Senior Relationship Banker | Mt. Zion

Overview

Position Summary
The Senior Relationship Banker is an advanced, highly skilled role within the banking team, combining expertise in customer services, sales, and operational management. This role requires extensive knowledge of banking products, services, and customer relationship management. A Relationship Banker III is expected to handle the most complex transactions, provide leadership assistance within the branch, and drive sales and operational excellence. This position also involves mentoring and training new associates, contributing to branch performance and ensuring adherence to compliance and operational standards.

• Customer Service & Relationship Management
  Provide exceptional, high-level customer service, addressing complex inquiries, complaints, and concerns with professionalism and efficiency.
• Customer Service & Relationship Management
  Serve as the primary point of contact for high-net-worth individuals or business customers, offering tailored financial solutions.
• Customer Service & Relationship Management
  Build and maintain strong, long-term customer relationships by identifying needs and recommending appropriate banking products and services.

• Sales & Cross-Selling
  Identify opportunities to enhance customer portfolios by cross-selling additional products or services based on financial need.
• Sales & Cross-Selling
  Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
• Sales & Cross-Selling
  Lead efforts to develop new growth opportunities and improve branch performance through community engagement, marketing initiatives, and referrals to lines of business.

• Account Management and Support
  Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
• Account Management and Support
  Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
• Account Management and Support
  Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.

• Loan & Credit Processing
  Process and assist with customer loan applications, including personal loans and home equity lines of credit.
• Loan & Credit Processing
  Conduct initial loan screenings, gather necessary documentation, and work closely with loan offers or other departments to ensure a smooth loan approval process.
• Loan & Credit Processing
  Educate customers on loan products, eligibility requirements, and loan terms.

• Transactions & Cash Handling
  Assist, as needed, with processing transactions.
• Transactions & Cash Handling
  Balance cash drawer and ensure transactions are accurately recorded and processed.

• Compliance & Risk Management
  Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
• Compliance & Risk Management
  Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
• Compliance & Risk Management
  Adhere to privacy regulations and ensure customer data is handled securely and confidentially.

• Team Support and Mentorship
  Mentor and develop junior Relationship Banker I and II staff, providing training on banking procedures, compliance, and customer service excellence.
• Team Support and Mentorship
  Offer guidance and coaching to enhance the performance of branch staff, ensuring that all team members meet or exceed operational, sales, and customer service standards.
• Team Support and Mentorship
  Lead by example in demonstrating a strong understanding of the bank’s products and services, helping to drive a positive and productive work environment.

• Branch Operations & Administrative Support
  Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
• Branch Operations & Administrative Support
  Support branch leadership in maintaining branch security and ensuring operational efficiency.

• Knowledge Of
  Strong…