The Relationship Banker I provides customer service to new and established clients of the financial institution, including cross-selling products and services and handling cash receipts and payments. The role processes transactions, supports branch equipment, responds to customer service needs, opens accounts, and assists with loan applications while following operational and regulatory requirements. It also focuses on identifying customer needs, recommending appropriate solutions, deepening client relationships, and contributing to individual and branch goals. The position supports branch operations by participating in meetings and coaching, helping train new staff, and potentially directing workflow by assigning ancillary teller-line duties. It requires attention to customer service, sales, transaction accuracy, fraud prevention, and the safety and security of client assets. The employee must be able to support multiple branch locations as needed.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED