Customer Relationship Banker II

2 weeks ago


Ada, Oklahoma, United States Vision Bank Full time

Job Type:
Part-time

Position:
Personal Banker II

Location:
Reports to:
Branch Manager

Overview:
The Personal Banker II serves as a vital financial partner for clients, ensuring exceptional service delivery. This role focuses on building, managing, and nurturing significant customer relationships by leveraging financial expertise to present, clarify, and promote banking products and services.

Key Responsibilities:

  • Establishes new client connections through regular engagement and proactive outreach.
  • Continuously seeks opportunities to enhance sales performance, branch profitability, and deposit growth.
  • Collaborates with the Branch Retail Manager to drive sales initiatives and meet customer needs effectively.
  • Facilitates a welcoming environment in the branch, guiding customers to the appropriate team members based on their needs.
  • Encourages teamwork within the branch to foster a positive customer experience through active participation in communications and meetings.
  • Identifies and resolves customer issues, utilizing bank resources to provide effective solutions.
  • Assesses customer financial needs and presents suitable product and service options in collaboration with internal teams.
  • Proactively informs customers about available products and services.
  • Maintains a comprehensive understanding of banking regulations, including the Bank Secrecy Act and Customer Privacy standards.
  • Demonstrates proficiency in various banking products and services, including digital banking options.
  • Develops and retains customer relationships by identifying opportunities for cross-selling to achieve personal and branch objectives.
  • Takes responsibility for the customer experience, including account openings and addressing service-related issues.
  • Builds partnerships with back-office teams to enhance sales efforts and meet customer requirements.
  • Exhibits professionalism, integrity, and confidentiality in all interactions with customers.
  • May provide assistance at different branches as needed.
Required Skills and Abilities:
  • Commitment to uphold the bank's core values.
  • Ability to recognize and report potential risks affecting the bank's reputation and financial stability.
  • Thorough understanding of banking products and services.
  • Strong interpersonal communication skills, with the ability to convey information clearly to customers and colleagues.
  • Proficient computer skills.
  • Exceptional customer service abilities.
Education and Experience:
  • High school diploma or equivalent.
  • Preferred: 1 year of experience in banking.


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