Relationship Banker

Burke & Herbert Bank & Trust•Reston, VA

26d•Onsite

About The Position

Under the direction of the Community Bank Manager, the Relationship Banker performs a wide variety of customer-facing banking duties, including opening accounts, taking loan and line-of-credit applications, and referring customers to product-line specialists such as mortgage, wealth management, and business banking. The 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 deposit and loan products. Relationship Bankers assist customers with account reconciliations and maintenance, online and mobile services, wire transfers, debit cards, check orders, overdraft assistance, CDARS and IRA accounts and transactions, and consumer loan products. They identify customer needs, cross-sell relevant products and services, make referrals to other lines of business, and educate and profile customers using bank systems. Teller duties may also be required, and the employee must be cross-trained and available for cross-utilization based on branch needs. The role includes organizing sales tracking, plans, customer follow-up calls, onboarding, and retention; adhering to company policies, procedures, security practices, and defined service principles; and working closely with Relationship Bankers and Customer Service Tellers. The position has no supervisory responsibilities. It operates in a clerical office setting, with duties conducted by telephone, in person, and on a computer. Travel may be required. For applicants in Virginia, the anticipated pay range is $20.00–$22.00 per hour; additional compensation such as bonuses or incentive pay may be available where applicable.

Requirements

High school diploma or equivalent.
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 skills, and math skills.
Good listening and problem-solving skills.
Ability to perform teller duties as needed and to be cross-trained as a Customer Service Teller.
Ability to travel as required.
Ability to perform the physical demands of the role, including manual dexterity, lifting files, opening cabinets, bending, stooping, and standing as necessary.

Nice To Haves

Prior retail banking experience preferred.
Prior customer service experience preferred.
Notary services and NMLS registration, as needed.

Responsibilities

Open a wide variety of consumer and business bank accounts, including deposit and loan products.
Take loan and line-of-credit applications.
Identify and complete referrals to other lines of business, including mortgage, investments, cash management, commercial loans, and insurance.
Identify customer needs and cross-sell appropriate bank services and products.
Assist customers 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 customers using bank systems.
Organize work, including sales tracking, plans, customer follow-up calls, onboarding, and retention.
Adhere to company policies and procedures and follow operational and security procedures.
Demonstrate the Bank’s defined service principles and “Service Beyond Expectations” Begins with Me promise.
Work closely with fellow Relationship Bankers and Customer Service Tellers and be cross-trained and cross-utilized according to branch needs.
Perform other duties as assigned.