Financial Relationship Banker - Bay Village, OH
About The Position
Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Requirements
- High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.
Nice To Haves
- Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience.
- Ability to build, deepen and retain relationships.
- Demonstrates 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.
Responsibilities
- Providing excellent customer service and effectively resolving customer issues.
- Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
- Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
- Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
- Maintaining your knowledge of all products, services, technology and policies.
- Adhering to all operational, security, risk and regulatory policies and procedures.
- Other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
