Relationship Banker
About The Position
Under the direction of the Community Bank Manager, the Relationship Banker performs a wide variety of duties, including opening accounts, taking loan and line-of-credit applications, and referring clients to product-line 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 has no supervisory responsibilities and may require travel. The employee must be cross-trained as a Customer Service Teller and may be cross-utilized based on branch-office needs. The role operates in a clerical office setting, with work conducted by telephone, in face-to-face meetings, and on a computer. It routinely uses standard office equipment. Physical demands include manual dexterity, lifting files, opening cabinets, and bending, stooping, or standing as necessary.
Requirements
- High school diploma or equivalent required.
- Comfort and confidence in a sales and service environment.
- Highly goal oriented.
- Ability to work as part of a team and closely with fellow Relationship Bankers and Customer Service Tellers.
- Professional manners and good interpersonal skills.
- Computer knowledge, good typing and math skills, and the ability to listen and solve problems.
- Ability to be cross-trained as a Customer Service Teller and cross-utilized according to branch-office needs.
Nice To Haves
- Prior retail banking experience.
- Prior customer service experience.
- Additional services or qualifications as needed, such as Notary and NMLS registration.
Responsibilities
- Perform a broad variety of account-opening and customer-service activities.
- 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 banking 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 work to include sales tracking, plans, follow-up client calls, client onboarding, and client retention.
- Adhere to company policies and procedures and follow operational procedures, including security procedures.
- Demonstrate the Bank’s “Service Beyond Expectations” Begins with Me promise by following its defined principles.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
