Branch Relationship Banker
2 months ago
- Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
- Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
- Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
- Follows up with clients as needed.
- May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
- Responsible to resolve customer service issues.
- Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
- May be responsible for processing cash transactions and other customer service duties within the branch.
- Other duties as assigned. Qualifications:
- High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
- Previous experience in a financial sales representative-oriented role preferred.
- Working knowledge of mathematical calculations and standard banking products, services and transactions.
- Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.
- Proven customer service, interpersonal and communication skills, both verbal and written.
- Effective selling, cross-selling and referral skills.
- Solid mathematical, problem-solving and negotiation skills.
- Solid interpersonal & relationship building skills.
- Strong attention to detail and time management.
- Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Mental health benefits including coaching and therapy sessions
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Medical, Dental and Vision Insurance - START DAY ONE
- Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm Benefits:
- Strong attention to detail and time management.
- Solid interpersonal & relationship building skills.
- Solid mathematical, problem-solving and negotiation skills.
- Effective selling, cross-selling and referral skills.
- Proven customer service, interpersonal and communication skills, both verbal and written.
- Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.
- Working knowledge of mathematical calculations and standard banking products, services and transactions.
- Previous experience in a financial sales representative-oriented role preferred.
- High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
- Other duties as assigned. Qualifications:
- May be responsible for processing cash transactions and other customer service duties within the branch.
- Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
- Responsible to resolve customer service issues.
- May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
- Follows up with clients as needed.
- Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
- Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
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