Relationship Banker

Burke & Herbert Bank & Trust•Easton, MD

13d

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 specialists when appropriate. The role demonstrates the Bank’s “Service Beyond Expectations” Begins with Me promise. The employee is cross-trained as a Customer Service Teller and may be cross-utilized based on branch needs. This position has no supervisory responsibilities. The job operates in a clerical office setting, with duties conducted by telephone, in face-to-face meetings, and on a computer. Travel may be required. For applicants located in Maryland, the anticipated pay range is $20.00–$22.00 per hour. Additional compensation, such as bonuses or incentive pay, may also be available where applicable. Actual compensation depends on factors including skills, qualifications, experience, education, certifications, internal equity, and business needs.

Requirements

High school diploma or equivalent required.
Must be comfortable and confident in a sales and service environment.
Highly goal oriented.
Must be able 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, math skills, listening skills, and problem-solving ability.
Must be cross-trained as a Customer Service Teller and able to be cross-utilized based on branch office needs.

Nice To Haves

Prior retail banking experience preferred.
Prior customer service experience preferred.
Notary services and NMLS registration may be needed.

Responsibilities

Open a broad 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 opportunities to cross-sell 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, including completing sales tracking and plans, following up with client calls, and supporting client onboarding and retention.
Adhere to company policies and procedures and follow operational and security procedures.
Deliver the Bank’s “Service Beyond Expectations” Begins with Me promise by following defined principles.
Perform other duties as assigned.