Relationship Banker

24 hours ago

New York, United States New Edge Associates Inc Full time

Job Summary: MUST BE BILINGUAL ENGLISH & SPANISH A relationship banker is the liaison between the customer and the financial institution, building and maintaining that relationship and offering advice on everything from personal and business accounts to investments, loans and trust management services. As a relationship banker, you will have broad knowledge of the products and services offered by the bank as well as the needs and financial goals of your clients, helping them optimize and manage their accounts. Essential Duties & Responsibilities: Responsible for opening checking accounts, savings accounts, and provides all other deposit product services at the customer's request. Looks for products/services to benefit customers & actively informs/sells these benefits/products to clients. Works with customers to identify needs, follow through and close the sale. Responsible for supporting the teller line to keep the customer lines to a minimum and exhibit quality customer service (performs processing of financial transactions as needed). Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Participate in client/prospect calling activities during special deposit/loan campaigns. Assist in conducting and/or participate in meetings to enhance knowledge of sales initiatives/processes, bank products, operational processes and "exceptional" customer service delivery. Take loan applications for personal/retail consumer needs as required. Assist with dual control vault responsibilities and assists with audit controls. Assist branch management with 'on the job training" of new employees. Performs all other duties as assigned Minimum Requirements: High school diploma or general education degree (GED), some college education is preferred; or 3-4 years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.

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