Banking Center Relationship Banker 2- South Huntington, NY
About The Position
The Relationship Banker II provides services to Banking Center customers and supports the team in meeting sales, service, and operational goals. The role processes customer financial transactions in accordance with bank rules, regulations, and guidelines. Through strong communication and active listening, the banker identifies customers’ financial needs, builds trust, develops sales opportunities, generates leads, and delivers quality service. The role also develops partnerships with other business segments and helps supervise, coach, and onboard fellow bankers. The position requires maintaining knowledge of branch transaction-processing systems and bank products and services, supporting a positive team environment, and complying with federal and state regulations and bank policies. The banker may work a flexible or rotating schedule, including weekends and extended hours, and may travel to alternate Banking Centers.
Requirements
- High school diploma or GED.
- Demonstrated success in leading, coaching, and motivating.
- 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.
- Ability to work a flexible and/or rotating schedule; Saturdays, Sundays, and extended hours may be required.
- Travel to alternate Banking Centers may be required.
- Must be legally authorized to work in the United States full-time without employer sponsorship.
Nice To Haves
- Associate or bachelor’s degree.
- 3–4 years of customer service and needs-based banking sales experience.
- 0–2 years of supervisory experience.
- Established work history or equivalent demonstrated through work experience, training, military service, or education.
Responsibilities
- Respond accurately and promptly to customer needs using available resources and tools.
- Assess customers’ needs and recommend appropriate financial products and services through needs-based conversations.
- Perform routine teller transactions, including deposits, withdrawals, check cashing, loan payments, and other transactions.
- Support sales, retention, and other bank initiatives that contribute to the Banking Center’s growth and profitability.
- Meet or exceed individual and team sales, service, and operational goals.
- Comply with federal and state regulations and bank policies and procedures, and meet branch audit and operations evaluation requirements.
- Assist with supervising Banking Center colleagues by coaching fellow bankers, serving as a role model, and helping onboard new bankers.
- Develop and maintain partnerships with other business segments through collaboration and communication.
Benefits
- Competitive rewards package.
- Benefits designed to support employees, their families, and their well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
