Preferred Banking Advisor (Relationship Banker)
About The Position
As a Preferred Banking Advisor, you will be a single point of contact responsible for executing the full client life cycle for clients, with a particular focus on establishing yourself as an expert in treasury management or deposit requests. You will exemplify the department's "sales, service, operations" philosophy through client interactions. You will respond to and resolve client requests and provide expert advice and guidance for these clients utilizing products and services such as treasury management, loans, commercial, and personal accounts. You will work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction. You will participate in department training to augment banking knowledge for more effective work solutions and career growth opportunities. Respond to client requests and engage in proactive client communication to execute the complete client life cycle and achieve client satisfaction. Identify and capitalize opportunities to promote Bank products through analysis of client patterns and needs. Be an expert banker with regard to treasury management or deposit operations activities. Own the information flow and communication for technical and operational processes and requirements, risk mitigation, efficiency, and customer service. Foster good working relationships with leadership across the bank divisions and departments. Meet or exceed service level standards including customer service, turn-around time, cross-selling goals, risk management and regulatory compliance, audit soundness, productivity and efficiency. Support leadership business initiatives. Enhance knowledge and develop as a preferred banker by achieving and exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions.
Requirements
- 3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending and/or Deposit Sales or similar field.
- High school diploma required.
- Intermediate knowledge of general banking, loans, treasury management and other commercial banking products and services.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Intermediate sales and service experience in business deposits or treasury management products.
- Advanced speaking and writing communication skills.
Nice To Haves
- Bachelor's degree in related field preferred.
Responsibilities
- Execute the full client life cycle for clients, focusing on treasury management or deposit requests.
- Respond to and resolve client requests, providing expert advice and guidance on treasury management, loans, commercial, and personal accounts.
- Work with internal departments and resources to drive client satisfaction.
- Participate in department training to augment banking knowledge.
- Engage in proactive client communication.
- Identify and capitalize on opportunities to promote Bank products.
- Act as an expert banker for treasury management or deposit operations activities.
- Own the information flow and communication for technical and operational processes, risk mitigation, efficiency, and customer service.
- Foster good working relationships with leadership across bank divisions and departments.
- Meet or exceed service level standards including customer service, turn-around time, cross-selling goals, risk management and regulatory compliance, audit soundness, productivity and efficiency.
- Support leadership business initiatives.
- Enhance knowledge and develop as a preferred banker by achieving and exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions.
Benefits
- Competitive salaries
- Ownership stake in the company
- Medical and dental insurance
- Time off
- 401k matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program
- Opportunity to bolster business knowledge
- Learning the ins and outs of how successful companies operate and manage their finances
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
