Relationship Guide

2 weeks ago

Forest Hill, United States Rosedale Federal Savings and Loan Association Full time
Job DescriptionJob Description

Join Rosedale Federal and Be a Part of OUR STORY

At Rosedale Federal, we pride ourselves on being a community bank. We are a highly successful, growing financial institution with a rich 116-year history, over $1 billion in assets, 13 retail branch locations in MD, and approximately 150 employees. Our culture, strategic vision, and core values center around community, both internal and external. We believe what sets us apart is our strong commitment to our people - employees, customers, and communities - with a focus on employee engagement and recognition, work/life balance, growth and development opportunities, personal connections, delivering an exceptional personal touch customer experience, charitable giving, employee involvement in our communities, financial literacy, and so much more.

About the Job

Rosedale Federal is currently seeking a Relationship Guide to join our team in Forest Hill branch. This branch position is responsible for providing an outstanding customer experience while assisting customers with their basic banking needs, processing transactions and educating them about the Bank's products and services. The Relationship Guide I, embraces the Bank's relationship sales culture and seeks to build and deepen customer relationships. Professionalism, customer service delivery, and teamwork are key to this position.

In this position you will:

  • Create an outstanding customer experience that is personalized, responsive and convenient.
  • Effectively engage in conversations with customers and seek to understand their needs.
  • Ensure that customers are serviced in a timely, accurate and thorough manner.
  • Commit to learning all Bank products and services, and effectively discuss them with customers while addressing specific benefits related to their banking needs.
  • Seek to build and deepen customer relationships by assisting with their banking needs, effectively handling questions and providing solutions.
  • Educate customers on how to access RFSL 24-7 through the various channels. Guide customers step by step through processes (i.e. online banking, ATM PIN reset).
  • Process transactions which may include checking and savings deposits and withdrawals, loan transactions, safe deposit box payments and official checks.
  • Process the following: CD penalties, stop payments, ACH stop payments, currency transaction reports, PIN resets, debit card and ACH disputes, and debit card orders.
  • Adhere to cash handling, security and other operational policies and procedures.
  • Perform other duties as assigned.

This list of essential functions is not necessarily exhaustive and may be supplemented, or otherwise revised by the employer, at its sole discretion.

What we are looking for:

  • High School diploma, or equivalent.
  • 0 - 2 years customer service experience.
  • Cash handling experience preferred.
  • Excellent customer service and verbal and written communication skills.
  • Strong interpersonal skills.
  • Customer relationship focused.
  • Accurate and detail oriented.
  • Team player.
  • Adaptable.
  • Ability to count large sums of cash and coin.
  • Problem solving ability.
  • Basic knowledge of personal computers.
  • Dependable.

WORKING CONDITIONS / PHYSICAL REQUIREMENTS

  • Must be able to remain in a standing position for long periods of time (50%-75% of the time)
  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • Ability to work at other branch locations based on business need.
  • Ability to work a schedule that includes evenings and weekends and flexibility during the week.
  • Must be able to lift up to 60 pounds.

Benefits you will enjoy:

  • 401(k) - fully vested employer match and discretionary year end employer profit share contribution
  • Health Savings Account with generous employer contribution
  • Wide variety of Voluntary Benefit Options
  • Employer subsidized Health & Wellness Fitness Program
  • Generous paid time off including Birthday Day Off
  • Paid Parental Leave
  • Discretionary performance-based bonus program
  • RISE Employee Recognition Program
  • Paid Community Outreach Hours

We are an equal opportunity employer. Employment selection and related decisions are made without regard to race, color, religion, sex or gender (including pregnancy), age, marital status, disability, national origin, veteran status, sexual orientation, gender identity, genetic information or any other protected class.

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