Relationship Banker

Burke & Herbert Bank•Leesburg, VA

14d•$20 - $22

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-line specialists when appropriate. This customer-facing role demonstrates the Bank’s “Service Beyond Expectations” Begins with Me promise. The position works in a clerical office setting and may require travel. The employee is cross-trained as a Customer Service Teller and may be cross-utilized according to branch needs. The position has no supervisory responsibilities.

Requirements

High school diploma or equivalent.
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.
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, as needed.

Responsibilities

Open consumer and business bank accounts, including loan and deposit accounts.
Provide a broad range of account-opening and customer services.
Identify and complete referrals to other lines of business, including Mortgage, Investments, Cash Management, Commercial Loans, and Insurance.
Identify opportunities to cross-sell bank services and products.
Assist clients with account reconciliations, account maintenance, online and mobile 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, follow-up client calls, client onboarding, and client 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.
Travel when required.