Relationship Banker

Burke & Herbert Bank & Trust • Petersburg, WV

12d • $20 - $22

About The Position

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

The position works in a clerical office setting and routinely uses standard office equipment. Duties are conducted by telephone, in face-to-face meetings, and on a computer. Travel may be required. The role has no supervisory responsibilities.

Requirements

• High school diploma or equivalent.
• Comfort and confidence in a sales and service environment.
• 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.

Nice To Haves

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

Responsibilities

• Perform a broad variety of account-opening and customer-service duties.
• Open Consumer and Business Bank accounts, including loans and deposits.
• Identify and complete referrals to other lines of business, including Mortgage, Investments, Cash Management, Commercial Loans, and Insurance.
• Identify and cross-sell appropriate bank 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, including 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.
• Be cross-trained as a Customer Service Teller and cross-utilized according to branch office needs.

Benefits

• Commission plan for positions located in Fredericksburg, Virginia.
• Overtime paid at one and one-half times the normal hourly rate for hours worked in excess of 40 in a work week for positions located in Fredericksburg, Virginia.
• The position may be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED