Banking Center Relationship Banker 1, Middletown, CT
About The Position
The Relationship Banker I provides services to Banking Center customers and assists the team in achieving sales, service, and operational goals. The role processes customer financial transactions in accordance with bank rules, regulations, and guidelines. It uses communication and active listening to understand customers’ financial needs, build trust, identify sales opportunities, generate leads, and provide quality customer service. The banker also develops and maintains partnerships with business segments through collaboration and communication. The position serves customers, evaluates their needs, and offers appropriate financial products and services through needs-based conversations. It performs routine teller transactions and supports sales, retention, and other initiatives that advance Banking Center growth and profitability. The role is expected to meet or exceed individual and team goals and comply with applicable regulations, bank policies, and operational requirements.
Requirements
- High school diploma or GED required.
- Three to four years of customer service and needs-based banking sales experience preferred.
- Ability to work a flexible and/or rotating schedule; may be required to work Saturdays, Sundays, and extended hours.
- Travel may be required to alternate Banking Centers.
- Self-starter and highly motivated.
- Working knowledge of all products and services.
- Keep current with systems used for branch transaction processing.
- Strong customer service skills and ability to support teamwork and create a positive working environment.
- Must be legally authorized to work in the United States full-time without employer sponsorship to commence employment.
Nice To Haves
- Advanced degree (associate and/or bachelor’s).
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Responsibilities
- Respond to customers’ needs accurately and in a timely manner, using available resources and tools.
- Evaluate clients’ needs and offer appropriate financial products and services through needs-based conversations to build and deepen relationships.
- Perform routine teller transactions, including deposits, withdrawals, check cashing, loan payments, and other transactions.
- Support segmentation strategy by implementing sales, retention, and other bank initiatives to meet Banking Center growth and profitability objectives.
- Achieve or exceed individual and team goals in sales, service, and operations.
- Maintain compliance with federal and state regulations and bank policies and procedures.
- Meet or exceed branch audit and operational evaluation requirements.
- Develop and maintain partnerships with business segments through collaboration and communication.
Benefits
- Competitive rewards package designed to support employees, their families, and their well-being; specific benefits are not detailed in the posting.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
