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Banking Relationship Manager

2 months ago


Lake Havasu City Arizona, United States Foothills Bank Full time
About the Role:

Foothills Bank is seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our banking team, you will be responsible for developing and maintaining strong relationships with our customers, providing exceptional service, and promoting our banking products and services.

Key Responsibilities:
  • Provide exceptional customer service to our customers, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Develop and maintain strong relationships with our customers, understanding their financial needs and providing personalized solutions to meet those needs.
  • Promote our banking products and services to customers, identifying opportunities to cross-sell and upsell.
  • Work closely with other banking team members to ensure seamless customer service and to achieve sales and revenue goals.
  • Stay up-to-date on banking products and services, including deposit accounts, loans, and investment products.
  • Meet or exceed sales and revenue targets, while maintaining high levels of customer satisfaction.
Requirements:
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Minimum of six months of banking experience, including cash handling and customer service experience.
  • Excellent communication and interpersonal skills, with the ability to work effectively with customers and colleagues.
  • Ability to operate a computer and other standard office equipment, such as copier and fax machine.
  • Accurate and proficient typing skills and experience inputting data at a fast pace.
Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear.

The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.

Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.

Must be capable of regular, reliable and timely attendance.

Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include: Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.