Relationship Banker II

1 day ago

Plymouth, United States The Cape Cod Five Cents Savings Bank Full time
Description

SUMMARY:

In this customer-facing role, the Relationship Banker II will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location.

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:

  1. Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
  2. Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
  3. Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption
  4. Safeguards customer trust by upholding duty of customer confidentiality
  5. Must comply with all required laws, regulations, policies, and procedures
  6. Timely completion of all assigned learning activities
  7. Actively participate in banking center meetings and one-on-one coaching sessions
  8. Learns to fulfill all banking center opening and closing activities
  9. Advises and opens deposit accounts and consumer loan products and services to appropriately meet customer needs in a proactive manner
  10. Proficient in determining customers' existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc.
  11. Works to develop and maintain a comprehensive knowledge of the Bank's products and services, including consumer, business, non-profit, retirement, digital banking, debit cards, etc.
  12. Assists customers in preparing loan applications for home equity products and other consumer loans
  13. Participation/volunteerism in community groups and events
  14. Additional duties as assigned

EDUCATION, CERTIFICATIONS:

  • Associate's degree preferred and willingness to pursue higher educationBachelor's degree preferred
  • Eligible for Nationwide Mortgage Licensing System (NMLS) registration
  • Eligible for Notary Public commission

KNOWLEDGE, SKILLS & ABILITIES:

  • Minimum six months retail banking experience
  • Previous banking experience required, including processing customer transactions, deposit account openings, and platform services to serve a broad range of customer needs, e.g., check orders, debit card issuance, stop payments, debit card/ACH disputes, etc.
  • Prior customer relationship building experience
  • Must have cyber security awareness to protect the digital environment, the Bank, and customers
  • Strong verbal and written communication skills
  • Critical thinking, decision making and problem-solving skills
  • Ability to demonstrate core competencies for Relationship Banker II level

COMPETENCIES:

  • Courage
  • Technology Savviness/Digital Enthusiast
  • Financial Comprehension
  • Adaptability and Flexibility
  • Sales Aptitude
  • Eager and Agile Learner

WORKING RELATIONSHIPS/CONTACTS: Existing and potential retail and commercial customers; Banking Center Manager and staff; other Bank staff.

PHYSICAL DEMANDS: Frequent standing and moving throughout work location. Must also be able to: lift coin (about 50 lbs.) and carry it between the vault and the teller line; crouch down to about 2 feet off the floor to reach safe deposit boxes; utilize Banking Center equipment such as ATM, check scanner, cash dispenser/recycler, coin counter, coin roller, adding machine, office equipment, and computer. There is a large amount of repetitive movement of fingers and hands in order to complete forms, type and use the computer terminals. Must be able to relay information to and from customers and other employees verbally and in writing. Ability to obtain information from computer monitor to process transactions. Must be at work, ready to work, within assigned time schedule.

WORKING CONDITIONS:

Internal -- Work is normally performed in a climate controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings. Position may require standing at a work station. Frequent interaction with Bank customers.

External -- Some travel to remote Bank locations will be required; this may include some overnight travel, not to exceed 5%. Environmental conditions are regular office and Banking Center locations.

Qualifications
Education High School (required)
Associates (required)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Universal Banker I

    5 days ago

    Plymouth, United States Lighthouse Credit Union Full time $20

    The Universal Banker aka Member Experience Specialist II is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Banker

    39 minutes ago

    Plymouth, United States Associated Bank National Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity below: Under direct...

  • Client Relationship Associate

    2 hours ago

    Plymouth, United States Disability Solutions Full time

    Civista BankDescription:Position Purpose:A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the...

  • Personal Banker I

    6 days ago

    Plymouth, United States Civista Bank Full time

    Job DescriptionJob DescriptionCivista BankDescription:Position Purpose:A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and...

  • Universal Banker I

    2 months ago

    Plymouth, United States Northeast Credit Union Full time $19

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Universal Banker

    2 days ago

    Plymouth, United States Everwise Credit Union Full time

    Job Description: Essential Function Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding Everwise Credit Union's wallet share. Primary Responsibilities & Duties ...

  • Personal Banker I

    4 weeks ago

    Plymouth, OH, United States Civista Bank Full time

    Civista BankDescription:Position Purpose:A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the...

  • Universal Banker I

    1 month ago

    Plymouth, NH, United States Northeast Credit Union Full time

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Universal Banker I

    1 month ago

    Plymouth, NH, United States Northeast Credit Union Full time

    The Universal Banker aka Member Experience Specialist I is an all-encompassing essential role for the credit union. Through use of our integrity-based sales program, our Member Experience Specialists focus on the unapparelled opportunity to Embrace Change & Learning while conducting routine transactions such as deposits and withdrawals. Taking Personal...

  • Building Engineer II

    2 weeks ago

    Plymouth, United States Marriott International, Inc Full time

    Building Engineer II at Marriott International, Inc summary: As a Building Engineer II at JW Marriott, I handle guest repair requests and perform preventive maintenance on various tools and equipment. I possess skills in multiple categories including mechanical, electrical, plumbing, and energy conservation while adhering to safety policies and...

  • Field Sales Representative II

    7 days ago

    Plymouth, United States Disability Solutions Full time

    Position:Field Sales Representative IIJob Description:Are you passionate about driving purposeful technology innovation? If so, Arrow Electronics, currently has an exciting opportunity for a Field Sales Rep in Michigan! Arrow Electronics is globally headquartered in Denver, CO with 20,000+ employees worldwide. Arrow brings technology solutions to a breadth...

  • IT Service Delivery Technician II

    4 weeks ago

    Plymouth, United States Opusing LLC Full time

    Title : IT Service Delivery Technician IILocation : Plymouth MN 55447Duration : 06+ Months Contract (possibility of convert full time)Shift : 8am to 5pmPay Rate : $33.13 - 35.82/hr. on W2Overview: Provide first and second-level technical support for internal and remote users, assisting with computer applications, hardware, and network systems. Tasks include...

  • Sourcing Specialist II

    4 weeks ago

    Plymouth, United States Disability Solutions Full time

    At Polaris Inc., we have fun doing what we love by driving change and innovation. We empower employees to take on challenging assignments and roles with an elevated level of responsibility in our agile working environment. Our people make us who we are, and we create incredible products and experiences that empower us to THINK OUTSIDE.Position Overview:As a...

  • Sourcing Specialist II

    1 day ago

    Plymouth, United States Disability Solutions Full time

    At Polaris Inc., we have fun doing what we love by driving change and innovation. We empower employees to take on challenging assignments and roles with an elevated level of responsibility in our agile working environment. Our people make us who we are, and we create incredible products and experiences that empower us to THINK OUTSIDE.Position Overview:As a...

  • Credit Union Financial Services Representative

    4 weeks ago

    Plymouth, United States Lighthouse Credit Union Full time

    About Lighthouse Credit UnionWe are a values-driven credit union dedicated to enriching and nourishing the lives of our members. Our mission is to create a community that's good for everyone.Job SummaryWe are seeking an experienced Universal Banker I, also known as Member Experience Specialist I, to join our team. As a key member of our credit union, you...

  • Retail Sales Associate

    4 days ago

    Plymouth, United States Disability Solutions Full time

    Civista BankDescription:Position Purpose:A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the...

  • Transportator Van Driver

    3 weeks ago

    Plymouth, United States Miller's Health Systems Full time

    Job Description Are you friendly and enjoy building relationships with new people? You are comfortable interacting with a variety of personalities? Do you have a clean driving record? Consider becoming a Van Driver for Miller's. As as a Transporter - Van Driver at Miller’s, you play a key role in patient satisfaction and well-being. You are responsible for...

  • Staff CAE Engineer

    1 month ago

    Plymouth, United States Rivian Full time

    About Rivian Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we constantly challenge what's possible, never simply accepting what has always been done. We reframe old problems, seek new solutions and...

  • Staff CAE Engineer

    3 weeks ago

    Plymouth, United States Rivian Full time

    About Rivian Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we constantly challenge what's possible, never simply accepting what has always been done. We reframe old problems, seek new solutions and...