See more Collapse

Relationship Officer

2 months ago

Bedford, United States Bankprov Full time
Job DescriptionJob Description

BankProv:

BankProv is the nation’s 10th oldest bank, proudly rooted in a legacy of trust and reliability. As a full-service commercial bank, we offer a unique blend of traditional banking services and innovative financial solutions tailored to meet the needs of our diverse clientele. We provide fully insured business accounts, advanced cash management tools, and a variety of lending options, including small business, real estate, acquisition finance, mortgage warehouse facilities, and renewable energy lending.

Our commitment to our community goes beyond banking. We are dedicated to fostering financially strong and thriving communities, investing in our clients' success, and supporting the growth of local businesses. As a subsidiary of Provident Bancorp, Inc. (NASDAQ: PVBC), we leverage our heritage and forward-thinking approach to make a positive impact.

Our culture at BankProv is built on a foundation of core values: collaboration, empathy, courage, and innovation. We believe in working together to achieve common goals, understanding and addressing the needs of our clients and colleagues, taking bold steps to overcome challenges, and constantly seeking new ways to improve and evolve. We are looking for tech-savvy individuals who share our values and are eager to help us drive the future of banking.

BankProv operates within the Entrepreneurial Operating System (EOS) model, embodying an entrepreneurial spirit that drives us to be curious, embrace change, and push beyond our comfort zones. Join us as we shape the future of banking.

Position Summary:

The Relationship Officer is directly responsible for creating and maintain a strong client -centric culture though sales, service, and cultural performance of the branch team. This position is responsible for monitoring the branch’s sales performance, oversight on operational efficiency, and ensuring a high level of service is provided to clients and customers. In addition, this position does provide supervisory mentoring, coaching and performance development of branch employees.

Essential Job Functions:

  • Develops new business by establishing and growing existing client relationships to meet sales goals.
  • Recognizes and builds upon sales and business relationship opportunities.
  • Promotes the banks products and services in the local markets.
  • Looks for ways to drive new business into the office including attending community events.
  • Actively cross sells banks products and services, referring customers to other departments when appropriate.
  • Develops and maintains revenue-generating client relationships by calling on prospects or existing customers and determines their needs and appropriate product and services.
  • Provides exceptional customer service building rapport and relationships.
  • Strives to guarantee client satisfaction by engaging with customers to welcome them, personalize the experience and determine the best way to serve them.
  • Embraces the Bank’s mission, CORE values and cultural foundation by taking personal initiative and setting a positive example for others to emulate.
  • Processes financial transactions, practices sound cash handling processes and answers inquiries and/or resolves simple to complex concerns on customer accounts.
  • Understands and observes all security and regulatory banking requirements to maintain compliance within State and Federal guidelines.
  • Answers questions and/or resolves complex technical problems on clients’ accounts.
  • Oversees daily compliance standards are being met for the office.
  • Active participant in development and training of branch staff.
  • Leads sales efforts of staff by attending meetings, participating in ongoing trainings, and makes sure staff is aware of strategic focus of the bank.

Preferred Knowledge, Skills, and Abilities:

  • Ability to educate clients on present features and benefits of products and services to meet individual needs.
  • Ability to work well with clients and employees, as well as actively listen, interpret information, and interact in a positive, helpful manner.
  • Provides exceptional customer service skills that include assessing customer needs and exceeding expectations through recommendations and effective problem resolution consistent with standard practices.
  • Ability to act individually and within a team environment to achieve branch-wide goals and activities.
  • Must possess excellent judgment with the ability to accept responsibility and handle confidential information.
  • Strong organizational skills with the ability to prioritize multiple tasks in any given situation. Must be able to adapt to change.
  • Strong written and verbal communication skills.
  • Ability to handle basic math skills.
  • Ability to organize and prioritize work, with delegation when necessary.
  • Ability to work effectively with individuals and groups across the company to manage internal and external client relationships.

Preferred Education and Experience:

  • High school diploma or GED required.
  • Seven years of retail banking and sales experience.
  • Must have demonstrated ability to supervise or lead a team in current or prior work experience.
  • Preferred five years of managing and /or supervising groups of three or more people.

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing duties of this job, employees may occasionally be required to stand; walk; sit; use hands, or feel objects, tools or controls; reach with hands and arms; speak clearly and hear efficiently. Employees may occasionally lift and/or move up to, or in excess of 10 pounds. Specific vision abilities may be required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Prolonged periods of sitting at a desk and working on a computer.

Travel:

Availability to travel on short notice to meet immediate business needs may be required.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

BankProv is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. If you need assistance or accommodation completing the employment application, please contact us at humanresources@bankprov.com and we will gladly assist you.

We have other current jobs related to this field that you can find below

  • Relationship Specialist

    1 month ago

    Bedford, United States Bankprov Full time

    Job DescriptionJob Description*** Looking for a career? Don't know where to start? Let BankProv show you how to develop your career in financial services. *****BankProv:BankProv is the nation’s 10th oldest bank, proudly rooted in a legacy of trust and reliability. As a full-service commercial bank, we offer a unique blend of traditional banking...

  • Branch Office Administrator

    1 month ago

    Bedford, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    2 weeks ago

    Bedford, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    3 weeks ago

    Bedford, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    2 weeks ago

    Bedford, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    2 weeks ago

    Bedford, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Automotive Business Office Corporate Controller

    2 months ago

    Bedford, United States Bedford CDJR Full time

    Job DescriptionJob DescriptionJob Description:Experienced Only Automotive Business Office Corp Controller Bedford Chrysler Dodge Jeep Ram​ We are seeking a motivated Controller who is ready to advance. We need a quick learner with the ability to thrive in high paced environments and is equipped with strong project management skills, while being able to...

  • Automotive Business Office Corporate Controller

    3 months ago

    Bedford, United States Bedford CDJR Full time

    Job DescriptionJob DescriptionJob Description:Experienced Only Automotive Business Office Corp Controller Bedford Chrysler Dodge Jeep Ram​ We are seeking a motivated Controller who is ready to advance. We need a quick learner with the ability to thrive in high paced environments and is equipped with strong project management skills, while being able to...

  • Office Manager

    1 month ago

    Bedford, United States David Honaker - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:Competitive salaryOpportunity for advancementPaid time offTraining & developmentBonus based on performanceROLE DESCRIPTION:As Office Manager with David Honaker State Farm Agency, you equip our agency to continually achieve its goals, while serving our customers. Not only will you be trained in taking special care of our...

  • Retail Mortgage Loan Officer

    2 months ago

    New Bedford, United States Mutual of Omaha Mortgage Full time

    Job DescriptionJob DescriptionAre you currently a productive loan officer wanting to take your business to the next level?  If so, join the team at Mutual of Omaha Mortgage.  We are part of the iconic brand and nationally recognized Fortune 300 company that has been in business over 100 Years!   Mutual of Omaha Mortgage is inspired by hometown values and...

  • Retail Mortgage Loan Officer

    3 months ago

    New Bedford, United States Mutual of Omaha Mortgage Full time

    Job DescriptionJob DescriptionAre you currently a productive loan officer wanting to take your business to the next level?  If so, join the team at Mutual of Omaha Mortgage.  We are part of the iconic brand and nationally recognized Fortune 300 company that has been in business over 100 Years!   Mutual of Omaha Mortgage is inspired by hometown values and...

  • Office Representative

    2 weeks ago

    Bedford, United States Bam Childress - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceCompetitive salaryFree food & snacksOpportunity for advancementTraining & developmentROLE DESCRIPTION:As an Account Manager for State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison...

  • Office Representative

    3 months ago

    Bedford, United States David Peterson - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewState Farm Insurance Agent located in Bedford, TX is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for David Peterson - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home...

  • Office Representative

    3 months ago

    Bedford, United States Reinhardt State Farm Agency Full time

    Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.  Responsibilities: Establish customer relationships and...

  • Office Representative

    3 months ago

    Bedford, United States Brent Maudlin - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition Overview:Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.Responsibilities:Establish...

  • Office Representative

    2 weeks ago

    Bedford, United States Judy Macy - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Multiline Specialist. Energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who...

  • Assistant Office Manager

    3 months ago

    Bedford, United States David Peterson - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish...

  • Dental Assistant

    2 months ago

    Bedford, United States Meadow Park Family Dentistry Full time

    Job DescriptionJob DescriptionWe're looking for a dental assistant who wants to join our growing private practice. Our office is based around building trust and building relationships. We take pride in making a difference in our patients lives on a daily basis.Our office offers an extraordinary opportunity for someone looking to grow in the field of...

  • Housing Manager- South Haven Woods

    1 month ago

    Bedford, United States United Church Homes, Inc. Full time

    Community Name: South Haven Woods The Housing Manager position is responsible for managing the operations, leasing activity, renewals, collections, financial reporting, supplies, and communications of the assigned senior living community, while maintaining a high level of customer service with all residents and potential customers. Essential Functions...

  • Housing Manager- South Haven Woods

    3 months ago

    Bedford, United States United Church Homes Full time

    Community Name: South Haven WoodsThe Housing Manager position is responsible for managing the operations, leasing activity, renewals, collections, financial reporting, supplies, and communications of the assigned senior living community, while maintaining a high level of customer service with all residents and potential customers. Essential Functions...