Trust Administrator jobs in Surprise, AZ

Job Brief

Responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new accounts and maintaining existing deposit/loan relationships.

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

Job Summary:

The Relationship Banker (RB) is responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new accounts and maintaining existing deposit/loan relationships. This position facilitates customer awareness and education of the bank's services, including digital banking capabilities. The RB conducts teller transactions in an accurate and timely manner while maintaining essential controls and safeguards. This position also refers clients to business partners within the Bank. The RB must be able to work every other Saturday morning and be flexible regarding hours.

Primary Functions and/or Responsibilities:

• Provides personalized customer service, building relationships with clients and providing solutions to their financial needs while following the Customer Service Excellence Agreement and Sales Ethics Roadmap

• Opens new accounts (including IRA's and HSA's), processes deposits, withdrawals, transfers, loan payments, cashier's checks, foreign currency requests and other transactions accurately and timely

• Processes loan applications accurately and timely

• Identifies customer needs and provides information on products and services that meet those needs

• Cross-sells bank products and services that meet customers' needs

• Monitors customer activity for suspicious and fraudulent activity

• Refers customers to Bank business partners who are able to provide solutions for their financial needs

• Maintains essential controls and safeguards while opening and closing the branch

• Performs other duties as assigned

Education and/or Experience:

• Relationship Banker I

• Relationship Banker II

Specific Skills, Knowledge & Abilities:

• Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)

• Excellent communication skills (written and/or oral)

• Analytical and problem solving skills

• Strong math skills

• Strong organizational and planning skills

• Ability to multi-task

• Cash handling experience

• Strong customer service skills

• Strong attention to detail

• Data entry - speed and accuracy

• Excellent listening and interpersonal skills

Hiring Salary Range

The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions.

• Relationship Banker I $20.75 - $24.50 (Annualized at 40 hours per week: $43,160 - $50,960)

• Relationship Banker II $23.00 – 27.00 per hours (Annualized at 40 hours per week: $47,840 – 56,160.)

Benefits

• Group Health, Dental, and Vision Insurance

• Generous Paid Time Off (PTO)

• Volunteer Time Off (VTO)

• 401(k) plan with lucrative company match

• Tuition assistance

• Company Paid Life Insurance

• Paid Parental Leave

• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.

• Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility: Position will be onsite but must have reliable transportation as this position may require to work at other Bankers Trust branches within the Phoenix Market.

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”