Relationship Banker

Burke & Herbert Bank & Trust•Pineville, WV

About The Position

Under the direction of the Community Bank Manager, the Relationship Banker performs a wide variety of 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. This customer-facing role demonstrates the Bank’s “Service Beyond Expectations” Begins with Me promise. The position provides account-opening and customer services for consumer and business banking, including loans and deposits. The Relationship Banker assists clients with account reconciliations and maintenance, online and mobile banking, wire transfers, debit cards, check orders, overdraft assistance, CDARS and IRA accounts and transactions, and consumer loan products. The role may also include teller duties, client education and profiling, sales tracking, follow-up calls, onboarding and retention activities, and cross-selling appropriate products and services. The employee follows company policies, procedures, operational processes, and security requirements, and may be cross-trained and cross-utilized as a Customer Service Teller based on branch needs. The position has no supervisory responsibilities. It operates in a clerical office setting, with work conducted by telephone, in face-to-face meetings, and on a computer. Travel may be required. Other duties may be assigned, and duties and responsibilities may change.

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 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.
Ability to travel if required.
Position requires manual dexterity and the ability to lift files, open cabinets, bend, stoop, or stand as necessary.

Nice To Haves

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

Responsibilities

Open a wide 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 and cross-sell relevant 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 and complete sales tracking, plans, follow-up client calls, client onboarding, and client retention activities.
Adhere to company policies and procedures and follow operational and security procedures.
Demonstrate the Bank’s “Service Beyond Expectations” Begins with Me principles.
Perform other duties as assigned.
Cross-train as a Customer Service Teller and work in that capacity based on branch office needs.