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Relationship Banker
2 months ago
We are seeking a highly motivated and experienced Relationship Banker to join our team at Beneficial State Bank. As a key member of our banking team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.
Key Responsibilities- Sales and Networking: Grow new business by sourcing and researching prospects, organizations, and centers of influence; expand existing business by identifying clients to contact, planning and executing business development activities consisting of calling on existing and potential clients, both in person and by phone.
- Client Needs Assessment: Actively assess clients' financial information by completing a Needs Assessment to determine their current and future financial needs. Summarize and discuss the opportunities uncovered, recommend, present and offer appropriate bank products and services.
- Customer Service: Deliver an extraordinary client experience based on the process and protocols established by the Branch and Retail Banking.
- Operations: If necessary, conduct Teller transactions, ensure operational procedures are being followed, maintain the cash drawer within prescribed limits, and meet cash balancing requirements. Leverage transactions to identify Cross sell, new customer acquisition, and Referral opportunities.
- Education: High School diploma or equivalent work-related experience.
- Experience: Three (3) or more years of experience or commensurate training in retail activities, including sales and cash handling.
- Skills: Positive and professional customer service and sales skills, strong computer skills, specifically in Microsoft Windows environment, effective oral, written and interpersonal communication skills, good organizational and time management skills.
- Experience: Experience and knowledge in management and branch operations.
- Skills: Thorough knowledge of all retail products and services, proven customer services, interpersonal, and relationship building skills, effective selling, cross-selling and referral skills, strong mathematical, problem-solving and negotiation skills.
- Medical/Dental/Vision: Comprehensive medical, dental, and vision coverage.
- Vacation/Sick/Holidays: 2-4 weeks of vacation time, 12 days of sick leave, and 11 holidays per year.
- 401(K)/Roth/FSA/HSA/EAP: Comprehensive retirement and benefits package.
- Education/Adoption Assistance: Education and adoption assistance programs.
- Bank-Wide Annual Discretionary Bonus Program: Annual bonus program.
- Production-Based Incentive Program: Production-based incentive program available for some roles.
- Paid Volunteer Time: 4 days of paid volunteer time per year.
- Paid Sabbatical Program: Paid sabbatical program after 5 years of service.
