Relationship Banker or Senior RB (Full-Time/40 hours week)

Claremont Savings Bank•Claremont, NH

6d•Onsite

About The Position

The Relationship Banker or Senior Relationship Banker provides exceptional customer service by making themselves forefront and available at all times in order to effectively assist the customer. The role is responsible for greeting and assisting customers, troubleshooting any problems or concerns, and taking customers to the next level of account management. The Relationship Banker actively seeks to build, retain, and strengthen customer relationships through the Relationship-Oriented Sales Philosophy, and works to become a “trusted advisor” for our customers.

Requirements

Exceptional customer service skills
Ability to greet and assist customers
Troubleshooting problems or concerns
Building, retaining, and strengthening customer relationships
Executing financial transactions in accordance with bank policies and procedures
Accurate and efficient processing of customer transactions
Maintaining an accurate and acceptable record of daily cash drawer balance
Balancing and reconciliation of coin counters, cash recyclers, and ATM’s
Collaboration with coworkers
Utilizing sales aids and training materials
Following up on documentation and customer requests
Processing CSB Consumer Loans
Processing domestic and foreign wires
Resolving problems independently
Processing and providing support for advanced products and services
Educating and assisting customers with technology sources and products
Opening new accounts
Servicing new and existing customers
Adhering to operational controls, legal, corporate, and regulatory procedures
Participating in a Saturday work schedule rotation
Meeting assigned company strategic goals

Responsibilities

Delivers outstanding customer service by executing financial transactions in accordance with bank policies and procedures.
Greets each customer and provides an overall positive customer experience while assisting them with their individual banking needs.
Accurately and efficiently processes customer transactions, while adhering to company policies and ensuring a positive customer experience.
Maintains an accurate and acceptable record of daily cash drawer balance, ensuring all transactions are accounted for and discrepancies are promptly addressed in accordance with company policies.
Ensures the accurate balancing and reconciliation of coin counters, cash recyclers, and ATM’s as assigned, following established procedures to maintain operational efficiency and financial integrity.
Collaborates with coworkers by providing support and assistance as needed, actively helping to solve routine problems and contribute to a productive team environment.
Continuously utilize sales aids and training materials to enhance and maintain in-depth knowledge of existing and new products, ensuring the ability to effectively communicate features and benefits to customers and drive sales performance.
Follows up on documentation and customer requests, ensuring proper documentation and follows compliance guidelines.
Serve as a “trusted advisor” to customers by providing expert guidance, personalized recommendations, and building strong lasting relationships that align with their needs and drive long-term customer satisfaction and loyalty.
Processes CSB Consumer Loans to include educating the customer on products, making appropriate recommendations and closing the loan. (In person and online applications).
Independently processes domestic and foreign wires while adhering to bank policy and procedures.
Resolves problems independently while knowing when to consult higher authority.
Processes and provides support for advanced products and services including Business/Trust/Estate accounts, Retirement Plans to include IRA’s and HSA’s. Opening/closing safe deposit boxes, etc.
Proactively educates and assists customers with all technology sources and products such as: ATMs, On-line Banking, Bill-Pay, Mobile Banking, and Voice Response Systems.
Opens new accounts and services both new and existing customers by utilizing a variety of methods including in person, electronic, telephone and mail correspondence.
Adheres to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
Participates in a Saturday work schedule rotation.
Meets assigned company strategic goals including cross-sells, referrals and sales of products and services.