Banking Relationship Manager

1 day ago

St Louis, Missouri, United States Southern Bank Full time
{"Job Title": "Personal Banker", "Job Description": "Key Responsibilities

As a Personal Banker at Southern Bank, you will be the primary point of contact for sales, service, and referral opportunities in support of the overall branch goals. Your goal will be to build lifelong relationships with our customers by providing exceptional service and identifying opportunities to expand their banking relationships.

Essential Functions
  • Develop new customer relationships and retain existing ones by proactively identifying opportunities to cross-sell bank products and services.
  • Participate in a welcoming lobby experience, directing customers to the appropriate team member based on their needs and encouraging the use of bank products when necessary.
  • Take ownership of the customer experience, including opening accounts, cross-selling other products, and resolving issues as needed.
  • Build new customer relationships through frequent interactions and proactive contact to ensure customer satisfaction.
  • Proactively educate customers on utilizing available access channels.
  • Actively participate in business development opportunities to establish visibility in the community and drive business to the branch.
  • Assist in resolving difficult customer situations effectively, while delivering friendly customer service and ensuring the highest level of customer satisfaction.
  • Maintain thorough knowledge of bank policy and procedures, including but not limited to processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment.
  • Maintain thorough knowledge of bank regulatory requirements, including but not limited to Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security.
  • Maintain proficiency in all bank products and services throughout all delivery channels.
  • Maintain trustworthiness, character, professionalism, confidentiality, and honesty in dealing with internal or external customers.
  • Adhere to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addressing concerns or problems in an open manner.
  • Maintain attendance with the ability to work a schedule that may include working overtime, nights, weekends, and holidays.
  • May be asked to assist at various branches across Southern Bank's footprint.
  • Complete and perform any other duties as assigned.
", "Language Code": "en-US"}

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