Relationship Banking Specialist

About the position

The position involves attracting, advising, and serving existing and prospective customers through in-depth conversations and extraordinary service. The role requires developing a top customer calling list, completing High Touch Calls, and providing solutions to customer needs. The candidate will also be responsible for processing transactions, providing administrative support, and adhering to security procedures. Participation in departmental meetings and achieving long- and short-term goals is essential.

Responsibilities

• Attracts, advises, and serves existing and prospective customers using the C.A.R.E model.
• Provides extraordinary service to customers resulting in a full pipeline of referral opportunities.
• Responds directly and immediately to customer requests or needs.
• Develops a top customer calling list.
• Completes High Touch Calls to analyze customer relationships and provide recommendations.
• Listens, assesses, and solves customer problems.
• Completes IQ Lead calls to retain existing business and bring in new business.
• Maintains broad knowledge of products and services to support customer needs.
• Collaborates with internal business partners to provide a full range of financial solutions.
• Processes a wide array of transactions including opening new accounts and completing teller transactions.
• Provides solutions to customers' electronic banking needs and answers technical questions.
• Provides administrative support to the PBO/Supervisor and team.
• Assists with the accumulation and completion of various reports and logs.
• Contacts overdraft and delinquent customers.
• Maintains office supplies and performs file maintenance on customer accounts.
• Balances vault, cash advance machine, and ATM daily.
• Performs check cashing overrides when necessary.
• Opens and closes the branch in the absence of the PBO/Supervisor.
• Participates in departmental meetings to discuss and evaluate progress on goals.

Requirements

• High School diploma or GED.
• Associates Degree preferred.
• Minimum One (1) to Three (3) years in customer service and sales experience.
• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Basic computer skills and digital awareness.
• Typing speed of 40 wpm.
• Results-oriented mindset.
• Manual dexterity and numerical skills.
• Knowledge of all products and services and all office functions.
• Positive, enthusiastic attitude.
• Ability to multi-task.
• Proficient with Microsoft Office Suite or related software.