Experienced Banker - Centerville
About The Position
The Relationship Banker III provides customer care at a full-service Cape Cod 5 Retail Banking Center, assisting customers with daily transactions, inquiries, problem resolution, and banking services. The role also mentors Relationship Banker I and II staff and provides overrides. The banker develops customer relationships, identifies financial needs, introduces appropriate deposit and consumer loan products, and refers customers to other business lines when appropriate. The position requires comprehensive knowledge of the Bank’s products and services and the ability to independently complete transactions and platform services, including complex account openings and consumer lending support.
Requirements
- At least two years of banking experience.
- Ability to mentor Relationship Banker I and II team members.
- Ability to independently complete transactions and platform services, including transactions, personal and business account opening, home equity loans and lines, and IRAs.
- Ability to independently handle complex account openings and transactions, including business accounts.
- Demonstrated sound judgment.
- Ability to complete Banking Center opening and closing activities.
- Proven customer relationship-building experience.
- Ability to serve as Banking Center vault custodian.
- Strong verbal and written communication skills.
- Critical thinking, decision-making, and problem-solving skills.
- Cybersecurity awareness to protect the digital environment, the Bank, and customers.
- Ability to demonstrate core competencies for the Relationship Banker III level.
- Nationwide Mortgage Licensing System (NMLS) registration.
- Notary Public commission.
Nice To Haves
- Bachelor’s degree preferred.
Responsibilities
- Build rapport with customers, greet them by name, understand account ownership and authority, and respond promptly and thoughtfully to correspondence and problems in keeping with the GUEST philosophy.
- Provide customer care for daily transactions, inquiries, and problem resolution in accordance with Bank policies and procedures.
- Process deposits and loan payments; verify cash and endorsements; cash checks; issue money orders and treasurer’s checks; and redeem savings bonds.
- Protect customer confidentiality and comply with applicable laws, regulations, policies, and procedures.
- Complete assigned learning activities on time and participate in Banking Center meetings and one-on-one coaching sessions.
- Perform Banking Center opening and closing activities.
- Introduce and advise customers on deposit and consumer loan products and services to meet their needs proactively.
- Determine customers’ financial needs and refer them to other business lines, such as Investment Services, TAM, Commercial, and Cash Management.
- Develop and maintain knowledge of the Bank’s consumer, business, nonprofit, retirement, digital banking, debit card, and other products and services, and request assistance with further development as needed.
- Assist customers with applications for home equity products and other consumer loans.
- Participate in and volunteer for community groups and events.
- Provide overrides and mentor Relationship Banker I and II staff.
- Perform additional duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
