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Client Relationship Banker
2 months ago
The Client Relationship Banker plays a crucial role in fostering and sustaining professional relationships with our esteemed clients. This position involves managing client bank accounts and facilitating transactions to enhance the overall client experience, while offering tailored services and products to meet their financial needs.
Key ResponsibilitiesThe successful candidate will be responsible for:
- Building and nurturing effective, professional relationships with clients.
- Overseeing client bank accounts, including account openings, closures, and transaction management to strengthen client relations.
- Presenting and promoting banking services and products, such as checking and savings accounts, loans, and investment options, tailored to client requirements.
- Identifying and resolving discrepancies promptly, collaborating with management and compliance teams as necessary.
- Adhering to Teller procedures, including documentation for account management, processing deposits, and handling transactions.
- Ensuring compliance with all regulatory requirements.
- Representing the bank with professionalism and courtesy.
- Reviewing documents for accuracy and maintaining client confidentiality.
- Balancing cash and verifying transactions daily.
- Upholding the bank's reputation for quality service.
- Performing additional duties as assigned.
The role requires effective coordination and collaboration with team members and management:
- Providing assistance to colleagues as needed.
- Participating in training and orientation sessions.
- Keeping supervisors informed of team activities and any issues.
- Completing necessary reports and documentation accurately and timely.
- Attending meetings and training sessions as required.
Other responsibilities may include:
- Handling night drop functions as assigned.
- Performing clerical tasks as required.
- Maintaining a clean and secure work environment.
- Cross-selling bank products and services.
Education: High school diploma or equivalent.
Experience: Minimum of one year in a related role with cash handling experience required. Familiarity with banking operations is essential.
Skills:
- Strong customer service and communication skills.
- Professional demeanor and appearance.
- Proficient in math and typing.
- Ability to operate relevant computer applications and office equipment.
- Bilingual abilities are a plus.
