Certified Relationship Banker - (Northshore Locations)

Gulf Coast Bank & Trust Company•Covington, LA

17h•Onsite

About The Position

The Certified Relationship Banker I provides “first line” contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems. This role is responsible for selling products and services offered by Gulf Coast Bank to current and new clientele, opening new consumer and business accounts, and providing information about various services and products. The Banker also handles client account information, maintenance requests, monitors accounts for non-branch officers, and resolves client problems. They identify and maximize cross-selling opportunities through client profiling and engage with team members and business partners for referrals. Adherence to security measures and regulatory requirements (CIP, BSA) is crucial, as is handling client requests involving the Bank’s Legal department. Additional duties include ordering checks, operating a teller terminal, assisting with vault balancing and cash verification, cross-training, supporting other positions, and potentially assisting with opening/closing the branch, operational tasks, loan processing, and servicing. The role requires maintaining CRB skills and knowledge through annual exams.

Requirements

High school diploma or equivalent.
Strong desire and ability to educate and connect customers to technology.
Excellent written and oral communication, customer service, and interpersonal skills.
Ability to tailor features and benefits of products/services to clients with differing needs.
Computer skills and ability to operate office equipment (i.e. fax, copier, calculator).
Professional, confident, thorough and organized with strong follow-up skills.
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to read and interpret a document if required to perform the essential job functions.
Prolonged periods of sitting at a desk and working on a computer may be required.
Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions.

Responsibilities

Sells products and services offered by Gulf Coast Bank to current and new clientele.
Opens new consumer and business accounts, provides information about various types of services and products offered, answers phones, and greets visitors.
Provides clients with account information, handles maintenance requests, and monitors client accounts for non-branch officers.
Resolves client problems through direct personal action or referral to proper staff member.
Identifies and maximizes cross selling opportunities through client profiling and engages with team members and other business partners to make referrals.
Adheres to security measures and ensures all regulatory requirements are met (i.e. CIP, BSA).
Handles client requests involving the Bank’s Legal department.
Orders checks, operates a teller terminal, and assists with balancing the vault and cash verification when needed.
Cross trains and supports other positions as needed.
May be assigned to opening and closing the branch and other operational tasks.
May assist with loan processing and servicing.
Performs other duties and special projects as needed by Branch Manager or Operations Officer.
Works branch hours, including some evenings and weekends.
Maintain CRB skills and knowledge as demonstrated by passing the annual CRB exam.