About The Position

The Relationship Banker I provides services to Banking Center customers and assists the team in achieving sales, service, and operational goals. The role processes customer financial transactions in accordance with bank rules, regulations, and guidelines. Through communication and active listening, the banker identifies customers’ financial needs, builds trust, develops sales opportunities, generates leads, and provides quality service. The role also develops and maintains partnerships with business segments through collaboration and communication. The banker responds accurately and promptly to customer needs, uses available resources and tools, evaluates customer needs and recommends appropriate financial products and services, and performs routine teller transactions. The role supports sales, retention, and other bank initiatives; works toward individual and team goals; and maintains compliance with applicable regulations and bank policies and procedures. Branch audit and operational evaluation requirements must be met or exceeded.

Requirements

  • High school diploma or General Education Degree (GED) required.
  • Three to four years of customer service and needs-based banking sales experience preferred.
  • Ability to work a flexible and/or rotating schedule; may be required to work Saturdays, Sundays, and extended hours.
  • Travel to alternate Banking Centers may be required.
  • Self-starter and highly motivated.
  • Working knowledge of all products and services.
  • Keep current with all systems used for branch transaction processing.
  • Strong customer service skills and ability to support teamwork and create a positive working environment.
  • Must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Nice To Haves

  • Associate’s and/or bachelor’s degree.
  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Three to four years of customer service and needs-based banking sales experience.

Responsibilities

  • Respond to customers’ needs accurately and promptly, using available resources and tools.
  • Evaluate customers’ needs and offer appropriate financial products and services through needs-based conversations to build and deepen relationships.
  • Perform routine teller transactions, including deposits, withdrawals, check cashing, loan payments, and other transactions.
  • Support the Banking Center’s segmentation strategy and implement sales, retention, and other bank initiatives to meet growth and profitability objectives.
  • Achieve or exceed individual and team goals in sales, service, and operations.
  • Maintain compliance with Federal and State regulations and bank policies and procedures, and meet or exceed branch audit and operational evaluation requirements.
  • Develop and maintain partnerships with business segments through collaboration and communication.
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