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Client Relationship Banking Advisor

2 months ago

Arlington, Massachusetts, United States Leader Bank Full time
Job Overview

Leader Bank is seeking highly motivated individuals to become part of our dynamic team at one of the region's most rapidly expanding community banks and mortgage lenders. Since our inception in 2002, we have transformed from a single branch with modest assets into one of Massachusetts' leading financial institutions, boasting over $4 billion in assets and a workforce exceeding 400 dedicated professionals.

Our commitment to exceptional products and innovative practices has fueled our growth, and we strive to instill these values in our team members. Our mission is to prioritize our clients, ensuring they feel appreciated while fostering long-term relationships through continuous enhancement of our offerings and processes, ultimately improving the client experience. At Leader Bank, we value our employees by providing competitive compensation, comprehensive benefits, a balanced work-life environment, and a culture that promotes diversity and inclusion.

The Client Relationship Banking Advisor will operate from various Leader Bank branch locations as necessary.

Key Responsibilities

  • Possess a thorough understanding of all retail banking products and services offered by the bank.
  • Maintain a comprehensive knowledge of Home Equity Line of Credit (HELOC) and mortgage retail promotions.
  • Execute all banking transactions, including account openings (checking and savings), transfers, updates to client information, wire transfers, and orders for debit cards and checks, in accordance with bank policies.
  • Stay organized and manage records related to account openings and associated forms.
  • Review and process online applications daily.
  • Respond to client emails promptly and efficiently.
  • Build and nurture relationships with clients through proactive follow-up on new account onboarding.
  • Promote and refer bank products and services in alignment with established guidelines.
  • Address customer needs through effective problem-solving techniques.
  • Adhere to security and compliance policies and procedures.
  • Foster positive working relationships with all team members.
  • Comply with all aspects of the Bank Secrecy Act, including adherence to the Customer Identification Program (CIP) Policy and reporting any suspicious activities.
  • Engage in community initiatives and organizations as requested, demonstrating a willingness to take on additional responsibilities.

Qualifications

  • High school diploma or equivalent.
  • A minimum of two years of experience in retail banking or retail sales and service.
  • Strong interpersonal skills.
  • Excellent verbal and written communication abilities.
  • Proficient in applications and websites utilized by the bank.
  • Skilled in Microsoft Office Suite, including Excel, PDF, PowerPoint, and DocuSign.
  • Ability to manage multiple priorities with strong attention to detail.
  • Proactive, capable of working independently, and responsive to immediate needs.

Work Environment

This position requires working from home and involves the use of standard office equipment to fulfill daily responsibilities.

Physical Requirements

  • The physical demands outlined here represent those that must be met by an employee to successfully perform the essential functions of this role.
  • While performing the duties of this position, the employee is regularly required to communicate effectively. This role is primarily sedentary; however, some filing may be necessary, requiring the ability to lift files weighing up to 25 pounds and to open filing cabinets as needed.

Leader Bank offers a competitive compensation and benefits package, including a 401k plan with corporate matching, medical and dental insurance, and the opportunity to work with a fast-growing, local organization.

Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer, committed to diversity and does not discriminate based on race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status, or any other protected class.