Regional Relationship Banker

3 days ago

Grand Rapids, Michigan, United States Union Bank Full time
Job Summary

The Regional Relationship Banker position at Union Bank is a key role in managing customer relationships and driving business growth. As a trusted advisor, you will be responsible for identifying opportunities to improve customer financial wellbeing and delivering best-in-class service and consultative sales conversations.

Key Responsibilities
  • Service customer needs in a professional manner, promoting good customer experiences and consistently providing best-in-class customer satisfaction.
  • Develop a rapport with the customer base and have knowledge of account ownership, processing a variety of transactions, including account opening, maintenance, and sourcing of consumer loans.
  • Act with confidence, answering all customer questions and owning customer issues, serving as a back-up for Treasury Management Officer for TM customer account opening and maintenance requests.
Operational Excellence
  • Responsible for knowing and adhering to appropriate security and emergency procedures, keeping customer information in a secured area at all times.
  • Maintain a position of trust and responsibility by keeping all business confidential, maintaining knowledge of the bank's policies and procedures to mitigate fraudulent activity and unnecessary risk or exposure.
  • Assist in the opening and closing of the branch as needed, adhering to document retention and destruction in accordance with the bank's policies and procedures.
Sales & Referrals
  • Responsible for expanding and deepening the Union Bank relationships of existing and prospective customers, primarily focused on engaging in outside sales activities, including financial literacy onsite presentations, business sales calls, networking, and community events.
  • Proactively reach out to existing clients to set appointments to conduct periodic financial reviews with the objective of identifying current and future financial needs, consistently meeting or exceeding sales referrals as set by management.
  • Engage in consultative discussions with customers through the new account opening process to understand their financial picture and recommend products and services that best align with meeting their needs.
Requirements
  • Good interpersonal skills, including listening, verbal, and written communication between co-workers and customers.
  • Exemplary customer service skills, ability to follow directions and be attentive to details and accuracy.
  • Ability to retain confidential information, exemplify professional appearance guidelines as stated within the company policies.
  • Professional phone etiquette required for both internal and external communication.
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
  • Proven outbound sales success.
Education & Work Experience
  • High school diploma or equivalent.
  • 5+ years customer service experience required.
  • 3+ years banking experience strongly preferred.

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