Relationship Banker

Burke & Herbert Bank•Easton, MD

14d•$20 - $22

About The Position

Under the direction of the Community Bank Manager, the Relationship Banker performs a wide variety of banking duties, including opening accounts, taking loan and line-of-credit applications, and referring customers to product specialists such as mortgage, wealth management, and business banking. This customer-facing role demonstrates the Bank’s “Service Beyond Expectations” Begins with Me promise. The position provides account-opening and customer services for consumer and business accounts, including loans and deposits. It supports clients with account reconciliations and maintenance, online and mobile banking, wire transfers, debit cards, check orders, overdraft assistance, CDARS, IRAs, and consumer loan products. The Relationship Banker may also perform teller duties, educate and profile clients using bank systems, track sales, follow up with clients, and support onboarding and retention. The role follows company policies, procedures, and security practices and may require travel.

Requirements

High school diploma or equivalent.
Comfort and confidence working in a sales and service environment.
Goal-oriented approach.
Ability to work as part of a team and closely with Relationship Bankers and Customer Service Tellers.
Professional manner and good interpersonal skills.
Computer knowledge, good typing and math skills, and strong listening and problem-solving abilities.

Nice To Haves

Prior retail banking experience.
Prior customer service experience.
Notary services and NMLS registration.

Responsibilities

Open a wide variety of consumer and business bank accounts, including loan and deposit accounts.
Identify and complete referrals to other lines of business, including Mortgage, Investments, Cash Management, Commercial Loans, and Insurance.
Identify and cross-sell appropriate bank services and products.
Assist clients with account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit cards, check orders, and overdraft assistance.
Assist with and open CDARS accounts and transactions, IRA accounts and transactions, and consumer loan products.
Perform teller duties when required, including receiving deposits, checks, and payments and processing withdrawals.
Educate and profile clients using bank systems.
Organize and complete sales tracking, plans, client follow-up calls, client onboarding, and client retention activities.
Adhere to company policies and procedures and follow operational and security procedures.
Deliver the Bank’s “Service Beyond Expectations” promise by following its defined principles.
Cross-train as a Customer Service Teller and be cross-utilized according to branch office needs.
Perform other duties as assigned.