Assistant Relationship Manager
About The Position
The Assistant Relationship Manager delivers a high-quality customer experience by ensuring customer needs are met and accurately and efficiently processing basic to complex financial service transactions. The role focuses on detecting and reporting fraud and irregular transactional activity, taking a consultative approach to identifying beneficial opportunities, and assisting customers with deposit account opening and maintenance, consumer lending, and other bank products and services. The position refers customers to other lines of business when appropriate and supports the Relationship Manager with day-to-day branch operations, regulatory compliance, and adherence to policies and procedures. It also contributes to the branch sales goal and works with colleagues to support their coaching and development. The position is based at the Milton Crest Office.
Requirements
- Associate's degree in business or a related field.
- One to three years of experience in a sales- and/or service-oriented position.
- Prior cash-handling experience.
- Excellent customer service skills.
- Ability to use a computer to input and retrieve data.
Nice To Haves
- Prior supervisory experience.
Responsibilities
- Deliver a high-quality customer experience and ensure customer needs are met.
- Process basic to complex financial service transactions accurately and efficiently.
- Detect and report fraud and irregular transactional activities.
- Identify opportunities that may benefit customers using a consultative approach.
- Assist customers with deposit account opening and maintenance, consumer lending, and other bank products and services.
- Refer customers to other lines of business for additional needs and services.
- Support the Relationship Manager with day-to-day tasks to help the branch operate efficiently and remain compliant with applicable regulatory requirements.
- Follow applicable policies and procedures.
- Contribute to the overall branch sales goal.
- Work with branch colleagues to support coaching and development.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Company-paid life insurance
- Voluntary insurance plans
- 401(k) plan with company match
- Pension plan
- Tuition reimbursement
- Paid time off
- 11 paid holidays
- Professional development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
