Relationship Banker

Job Description

Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank’s “Service Beyond Expectations” Begins with Me promise.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Perform a broad variety of account opening and customer services

Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits

Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance

Ability to identify and cross-sell next bank services and products

Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance

Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products

When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals.

Will be asked to educate and profile clients using bank systems

Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention

Adheres to all policies and procedures of the company

Follows operational procedures to include security

Relationship Bankers will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles

Other Duties

Other duties as assigned.

Skills/Abilities

Must be comfortable and confident in a sales and service environment

Highly goal oriented

Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers

Must have and exhibit professional manners and exhibit good interpersonal skills

Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver

Other services as needed, such as Notary and NMLS registration

Education and Experience

High School diploma or equivalent required.

Prior retail banking experience preferred.

Prior customer service experience preferred.

Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

Full-time