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Relationship Development Specialist
2 months ago
Pentucket Bank is seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will play a critical role in providing exceptional customer service and building strong relationships with our clients.
Key Responsibilities- Customer Service: Greet and welcome customers to the bank in a courteous, professional, and timely manner.
- Product Knowledge: Maintain an up-to-date and comprehensive knowledge of all Pentucket Bank products and services.
- Sales and Referrals: Generate sales referrals at the teller line and cross-sell from the platform to meet personal goals.
- Account Maintenance: Open all varieties of deposit accounts, resolve customer issues, handle account maintenance, and update customer information as required.
- Teller Transactions: Accurately process a variety of teller transactions, including over-the-counter transactions, lobby, walk-up, or drive-up transactions, following the bank's policies and procedures.
- Leadership: Lead by example and provide a World-Class Customer Experience by having needs-based conversations and offering financial solutions to meet the customer's needs.
- Education and Experience: Minimum of high school education or equivalent in addition to 3+ years of retail or customer service experience, preferably in a teller and/or customer service role.
- Technical Skills: Proficiency with Microsoft applications, including Outlook, Word, and Excel, and comfort with utilizing internet-based applications.
- Physical Requirements: Prolonged periods of sitting at a desk and working on a computer, with the ability to lift up to 15 pounds at times.