Financial Relationship Banker - Maplewood, MN
About The Position
As a Financial Relationship Banker, you help consumer and business customers achieve their financial goals by retaining and growing customer relationships. You proactively identify customers’ financial goals and needs and recommend appropriate deposit, loan, and other banking products and services. The role offers a welcoming and inclusive branch-team environment, where colleagues can share ideas and contribute to customers, the bank, and the community. You provide customer service and resolve issues, identify opportunities to deepen relationships, and refer customers to other areas of the bank. You also help customers make effective use of online, mobile, and ATM banking, maintain knowledge of banking products and procedures, and follow operational, security, risk, and regulatory requirements.
Requirements
- High school diploma or GED and at least 1 year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or military service in an administration, contracting, civil affairs, or similar role.
- Provide fingerprints as required by NMLS regulations and meet additional background-check requirements.
- Ability to build, deepen, and retain relationships.
- Demonstrated acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
- Excellent verbal and written communication skills.
- Comfort with technology such as mobile services and online banking services.
- Knowledge of consumer and business deposit products.
Nice To Haves
- Bachelor’s degree and at least 1 year of customer service and sales experience in banking, financial services, goal-driven retail sales, or business-to-business sales.
Responsibilities
- Provide excellent customer service and effectively resolve customer issues.
- Proactively identify opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, a new customer follow-up program, and referrals from customers, bank colleagues, and partners.
- Educate and refer customers to other areas of the bank to deepen relationships and build internal partnerships.
- Educate customers on how to optimize their use of bank technology, including online, mobile, and ATM banking.
- Maintain knowledge of products, services, technology, and policies.
- Adhere to operational, security, risk, and regulatory policies and procedures.
- Perform other duties as assigned.
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
- Eligible to participate in an applicable incentive compensation plan
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
