Oklahoma Employment Security Commission-posted about 1 year ago
Full-time • Entry Level
Norman, OK

The Relationship Banker position focuses on product sales and customer service, aimed at developing new customer relationships and strengthening existing ones. The role involves providing expert product advice, facilitating transactions, and ensuring customer satisfaction through effective problem resolution. This position is structured in levels, starting from Level 1 (Training) to Level 4 (Management Track), with progression based on performance and training completion.

  • Contribute to the achievement of branch sales goals through a consultative sales approach with new and existing customers.
  • Proactively make outbound calls to generate sales and strengthen customer relationships.
  • Identify opportunities to sell consumer loans and facilitate loan closings.
  • Deliver exceptional customer service by promptly acknowledging customers and addressing their needs.
  • Open and process various types of deposit accounts, from simple to complex.
  • Provide assistance for customer inquiries regarding deposit risk management and banking services.
  • Maintain in-depth knowledge of products, services, and competitors to effectively sell bank offerings.
  • Participate in branch promotions and marketing initiatives as directed.
  • Comply with bank policies, laws, and regulations, including BSA/AML Program requirements.
  • Strong customer service skills and experience in sales.
  • Ability to work independently and as part of a team.
  • Excellent communication and interpersonal skills.
  • Knowledge of banking products and services, including digital solutions.
  • Ability to handle customer complaints and resolve issues effectively.
  • Experience in the banking or financial services industry.
  • Familiarity with consumer loan processes and underwriting.
  • Sales experience in a retail environment.
  • Comprehensive health and life insurance coverage.
  • Financial wellness benefits.
  • Wellness programs and initiatives.
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