Relationship Banker - 2817 Genesee Street
About The Position
As a Relationship Banker at our 2817 Genesee Street office, you serve as a dedicated financial guide, responsible for cultivating long-term customer loyalty through a proactive and consultative approach. This role frequently transitions between providing support on the teller line and engaging with customers on the platform, identifying complex financial needs and delivering tailored solutions that align with customer goals. By engaging in purposeful outreach and caring conversations, the Relationship Banker uncovers opportunities for product depth and partner referrals, ensuring a seamless and elevated customer experience. As an experienced resource, this role provides essential mentorship and guidance to the team, holds a higher level of authority for transaction processing and problem resolution, and may act in the place of the Assistant Branch Manager or Branch Manager when appropriate to ensure operational continuity.
Requirements
- Associate’s Degree or equivalent required
- 3 years of experience in banking, customer service, cash handling, or retail sales preferred
- Ability to achieve NMLS certification and Signature Guarantee certification
- Strong understanding of products and services and a demonstrated ability to grow customer relationships through sales results
- Exceptional written and verbal communication skills, in English, with the ability to communicate confidentially, clearly, professionally, and confidently with customers, internal partners, management, and other stakeholders; bilingual is a plus
- Demonstrated commitment to delivering high-quality customer service with a courteous, patient, and professional demeanor
- Excellent attention to detail, active listening skills, and problem-solving skills with the ability to follow procedures and to think creatively assess customers’ needs
- Excellent interpersonal and leadership skills; ability to provide on the spot coaching and guidance to team members as needed
- Proven ability to manage multiple tasks simultaneously while remaining aware of surroundings and priorities
- Sound judgment, discretion, confidentiality, and a high level of integrity when handling confidential information
- Proficiency in Microsoft Office applications (Word, Outlook, Excel) and ability to effectively learn and utilize department specific systems and software
Nice To Haves
- Excellent Customer Service
- Relationship Building & Sales
- Digital Proficiency
- Problem Solving in a Detail-Oriented, Regulatory Environment
Responsibilities
- Processes transactions accurately and efficiently by following proper cash handling procedures; balances cash drawer and adheres to established cash limits, buying and selling currency from the vault
- Fields incoming customer service calls referencing knowledge of Company operations, products, services, and programs
- Answers account and banking related questions such as interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and consumer privacy policies
- Prevents and detects fraud by identifying counterfeit currency and monetary instruments, including cashier’s checks, money orders, and domestic/international wire transfers, following customer identity verification, adhering to check cashing and dual-control procedures
- Protects customer and Company resources by following security requirements such as executing branch opening and closing protocols ensuring branch safety
- Drives branch growth by leveraging caring conversations with customers to conduct in-depth needs assessments, proactively uncovering opportunities for products and services, and delivers referrals to internal business partners
- Opens and closes all types of customer accounts (e.g. checking, trust, business), takes loan applications, completes debit card disputes, completes domestic/international wire transfers, and orders debit cards as appropriate
- Provides key support to the Banker I, Banker II, and Head Banker, by serving as a peer mentor and subject matter expert for complex customer service inquiries related to platform transactions that may require higher level of approval
- Collaborates with branch team members and internal partners to research and resolve customer concerns to ensure seamless service and relationship retention
- Maintains up-to-date knowledge of and adheres to applicable Company policies and procedures, and federal regulations, such as the consumer protection laws governing loan origination
Benefits
- Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
- Medical, Dental, and Vision Insurance and Flexible Spending Plan
- Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
- Education and Tuition Reimbursement
- Employee Assistance Program for our employees and their immediate family members
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
