Relationship Banker - Charlotte NC Office
About The Position
The Relationship Banker role focuses on providing exceptional service to customers, prospective customers, and bank associates, ensuring professional interactions aligned with Park Promises and Serving More standards. This position is responsible for fostering and strengthening retail banking customer relationships, resolving basic to moderately complex customer issues, and coordinating sales efforts across various lines of business such as Mortgage Lending, Commercial/Cash Management, and Wealth Management. The Relationship Banker acts as the customer's personal banker, utilizing the bank's Contact Management philosophy to strengthen relationships, offer relevant products and services, and drive digital product adoption. The role also involves originating, retaining, and maintaining customer accounts, addressing inquiries, completing transactions, and assisting Branch Management with daily operations. Continuous training in product knowledge, digital products, financial services, and sales is required, along with adherence to compliance and risk management policies. Travel within the Park National footprint is expected.
Requirements
- High School Diploma or GED required
- 2-4 years experience in banking, sales, relationship management, or a related field required
Responsibilities
- Provide exceptional service to customers, prospective customers, and bank associates by ensuring prompt, professional interactions that fully align with Park Promises and Serving More standards.
- Foster and strength retail banking customer relationships and resolve basic to moderately complex customer issues/concerns.
- Coordinate sales efforts, retail, and business relationship management activities ensuring effective analysis and communication across all lines of business such as the Banking Center Network, Mortgage Lending, Commercial/Cash Management, Wealth Management)
- Act as the customer's personal banker, utilizing the bank's Contact Management philosophy and strategy to strengthen relationships, offer products and services that align with customer needs, and provide exceptional customer services.
- Execute retail banking initiatives and strategies through consultative relationship management.
- Cross sell products and services and perform related clerical functions, such as account and customer maintenance
- Originate, retain, and maintenance customer accounts, including but not limited to Retail Deposit Accounts, Digital Products and Services, Small Business Deposit Accounts.
- Address a variety of customer inquiries and complete transactions promptly, accurately, and within designated authority; requests, may be in person, by phone, virtual, and/or digital/website (including processing teller transactions, as needed).
- Act as advocate of digital product adoption for customers and internal support for branch associates
- Assist Branch Management with daily Branch Operations duties such as generating reports and gathering data, as needed
- Complete ongoing product knowledge, digital product knowledge, financial services and sales-oriented training in addition to all required course training to sustain broad base of product, service and sales knowledge
- Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
- Deliver a consistent, high level of service within our Serving More standards
- Travel within the Park National footprint is expected.
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
