Relationship Banker
Burke & Herbert Bank • Pineville, WV5d
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Relationship Banker
Burke & Herbert Bank•Pineville, WV
About The Position
Under the direction of the Community Bank Manager, the Relationship Banker performs a wide variety of banking duties, including opening accounts, taking loan and line-of-credit applications, and referring customers to product-line specialists such as mortgage, wealth management, and business banking specialists. This customer-facing role demonstrates the Bank’s “Service Beyond Expectations” Begins with Me promise. The position provides account-opening and customer services for consumer and business banking products, helps clients manage their accounts and use online and mobile services, identifies opportunities to recommend other products, and may perform teller duties. The employee is cross-trained as a Customer Service Teller and may be assigned teller or other duties based on branch needs. The position has no supervisory responsibilities.
Requirements
- High school diploma or equivalent.
- Comfort and confidence in a sales and service environment.
- Goal-oriented approach.
- Ability to work as part of a team and closely with fellow Relationship Bankers and Customer Service Tellers.
- Professional manners and good interpersonal skills.
- Computer knowledge, good typing and math skills, and the ability to listen and solve problems.
- Must be cross-trained as a Customer Service Teller and able to be cross-utilized based on branch office needs.
Nice To Haves
- Prior retail banking experience.
- Prior customer service experience.
- Notary services and NMLS registration.
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 relevant bank services and products.
- Assist clients with account reconciliations, account maintenance, online and mobile products and 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 and complete sales tracking, plans, follow-up client calls, client onboarding, and client retention activities.
- 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 its defined principles.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
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