Certified Relationship Banker; Northshore

Summary

The Certified Relationship Banker I provides first‑line contact for clients as they enter the branch, assessing their needs, sharing product and service information, growing their relationships, and handling complaints or problems.

• Sells products and services offered by Gulf Coast Bank to current and new clientele.
• Opens new consumer and business accounts, provides information about various types of services and products, answers phones, and greets visitors.
• Provides clients with account information, handles maintenance requests, and monitors client accounts for non‑branch officers.
• Resolves client problems through direct personal action or referral to the proper staff member.
• Identifies and maximizes cross‑selling opportunities through client profiling and engages with team members and other business partners to make referrals.
• Adheres to security measures and ensures all regulatory requirements are met (CIP, BSA).
• Handles client requests involving the Bank’s Legal department.
• Orders checks, operates a teller terminal, and assists with balancing the vault and cash verification when needed.
• Cross‑trains and supports other positions as needed.
• May be assigned to opening and closing the branch and other operational tasks.
• May assist with loan processing and servicing.
• Performs other duties and special projects as needed by Branch Manager or Operations Officer.
• Works branch hours, including some evenings and weekends.
• Maintains CRB skills and knowledge by passing the annual CRB exam.

• High school diploma or equivalent.
• Strong desire and ability to educate and connect customers to technology.
• Excellent written and oral communication, customer service, and interpersonal skills.
• Ability to tailor features and benefits of products/services to clients with differing needs.
• Computer skills and ability to operate office equipment (e.g., fax, copier, calculator).
• Professional, confident, thorough, and organized with strong follow‑up skills.

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret documents if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift, move, or carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift, move, or carry this weight and can be accommodated without causing undue hardship, accommodation will be made.

Gulf Coast Bank & Trust Company and its subsidiaries are committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.