Retail Relationship Banker

Serves customers by providing trusted banking advice, processing a variety of banking transactions, and promoting positive customer experiences and relationships.

Requirements

• Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
• Is proficient with all required computer systems.
• Efficiently opens all retail products and services for customers.
• Ensures accuracy for new accounts and makes corrections as necessary
• Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
• Ensures customers are informed and comfortable using our products and engaging with our technologies.
• Follows through on all referrals and refers business to our commercial, insurance and investments partners.
• Seeks opportunities to develop new banking relationships from his or her own network and from the community.
• Follows all policies and procedures.
• Assists customers with all service requests including but not limited to: account and statement Research, safe deposit box access, rate and yield quotes, night deposit agreement initiation and processing, lost or stolen cards and transaction disputes.
• Conducts transactions on behalf of customers.
• Works with assigned teams to complete bank projects.