Certified Relationship Banker - (Southshore Locations)

Gulf Coast Bank & Trust•Gretna, LA

119d

About The Position

The Certified Relationship Banker I provides first-line contact for clients entering the branch. The role assesses client needs, explains products and services, develops client relationships, and handles complaints or problems. It also supports branch operations, account servicing, referrals, and sales while complying with security and regulatory requirements. The position works branch hours, including some evenings and weekends, and requires maintaining CRB skills and knowledge by passing an annual CRB exam.

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 product and service features and benefits to clients with differing needs.
Computer skills and ability to operate office equipment such as a fax machine, copier, and calculator.
Professional, confident, thorough, and organized, with strong follow-up skills.
Ability to travel if required to perform essential job functions.
Ability to work under stress and meet deadlines.
Ability to read and interpret documents if required to perform essential job functions.
Ability to sit for prolonged periods at a desk and work on a computer may be required.
Ability to lift, move, or carry approximately 15 pounds if required to perform essential job functions, subject to the accommodation qualification stated in the posting.

Responsibilities

Sell Gulf Coast Bank products and services to current and new clients.
Open consumer and business accounts; explain available products and services; answer phones; and greet visitors.
Provide account information, process maintenance requests, and monitor client accounts for non-branch officers.
Resolve client problems directly or refer them to the appropriate staff member.
Identify and maximize cross-selling opportunities through client profiling and make referrals with team members and business partners.
Follow security measures and meet regulatory requirements, including CIP and BSA.
Handle client requests involving the Bank’s Legal department.
Order checks, operate a teller terminal, and assist with vault balancing and cash verification when needed.
Cross-train and support other positions as needed.
Assist with opening and closing the branch and other operational tasks when assigned.
Assist with loan processing and servicing when needed.
Perform other duties and special projects as requested by the Branch Manager or Operations Officer.
Work branch hours, including some evenings and weekends.
Maintain CRB skills and knowledge by passing the annual CRB exam.