Relationship Banker

Burke & Herbert Bank & Trust•Petersburg, WV

19d

About The Position

Under the direction of the Community Bank Manager, the Relationship Banker performs a wide variety of banking duties, including opening accounts, taking loan and line-of-credit applications, and referring customers to product specialists when appropriate. In this customer-facing role, the employee demonstrates the Bank’s “Service Beyond Expectations” Begins with Me promise. The position is cross-trained as a Customer Service Teller and may be cross-utilized based on branch needs. It has no supervisory responsibilities. Travel may be required.

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 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.
Ability to be cross-trained as a Customer Service Teller and cross-utilized according to branch 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 range of consumer and business 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 relevant 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 clients using bank systems.
Organize work, including sales tracking, planning, client follow-up calls, 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.