Banking Center Relationship Banker 2, Elmwood Banking Center, West Hartford, CT

Santander•Elmwood, IL

12d•$35,250 - $58,000

About The Position

The Relationship Banker II provides services to Banking Center customers and helps the team achieve 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 deliver quality service. The Relationship Banker II also develops partnerships with other business segments through collaboration and communication, and assists with supervising and coaching fellow bankers. The position responds promptly and accurately to customer needs, evaluates financial needs and offers appropriate products and services through needs-based conversations, and performs routine teller transactions. It supports sales, retention, and other initiatives that advance the Banking Center’s growth and profitability objectives, while working toward individual and team goals. The role maintains compliance with federal and state regulations and bank policies, supports audit and operational evaluation requirements, and helps coach and onboard colleagues. The position requires a high school diploma or GED. An associate or bachelor’s degree is listed as an advanced degree. Three to four years of customer service and needs-based banking sales experience and zero to two years of supervisory experience are preferred. A flexible or rotating schedule may be required, including Saturdays, Sundays, and extended hours; travel to alternate Banking Centers may also be required.

Requirements

High school diploma or GED required.
Demonstrated success in leading, coaching, and motivating.
Working knowledge of bank 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.
Ability to work a flexible and/or rotating schedule; may be required to work Saturdays, Sundays, and extended hours.
Travel to alternate Banking Centers may be required.
Applicants must be legally authorized to work in the United States full-time without requiring employer sponsorship to commence employment.

Nice To Haves

Three to four years of customer service and needs-based banking sales experience preferred.
Zero to two years of supervisory experience preferred.
Associate and/or bachelor’s degree.
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

Responsibilities

Provide services to Banking Center customers and assist the team in achieving sales, service, and operational goals.
Process customer-related financial transactions in accordance with bank rules, regulations, and guidelines.
Respond to customer needs accurately and promptly, using available resources and tools.
Assess clients’ needs and offer appropriate financial products and services through needs-based conversations.
Build and deepen customer relationships, establish trust, identify sales opportunities, and generate leads.
Perform routine teller transactions, including deposits, withdrawals, check cashing, and loan payments.
Support sales, retention, and other bank initiatives to advance 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, and meet branch audit and operations evaluation requirements.
Assist in supervising Banking Center colleagues by providing coaching, serving as a role model, and helping onboard new bankers.
Develop and maintain partnerships with business segments through collaboration and communication.