Relationship Banker

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The Relationship Banker is a sales‑solution, service, and transaction provider for all consumer and business customers. Through financial conversations, Relationship Bankers are trusted banking advisors responsible for identifying customer needs while deepening relationships by recommending appropriate sales and service solutions. This is a cross‑functional team member empowered to create an exceptional customer experience from initial greeting to fulfillment. Relationship Bankers will engage in sales and solution activities which support Bank strategy.

• Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.
• Provides a best‑in‑class customer experience by accurately processing transactions and new account openings in a timely and professional manner.
• Proactively conducts financial conversations with customers to identify banking needs. Uses discovery techniques to match needs with Bank Newport solutions.
• Meets individual and branch sales goals by maximizing each customer interaction and through proactive prospecting activities such as reviewing customer profiles, outbound calling, and community activities. Fully understands and participates in the Retail Incentive Plan.
• Markets a full range of consumer and small business banking services to existing customers and prospects.
• Opens consumer & small business accounts, originates and closes loans, performs maintenance changes to existing accounts, answers customer questions and resolves account‑related problems.
• Fully adopts and utilizes the customer relationship management system and on‑boarding process to provide exceptional internal & external customer experiences.
• Demonstrates ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and customer satisfaction.
• Demonstrates expert Digital Banking knowledge and proficiency. Advises customers on all bank delivery channels and services such as ATM/PTM functionality and digital banking services including mobile banking, bill pay, Zelle, and other services.
• Adheres to all bank policies and procedures and audit, regulatory and security guidelines.
• Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to internal and external customers.
• May be asked to fulfill certain supervisory responsibilities by the Branch Manager and/or Assistant Manager. These responsibilities include opening and closing the branch, vault cash, performing quarterly audits, supervisor overrides, and service charge reversals. The ideal candidate must have an overall performance rating of 3 or above while exhibiting sound judgement. This designation of responsibilities allows the Relationship Banker the opportunity to develop into the Sr.
  
  Relationship Banker as applicable.
• Processes and settles ATM work or vault cash as needed.
• Provides flexibility of coverage during branch hours of operation and at other branches as needed.
• Attends and successfully completes trainings related to position.
• Performs related and unrelated duties as may be needed.
• Must meet and follow all requirements set forth in the SAFE Act, including the required background checks and acquisition of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS).

• 1–2 years experience as a teller, banker, or equivalent retail sales or banking experience; customer service experience and needs‑based banking sales preferred.
• At least 6 months cash handling experience.
• Proficient with technology and digital banking services;
  Microsoft Office (Word and Excel) and familiarity with tablets and smartphones.
• Excellent customer service, communication, problem‑solving and organizational skills.
• Able to handle multiple tasks simultaneously.
• Team player.

• Travel independently to the position’s primary work location, other bank properties and work‑related activities or events at…