Relationship Banker Jobs

About The Position

Requirements

• Customer Orientated
• Attention to Detail
• Oral/Written Communication
• Adaptable
• Problem Solving
• Dependable
• Technology Driven
• Value client experience & are capable of committing to a team culture like no other!
• Take pride in providing a quality product & having fun along the way!
• High school Degree or equivalent
• 1-2 years of experience in a community bank OR 1-2 years of experience in a customer service environment
• High numerical aptitude
• Dexterity to count money
• Ability to maintain confidential information
• Skills needed in a typical office environment, including computer skills & utilization of office equipment
• Regularly required to move about inside the office to access file cabinets, office machinery, attend meetings, etc.
• Ability to operate a computer, carry, handle & feel objects; reach with hands & arms; communicate effectively & efficiently in person & over the phone.
• Must occasionally lift &/or move up to 25 pounds or more with assistance.
• Ability to travel to other locations as needed.
• Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception & the ability to adjust focus.
• Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions of this job.

Responsibilities

• Provide a high level of customer service, including greeting walk-in customers & answering incoming calls in a friendly, professional manner.
• Perform paying & receiving functions for customers, including cashing checks, taking deposits, withdrawals, mortgage, consumer loan & other payments. Additionally, provide official checks & help customers with other transaction services.
• Assist customers with their current account needs, including checking, savings, certificates, & safety deposit boxes.
• Ensure that the assigned cash balances on a daily basis, is kept secure at all times & must keep cash drawer within assigned drawer limits.
• Understand & comply with the related laws & compliance regulations that pertain to all of your duties. Examples include bank secrecy act, privacy, & funds availability policy.
• Recognize any suspicious behavior & have the ability to make decisions when to consult management on any transactions.
• Successfully retain & expand the product & service offerings for our existing clients. This may include participating in joint calls with our partners, including contacting clients by phone, mail, email & in person to discuss their account relationships.
• Assist clients with providing recommendations to meet their banking needs, this may include opening basic new accounts when needed.
• Recommend policy/procedure enhancements to better serve customers & coworkers.
• Refer clients with lending needs to a team member who can assist them.
• Achieve personal goals set by you & your Manager.
• Achieve Team Partnership (referral) results based on annual targets communicated by your Manager.
• Assist in the successful achievement of goals set for the Branch and Bank as defined by the bank’s annual organizational objectives.
• Have a thorough understanding of current market trends/conditions.
• Have a thorough understanding of the various products & services the bank offers & effectively communicate the value of those services & products to the client or introduce them to the appropriate expert.
• Assess emerging issues & potential liabilities.
• Have a basic understanding of the compliance function & provide support in this area when needed.
• As a part of the overall team of bank employees, you may be requested to assist in the support of other bank activities.
• Promote the AMAZING positive & energetic environment at Profinium by embracing our Purpose, Pledge & Pursuits (P3’s) & Core Values to guide your behavior.