Personal Banking - Relationship Banker I
About The Position
The Relationship Banker I provides exceptional service to a diverse range of clients, builds and maintains relationships with clients and business partners, and introduces clients to relevant products, services, and digital solutions. The role uses current technology, including tablets, smartphones, and laptops, and requires knowledge of mortgage, business, and installment loan options, along with a broad range of financial and credit services. Relationship Bankers may assist other departments as needed and are expected to develop strong rapport with clients and associates while treating everyone with respect and consideration. This position is suited to someone seeking to build a career in finance. The Bank provides training and coaching during onboarding and on the job, with opportunities for advancement as associates demonstrate success. The role involves detailed work performed accurately and efficiently within established guidelines and policies, effective communication, and collaboration with others. The position offers a scorecard-based incentive plan with quarterly incentives based on performance against defined metrics, along with benefits that include insurance, a 401(k), an associate stock purchase program, paid time off, and associate banking perks. Flexible scheduling is available as business needs allow. Overtime may be necessary, typically no more than 5%.
Requirements
- High school diploma or equivalent.
- 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.
- Ability to work overtime as necessary, typically no more than 5%.
- Ability to grasp, push, pull, lift, bend, raise, and hold hands and arms overhead when completing certain tasks.
Nice To Haves
- Previous banking, cash handling, or financial services experience.
- At least 6 months of demonstrated successful sales experience.
- Bilingual language skills.
- Passionate and motivated self-starter.
- Interest in educating clients about banking products and the bank’s available digital technologies.
Responsibilities
- Build and maintain relationships with clients, business partners, and fellow associates.
- Communicate effectively and respond to others’ needs and concerns.
- Perform detailed work quickly, correctly, and efficiently within established guidelines.
- Participate in maintaining guidelines, structure, and established policies.
- Provide exceptional client service to a diverse audience.
- Introduce clients to banking 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.
- Treat clients and associates with respect and consideration.
Benefits
- Insurance
- 401(k)
- Associate stock purchase program
- Paid time off
- Associate banking perks
- Scorecard-based incentive plan with quarterly incentives based on performance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
