Client Relationship Banker
2 weeks ago
The Client Relationship Banker is a key role at Choice Bank, responsible for building customer advocacy through trusted financial guidance. This involves opening and servicing business deposit relationships, as well as providing non-complex Cash Management services.
Key Responsibilities- Manage business and ag deposit products
- Provide non-complex Cash Management services
- Handle consumer loan and deposit products
- Perform client transactions and services
- Respond promptly to customer concerns and escalate as needed
- Engage in proactive conversations to identify financial needs
- Accurately open and maintain accounts
- Act as a liaison with sales teams to support business and ag customers
- Recognize opportunities to refer clients for additional services
- Act as an escalation point for Client Services team
- Manage location reports and goals
- Maintain expertise in products and services
- Collect required information and documents for products and services
- Ensure customer data is up to date and accurate in applicable systems
- Manage and monitor ongoing reports
- Research, develop, and implement efficient processes, procedures, and workflows
- Open new accounts and submit applications
- Cash Management: Onboard new customers, maintain existing customers
- Apply expert knowledge of policies and procedures to minimize risk, including S.A.F.E. Mortgage Licensing Act of 2008 and related regulations
- Stay up to date on applicable regulatory and compliance requirements that impact products and services offered
- Source of knowledge on consumer regulations for Client Services team members
- Complete all internal and external training in a timely manner
- Responsible for meeting regulatory requirements and loss management
- Support and provide Premier Experience, Service Recoveries, and Rise Ups
- Build and manage relationships with external and internal customers
- Overall Organization Engagement, including Coaching, Team Engagement, Volunteering, and Living our #PeopleFirst Culture
- Embracing and advocate processes, procedures, systems
Choice Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. We are committed to providing a workplace that is free from discrimination and harassment.
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