Relationship Banker

Burke & Herbert Bank & Trust•Alexandria, VA

9h•Onsite

About The Position

Under the direction of Community Bank Manager, the Relationship Banker performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists such as mortgage, wealth management, and business banking. This customer-facing role is central to demonstrating the Bank’s “Service Beyond Expectations” Begins with Me promise.

Requirements

High School diploma or equivalent required
Must be comfortable and confident in a sales and service environment
Highly goal oriented
Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers
Must have and exhibit professional manners and exhibit good interpersonal skills
Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver
Other services as needed, such as Notary and NMLS registration
Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office

Nice To Haves

Prior retail banking experience preferred
Prior customer service experience preferred

Responsibilities

Perform a broad variety of account opening and customer services
Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits
Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
Ability to identify and cross-sell next bank services and products
Assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
Assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals
Educate and profile clients using bank systems
Organize work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention
Adheres to all policies and procedures of the company
Follows operational procedures to include security
Make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles
Other duties as assigned