Job Description

Job Description

Job Description

Description:

PLEASE NOTE: THIS IS AN IN-OFFICE POSITION

Summary:

As a frontline customer ambassador for INB, the Relationship Banker and HSA Specialist is crossed trained to provide a world-class experience for our customers.

As INB’s HSA Specialist, you will serve as the subject matter expert and resource for other bank staff. You will handle day to day Health Savings Account operations, as well as assist in online account opening, managing program implementations and relationships, annual open enrollment processes, and deliver on quality execution and customer satisfaction.

As both a Relationship Banker & HSA Specialist, you will have a thorough understanding of the customer’s transaction requirements and be able to effectively communicate all available options to them. You will educate customers about INB’s financial product options and refer or sell the appropriate products and services matching the customer’s needs. You will participate in the daily operations of the branch, which could include, assisting customers with account openings, account management, and other financial service needs and maintenance. You will provide timely and efficient completion of customer transactions while maintaining accurate records and thorough handling of all monies assigned. Also, you will proactively participate in the sales/quality referral process of the branch as directed by management.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Competencies:

To perform the job successfully, an individual must demonstrate the following competencies and perform each essential duty satisfactorily:

• Must have excellent customer service skills, strong problem-solving skills, and possess the ability to effectively listen to and recognize the needs of our customers and to provide solutions.
• Excellent interpersonal, negotiation, and relationship-building skills. You will serve as the face of INB to our customers - so you will be nurturing relationships with our stakeholders.
• Exceptional verbal and written communication skills. Our customers are diverse, and you are able to communicate and translate information to audiences at all levels.
• Demonstrate a "No task is too small" attitude, with a passion for service excellence and an eagerness to learn.
• Demonstrate accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Ability to perform basic mathematical calculations; add, subtract, multiply, and divide. Ability to accurately count and process large sums of cash.
• Ability to use good judgement in making routine and complex decisions.
• Self-starter with a strong sense of ownership; Must be goal-oriented and able to achieve individual goals as well as work as a team player to achieve departmental and/or Bank goals
• Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change.
• Familiarity of technologies such as Microsoft Office, Web Applications, and Customer Relationship Management (CRM) systems.

• Qualifications:

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Education and/or Experience

High school diploma or equivalent required. Previous banking, teller experience, or customer contact/cross-sell position (preferred).

You will work with multiple customers and review HSA documentation for quality assurance and adherence to policy and procedure as dictated by banking regulations and compliance. You will need to exercise strong organizational skills and attention to detail.

1-2 years' experience in customer service, preferably with experience in banking and/or Health Savings Accounts.

• Physical Demands

The employee is required to regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds.

• Salary:

The anticipated starting salary range is $39,520 – $43,680 plus incentive

Group Insurance Benefits and Plans

INB provides health, dental, vision, and life insurance benefits to all full-time employees. Coverage also is extended to their eligible dependents. Active employees make premium contributions based on plan selections. Please click the link below for all benefits that are offered.

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The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here:

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