Relationship Banker

Burke & Herbert Bank & Trust•Leesburg, VA

13d

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 referring customers to product specialists when appropriate. In this customer-facing role, the employee is expected to demonstrate the Bank’s “Service Beyond Expectations” Begins with Me promise. The position includes cross-training as a Customer Service Teller and cross-utilization according to branch needs. The role 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, and math skills.
Good listening and problem-solving skills.
Ability to be cross-trained as a Customer Service Teller and cross-utilized based on branch office needs.

Nice To Haves

Prior retail banking experience preferred.
Prior customer service experience preferred.

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 appropriate banking 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 completing sales tracking and plans, making follow-up 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.
Provide other services as needed, such as notary services and NMLS registration.
Travel when required.