Relationship Specialist III

Relationship Specialist III - Position Description

Job Responsibilities:

The position of Relationship Specialist III is responsible for all essential duties related to the opening of a variety of new accounts for customers, including complicated relationships; Bank product subject matter expert; assists customers in their selection of various accounts and financial services including the ability to discuss more complex products and services with business customers; opening, maintaining and closing of all account types including advanced knowledge of all legal documentation associated with various account types; performing branch clerical duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position of Relationship Specialist III also is required to be fully knowledgeable and skilled in the areas of teller, vault, safe deposit, and basic branch operation functions.

The Relationship Specialist III supports and embraces the Bank’s Purpose, Vision & Values and is committed to striving to achieve a level of “Uncommon Service,” as defined in the Bank’s Purpose Statement, for both internal and external customers. The incumbent recognizes that supporting and demonstrating the Bank’s core values is an important part of performing his/her job responsibilities.

Valley Republic Bank offers a wide range of competitive employee benefits including:

Health and Insurance Benefits

• Medical/Dental/Vision
• Flexible Spending Accounts
• Short and Long Term Disability
• Employee Assistance Program
• Wellness Program

Financial Benefits

• 401(k) Plan with Employer Match
• Company wide Incentive Plan
• Tuition Assistance Program
• Banking Benefits
• Employee Referral Bonuses

Essential Duties:

• Demonstrates leadership qualities by modeling the Bank’s Purpose, Vision & Values in communication and actions, adapting to change, leading by example in mentoring & inspiring others, and encouraging innovation & strategic thinking with a long-term perspective.
• Provides advanced support to all assigned areas of branch operations where service or assistance is needed, including new accounts, teller, safe deposit, and other areas of basic branch operations.
• Assists consumer and business customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
• Effectively communicates product terms and benefits for consumer and business customers.
• Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation; assists customers in completing credit applications.
• Discusses, prepares, and processes documents related to the Bank’s electronic banking service.
• Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); conducts ChexSystems inquiries; accepts initial deposits; prepares all documents, DDM’s, and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.
• Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.
• Provides effective customer service by answering customer questions; advanced research and data analysis to resolve and corrects errors or other issues.
• Issues cashier’s checks.
• Performs safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports.
• Receives and processes stop payment and hold orders.
• Processes funds received from customer for deposits; determines funds availability and obtains receipt for customer.
• Processes wire transfers, address changes, check and deposit slip orders, and endorsement stamp orders.
• Records, files, updates information and sorts’ mail or reports as required.
• Answers telephones and directs callers to proper Bank personnel.
• Processes debit card applications, and card ordering.
• Processes statements, renewal notices and interest payments for IRA and certificates of deposit accounts.
• Aids with document imaging including scanning of customer information, new account documentation and uploading documents from a centralized location to the imaging system. May also be required to provide quality control.
• May assist in opening and closing the vault daily; assists in balancing vault currency and coin.
• Provides advanced mentorship and cross-trains less experienced branch personnel.
• Assists Operations Manager and/or Assistant Operations Supervisor as needed.
• Maintains files, copies, and faxes documents, and orders and distributes supplies.
• May be required to become a commissioned notary public.
• Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules, and regulations; adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
• Actively participates in all Lean training and value stream mapping along with demonstrating knowledge of the Five Key Lean Principles taught. Embraces and exhibits a lean thinking mindset and applies root cause problem-solving to make incremental improvement through waste reduction and streamlining of work. Continually looks for creative ways to improve workflow processes efficiently and effectively for scalability and sustainability while meeting customer needs.
• Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities.
• Completes administrative tasks correctly and on time; supports the Bank’s goals and values; and benefits the Bank through outside activities.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

Desired Skills & Experience:

The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.

• High school diploma or general education degree (GED); and four years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operation, sales, or customer service background. Educational experience, through in-house training sessions, formal school, or financial industry related curriculum, should be business or financial industry related.
• Advanced experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers.
• Advanced knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
• Intermediate skills in computer terminal and personal computer operation; word processing, spreadsheet and account opening software programs.
• Intermediate typing skills to meet production needs of the position.
• Basic knowledge of general office practices.
• Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
• Excellent oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
• Proven ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
• Excellent organizational and time management skills.
• Proven ability to work with general supervision while performing duties.
• Current California driver’s license and a vehicle, with proof of appropriate insurance coverage, if required to drive while performing assigned duties and responsibilities.

About Valley Republic Bank

• Valley Republic Bank opened its doors in early 2009 with a commitment to revive a level of service to the local business community that had seemingly disappeared in recent decades.
• Valley Republic Bank was founded by a group of twenty-four local professionals who believed their customers deserved a bank that could respond to them quickly, efficiently, consistently, and personally.
• To those founders, it was about relationships; it was about being available, prepared and engaged.
• Since its founding in 2009, Valley Republic Bank has expanded to four full-service branches in Kern County and a Loan Production Office in Fresno County. The bank’s headquarters is in Bakersfield at 5000 California Ave. Suite 110.

Today, you will find that we have grown into a formidable resource for our customers. We call it "Relationship Banking.” For our customers, that means competitive products and services, the latest technological conveniences, and a sincere appreciation for the business entrusted to us. It means that we are available. It means we try harder than everyone else to stay one step ahead - in every regard.

Valley Republic Bank is a member of the Federal Deposit Insurance Corporation (FDIC) and is an Equal Housing Lender.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.