Relationship Banker

Relationship Banker

Location:

1927 S 4th St, Chickasha, OK 73018

Availability:
Monday through Friday 7:15 am to 6:30 pm;
Saturday 9:30 am to 1:30 pm.

Preferred:
Bilingual in English and Spanish.

The Relationship Banker will primarily focus on product sales and exceptional customer service. The associate develops new customer relationships and strengthens existing relationships by ensuring each customer knows and offers appropriate products and services to meet their existing and future financial needs. The Relationship Banker provides expert product advice, clear and concise directions on using self‑service banking solutions, transacts business accurately and provides account servicing and problem resolution per established procedures and regulations.

The Relationship Banker is a leveled position, beginning with an entry Level 1 and advancing to Level 3. With successful completion of all three levels, there could be an opportunity to advance into the Leadership position of Relationship Banker 4.

• Contribute to achieving branch sales goals through a consultative sales approach with new and existing customers, following the sales process defined in the CFB Retail Sales Playbook, and refer qualified customers to specialized sales forces.
• Proactively make outbound calls to generate sales to strengthen further the customer relationship and/or begin customer relationships.
• Identify opportunities to sell consumer loans, accept consumer loan applications and facilitate loan closings while working effectively with the centralized underwriting department.
• Deliver consistent, exceptional customer service by acknowledging every customer promptly, greeting each customer, introducing yourself, using eye contact, and thanking the customer. Acknowledge customer complaints and follow the established complaint process to ensure satisfaction.
• Open and process simple, moderately, or highly complex deposit accounts.
• Answer and assist customers’ questions and concerns, including helping customers with deposit risk management and day‑to‑day banking business.
• Maintain in‑depth knowledge of products and services, including digital services and delivery options, and support customer usage of products that provide the services they need in the most convenient manner. Maintain in‑depth knowledge of competitors’ products, practices, facilities, and prices to sell bank products effectively.
• Participate in branch promotions and marketing initiatives as directed.
• Use sound judgment in applying bank standards, policies, and procedures regarding customers.
• Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, completing compliance training and adhering to internal procedures and controls; report any known violations of compliance policy, laws, or regulations; report any suspicious customer and/or account activity.

• Level 1: High School Diploma or GED required;
  Current NMLS SAFE Act Registration or ability to be registered within 30 days required; demonstrated sales and customer service experience preferred; financial service provider experience preferred; college degree preferred.
• Level 2: High School Diploma or GED required;
  Achievement of defined competencies of Level 1 required;
  Current NMLS SAFE Act Registration or ability to be registered within 30 days required.
• Level 3: High School Diploma or GED required;
  Successful achievement of defined competencies of Level 2 or relevant related experience required;
  Current NMLS SAFE Act Registration or ability to be registered within 30 days required.
• Relevant military experience is considered for veterans and transitioning service members.

Physical Demands:
Regular attendance is an essential function. The associate must be able to travel occasionally within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

We offer competitive compensation, benefits packages, and significant professional growth.

Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.