Relationship Specialist

Benchmark Community Bank•Halifax, VA

1d•Onsite

About The Position

Benchmark Community Bank is seeking an outgoing and service-oriented Relationship Specialist for its branch in Halifax, Virginia. This role is crucial for leaving a lasting impression and assisting customers with various financial transactions. Benchmark Community Bank is a full-service, progressive financial institution established in 1971, deeply involved with its communities in Southside Virginia and northern North Carolina. The bank prides itself on strong, steady growth, local ownership, and a commitment to giving back to the community. It offers excellent benefits, a dynamic work environment, and opportunities for advancement and professional development. As a Relationship Specialist, you will be the first point of contact for customers at the Halifax branch, greeting them cheerfully and building relationships. Your daily tasks include efficiently processing routine financial transactions such as deposits, withdrawals, checks, and loan payments. You will also leverage your product knowledge to recommend financial products and services tailored to customers' current and future needs. Responsibilities also involve maintaining and balancing a cash drawer with proper controls, assisting customers via phone or online with basic transactions like account inquiries, transfers, and loan applications. You will answer questions about products and services for both existing and potential customers, solve problems, and handle various service opportunities including new account processing, updating customer information, and providing needs-based solutions. The role emphasizes a fun, supportive team environment and a strong focus on customer service.

Requirements

Excellent relationship building skills
Experience working with the public and handling money
Basic math and computer skills
Passionate about providing excellent customer service
Friendly and personable
Excellent communication skills
Detail-oriented and conscientious
Thrive in a fast-paced environment
Remain confident and calm in challenging situations
Desire to work for a company who is as passionate about your community as you are

Nice To Haves

3-5 years of previous banking experience

Responsibilities

Cheerfully greet customers as they walk through the doors at the Halifax branch
Build relationships with customers
Efficiently process routine financial transactions such as deposits, withdrawals, checks, and loan payments
Utilize product knowledge and recommend financial products and services to meet customer needs
Maintain a cash drawer with all proper controls, vouchers, receipts, security, and proofs, ensuring it balances at the end of each day
Assist customers on the phone or online with basic financial transactions such as looking up account info, posting transfers, and taking loan applications in a timely, accurate, and friendly manner
Answer questions about products and services for both existing and potential customers
Solve problems for customers
Take on all service opportunities, including new account processing, updating customer and account information, and providing needs-based solutions for customers