Relationship Banker

Burke & Herbert Bank & Trust • Petersburg, WV

72d

About The Position

Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank’s 'Service Beyond Expectations' Begins with Me promise.

Requirements

• High School diploma or equivalent required
• Prior retail banking experience preferred
• Prior customer service experience preferred
• Must be comfortable and confident in a sales and service environment
• Highly goal oriented
• Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers
• Must have and exhibit professional manners and exhibit good interpersonal skills
• Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver

Nice To Haves

• Other services as needed, such as Notary and NMLS registration

Responsibilities

• Perform a broad variety of account opening and customer services
• Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits
• Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
• Ability to identify and cross-sell next bank services and products
• Assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
• Assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
• Perform teller duties such as receiving deposits, checks, and payments, and processing withdrawals when required
• Educate and profile clients using bank systems
• Organize work to include complete sales tracking, plans, follow up client calls, client onboarding and client retention
• Adhere to all policies and procedures of the company
• Follow operational procedures to include security
• Make the promise of 'Service Beyond Expectations' Begins with Me real and believable by following defined principles

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 251-500 employees