Relationship Banker II - Hilton Head Island

SOUTH ATLANTIC BANK•Hilton Head Island, SC

7d•Onsite

About The Position

Provides an exemplary customer experience to existing and potential customers. Makes product and service recommendations that meets client needs to include referrals to line of business partners. Cross-trained to support teller transactions as needed.

Requirements

High school graduate or equivalent is required; additional banking or business courses are helpful
Thorough knowledge of the bank’s products and services
Understanding of branch operations and security is beneficial
Two or more years of prior retail banking and/or branch operations experience is strongly preferred
Proven customer service and problem resolution experience
Well-developed verbal and written communication skills in addition to a professional image
Ability to exercise good judgement in a sales and service-oriented environment
Proficiency with Microsoft Office (Word, Excel, Outlook, etc.); keyboarding and calculating; experience with Jack Henry or other banking systems is helpful.
Familiarity with banking compliance and deposit regulations
Sales skills are needed for selling and cross-selling products and services
Attention to detail and strong organizational skills

Responsibilities

Provides an exemplary customer experience to new and existing customers.
Provides client onboarding, servicing and deepens and retains client relationships through consultative sales and use of the Bank’s Client Relationship Management (CRM) system
Respond to customer inquiries in person, on the telephone and through email and create positive solutions.
Is knowledgeable of financial services offered by the bank and proactively recommends Bank products and services that will benefit the customer.
Refers customers to line of business partners
Opens new personal and business accounts.
Assists customers with maintenance requests and problem resolution.
Follows all compliance, security, confidentiality, and internal guidelines within area of responsibility and completes all transactions in accordance with them.
Assist customers with ancillary products and services including but not limited to debit cards, online banking, direct deposit, safe deposit box, wire transfer, and night depository.
Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
Cross-trained for teller duties and assists in that capacity as needed.
Perform other duties as assigned.