compliance training
