Relationship Banker 3

Webster Five Cents Savi•Worcester, MA

2d•$22 - $30

About The Position

Supports a sales and service culture designed to retain and grow customer relationships in an assigned market. Recommends convenience and self-service options, matches customers with appropriate deposit and loan products, opens accounts, processes transactions, and refers customers to subject matter experts. Maintains confidentiality of bank records and customer information, follows bank policies, procedures, and regulatory requirements, and consistently provides courteous, professional, and friendly service representing the branch and the Bank. The role also supports customer lending, digital banking, branch operations, sales goals, customer outreach, and branch audits. Regular, reliable attendance is critical. The position description does not restrict management from assigning other tasks.

Requirements

Strong interpersonal and communication skills and relationship-building sales skills.
Knowledge of consumer and business banking deposit and lending products.
Strong proficiency with banking software applications and Microsoft Office Suite.
Ability to learn and adapt to new information and technology platforms.
Sound judgment, attention to detail, and ability to multitask.
Enthusiastic spirit.
NMLS license.
Associate degree or equivalent years of experience.
3–5 years of related experience.
Willingness to work a flexible schedule and travel locally.

Responsibilities

Listen for and identify customers’ financial needs to develop and deepen relationships; open consumer and small business accounts and provide account services.
Quote consumer loan rates, originate loan applications, serve as the primary customer contact throughout the lending lifecycle, and close approved loans.
Serve as the branch subject matter expert on lending products, services, and processes; refer customers to branch specialists and Bank partners.
Participate in customer outreach, including branch events, outbound calls, and community events, and conduct business development calls with local small businesses.
Arrange and conduct preset customer appointments for regular financial reviews.
Meet individual sales goals and contribute to overall branch goals.
Use Bank technology to educate and assist customers with digital banking services and serve as the branch subject matter expert on digital banking options.
Perform customer transactions on the teller line and daily branch operational tasks; access operational policies and procedures and use the core banking system.
Assist with branch audits related to sales and service activities.
Follow bank policies, procedures, and regulatory requirements and maintain confidentiality of bank records and customer information.
Maintain regular, reliable attendance.