Relationship Banker

First Guaranty Bank-posted 3 months ago
Full-time • Entry Level
Hammond, LA
Credit Intermediation and Related Activities
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The Relationship Banker position is responsible for delivering excellent customer experiences to current and potential customers. Associates in this position will display effective communication skills and exhibit a good knowledge of the deposit products and services offered, along with the skills necessary to process a variety of financial transactions while operating a teller drawer or cash recycler. This position is also responsible for offering referral opportunities that will result in outcomes that define excellent customer service.

  • Consults with account holders to identify banking needs.
  • Provides information and sells new deposit products and services, including but not limited to, DDA, SAV, IRA's, certificates of deposit and money market accounts.
  • Quotes rates, service charges, restrictions, and other relevant information about the products and services available.
  • Prepares necessary paperwork for opening new accounts and input on computer.
  • Orders checks and Debit Cards.
  • Completes account packets with required documentation and submits to Deposit Operations within the required time frame.
  • Maintains files on the account status of branch customers; informs customers when fixed time deposit accounts have matured; renews accounts or opens new accounts.
  • Responds to and provides resolution to customer inquiries on account status; researches problems and concerns.
  • Must be proactive in meeting the needs of customers, such as utilizing tools provided to offer additional products and retain existing relationships.
  • Maintains required monthly cross-sell ratio by offering other bank services.
  • Achieves required monthly referrals for bank products and services to current and prospective customers.
  • Maintains required customer retention at an acceptable level.
  • Utilizes the appropriate support department, handles and relays power of attorneys, successions, estates, subpoenas, and court orders that are received.
  • Collects charge-offs.
  • Successfully completes and documents monthly portfolio retention calls.
  • Assists customers with wire transfer requests.
  • Processes a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments.
  • Maintains appropriate level of cash on hand, records all transactions accurately, and is responsible for managing and balancing a cash drawer.
  • 1 year of experience in customer service required.
  • 6 months of cash handling experience required.
  • High school diploma or equivalency, associate degree preferred.
  • General knowledge of DDA, SAV, IRA, CD, and money market accounts preferred.
  • Must possess a strong work ethic, positive attitude, good communication skills, and good computer skills.
  • Medical, dental, vision, and basic life/AD&D insurance.
  • Prescription drug benefits.
  • Long term disability and salary continuance (short-term disability).
  • Paid holidays, paid vacation and sick leave.
  • Tuition reimbursement program.
  • 401k.
  • Section 125 cafeteria plan.
  • Opportunity to earn FGB stock grants.
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