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Relationship Banker
2 months ago
The Relationship Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.
Key Responsibilities:- Provide Excellent Customer Service: Provide immediate acknowledgement, identify, and offer products and services, and respond to inquiries in a timely manner.
- Develop Relationships: Consult with customers to develop relationships.
- Deliver Clerical Support: Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions.
- Back Up Client Service Specialists: Back up Client Service Specialists as needed.
- Stay Current on Products and Procedures: Stay current and demonstrate knowledge on products and procedures.
- Resolve Customer Issues: Resolve customer issues and requests.
- Demonstrate Proficiency: Demonstrate proficiency with basic business, consumer, and trust entities.
- Learn Consumer Lending: Learn consumer lending.
- Mentor Team Members: Begin to mentor other team members about products, services, and business partners.
- Support Assistant Manager: Beginning to back up the Assistant Manager with operational duties and tasks.
- Other Responsibilities: Other responsibilities as assigned.
We are seeking a highly motivated and customer-focused individual to join our team as a Relationship Banker. The ideal candidate will have a high school diploma or equivalent, knowledge of products and services offered, and the ability to follow Standard Operating Procedures.
- Education: High school diploma or equivalent.
- Knowledge: Knowledge of products and services offered.
- Skills: Ability to follow Standard Operating Procedures, cash handling, balancing, and calculating skills, ability to complete multiple and varying customer requests in a timely fashion.
- Experience: Prior Client Service Specialist or banking experience preferred.
- Language: Bilingual, preferred.
This is a fully onsite role.
