Relationship Banker- HQ

Description

TITLE: Relationship Banker

DEPARTMENT: Retail Banking

The Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfill their financial needs. Serve as a subject matter expert for consumer banking and interact with the consumer and small business clients to achieve new clients and expand existing relationships. The Relationship banker will ensure the client’s needs are achieved by conducting thorough financial needs assessments and recommending the most appropriate products and services to fulfill the client’s needs.

• Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
• Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
• Maintain thorough knowledge of all bank products and services.
• Answer questions, address service challenges, and provide resolutions.
• Promote and cross-sell the full line of retail bank loans, deposit products and services and electronic services to individuals ensuring that their financial needs are met and that long-term account relationships are developed and maintained.
• Maintain a system of orderly follow-up by mail and telephone to onboard new client relationships.
• Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
• Coordinate and participate in sales presentations at partnership meetings.
• Achieve monthly partnership event goals and track progress. Recommend
  - Achieve monthly branch goals and track progress.
• Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
• Assist clients with