Relationship Banker II
4 weeks ago
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
- 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)
- Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
- 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
- Safeguards customer trust by upholding duty of customer confidentiality
- Must comply with all required laws, regulations, policies, and procedures
- Timely completion of all assigned learning activities
- Actively participate in banking center meetings and one-on-one coaching sessions
- Learns to fulfill all banking center opening and closing activities
- Advises and opens deposit accounts and consumer loan products and services to appropriately meet customer needs in a proactive manner
- 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.
- 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.
- Assists customers in preparing loan applications for home equity products and other consumer loans
- Participation/volunteerism in community groups and events
- Additional duties as assigned
EDUCATION, CERTIFICATIONS:
- Associate’s degree preferred and willingness to pursue higher education
- Eligible for Nationwide Mortgage Licensing System (NMLS) registration
- Eligible for Notary Public commission
- 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
- Courage
- Technology Savviness/Digital Enthusiast
- Financial Comprehension
- Adaptability and Flexibility
- Sales Aptitude
- Eager and Agile Learner
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)
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