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About the Role
The Relationship Banker's primary focus is to establish and deepen client relationships by assisting them with their financial goals. This role involves actively participating in a dynamic team environment, contributing to the IMAGINE culture, and working towards individual and team goals. The position emphasizes delivering quality customer service and consultatively recommending bank products and services.
Responsibilities
- Examine financial and personal information to understand customer needs and educate them on products and services.
- Explain key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing, and investing needs.
- Collaborate with business partners in Wealth, Premier, Business Banking, and Insurance to assist customers with complex financial and business needs.
- Prioritize exceptional client service with accuracy and operational excellence, including problem-solving and complaint resolution.
- Support the branch by achieving individual and team goals through strong client relationships and team collaboration.
- Respond to customer service requests and inquiries in a timely manner, emphasizing accuracy and informative follow-up.
- Ensure all activities adhere to compliance and operational standards, and assist with branch operational activities as directed.
- Demonstrate vigilance in detecting and reporting fraudulent or irregular activities.
- Perform teller duties when necessary.
- Assist Client Service Associates with daily transaction and cash proof.
- Use knowledge of Pioneer services to develop and/or refer potential customers to the appropriate business partner.
- Travel throughout the branch network if deemed a floating position.
- Perform other office duties as requested.
Requirements
- High school diploma or GED required.
- Minimum of 1-year cash handling experience and customer service experience preferred.
- Minimum of 1-year customer service experience, recommending and referring products and services preferred.
- Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position.
- Must have a friendly, professional disposition and good communication skills.
- Excellent customer relations and communication skills.
- Active and articulate promotion of Pioneer products and services.
- Must be able to type accurately.
- Must possess basic knowledge of the Bank's cash handling & security policies and procedures.
- Ability to work cooperatively with colleagues in a team setting.
- Ability to professionally represent Pioneer to outside business and/or customer contacts.
Skills
- Customer service
- Financial product recommendation
- Cash handling
- Communication skills
- Teamwork
- Problem-solving
- Operational excellence
- Fraud detection
Location
- Cairo
Work Type
- Full Time
Experience Level
- 1-year cash handling experience
- 1-year customer service experience
Education Level
- High school diploma or GED
Salary/Compensations
- $18.00 - $27.96 per hour
Equal Opportunity
- As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
- The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.