Personal Banking - Relationship Banker I
About The Position
The Relationship Banker I provides exceptional client service to a diverse audience, builds relationships with clients and business partners, and introduces clients to banking products, services, and digital solutions. The role demonstrates knowledge of mortgage, business, and installment loan options and provides a broad range of financial and credit services. Relationship Bankers also assist other departments as needed and build rapport with clients and associates while treating others with respect and consideration. This role emphasizes effective communication, relationship-building, accuracy, efficiency, and working within established guidelines and policies. It is intended for someone building a career in finance; training and coaching are provided during onboarding and on the job, with advancement opportunities as performance develops.
Requirements
- High school diploma or equivalent.
- Ability to communicate effectively and respond to others' needs and concerns.
- Ability to handle detailed work quickly, correctly, and efficiently while following established guidelines and policies.
- Strong work ethic and ability to complete work accurately.
- Ability to think logically, analyze situations, and make sound decisions.
- Ability to handle multiple tasks simultaneously.
- Ability to work with multiple computer and software systems.
- Ability to calculate figures and amounts, such as cash back and percentages.
Nice To Haves
- Previous banking, cash handling, or financial services experience.
- At least 6 months of demonstrated successful sales experience.
- Bilingual language skills.
- A passionate and motivated self-starter.
- Interest in educating clients about banking products and digital technologies.
Responsibilities
- Build and maintain relationships with others, including clients and business partners.
- Communicate effectively and respond to the needs and concerns of others.
- Complete detailed work quickly, correctly, and efficiently within established guidelines.
- Help maintain guidelines, structure, and established policies.
- Provide exceptional client service to a diverse audience.
- Introduce clients to new products, services, and digital solutions.
- Demonstrate knowledge of mortgage, business, and installment loan options and provide financial and credit services.
- Assist other departments as needed.
- Build rapport with clients and fellow associates and treat others with respect and consideration.
Benefits
- Insurance
- 401(k)
- Associate stock purchase program
- Paid time off
- Associate banking perks
- Scorecard-based quarterly incentive plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
