The Relationship Banker is a sales-solution, service, and transaction provider for all consumer and business customers. Through financial conversations, Relationship Bankers are trusted banking advisors responsible for identifying customer needs while deepening relationships by recommending appropriate sales and service solutions.
Requirements
- Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.
- Provides a best-in-class customer experience by accurately processing transactions and new account openings in a timely and professional manner.
- Proactively conducts financial conversations with customers to identify banking needs.
- Meet individual and branch sales goals by maximizing each customer interaction and through proactive prospecting activities such as reviewing customer profiles, outbound calling, and community activities.
- Markets a full range of consumer and small business banking services to existing customers and prospects.
- Opens consumer & small business accounts, originates and closes loans, performs maintenance changes to existing accounts, answers customer questions and resolves account related problems.
- Demonstrates ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and customer satisfaction.
- Demonstrates expert Digital Banking knowledge and proficiency.
- Adhere to all bank policies and procedures, audit, regulatory and security guidelines.
- Provides flexibility of coverage during branch hours of operation and at other branches as needed.
- Must attend and successfully complete trainings related to position.
- Performs related and unrelated duties as may be needed.
Benefits
- 401k Matching
- Retirement Plan
