Relationship Banker

Overview

As a relationship banker you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch. You will open new accounts for new and existing customers while providing friendly and personalized customer service.

• Maintain and demonstrate advanced knowledge of current bank products and services to provide accurate guidance to customers.
• Efficiently and accurately open new accounts per customer requirements.
• Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures.
• Establish and maintain member deposit and loan accounts.
• Perform follow-up activities and outbound calls for new and existing members.
• Maintain advanced knowledge of and ensure compliance with applicable regulatory requirements and internal policies and procedures.
• Expand and retain new and existing customer relationships.
• Assess customers banking needs to provide guidance and appropriate products so customers recognize possibilities and strategies that will help them build and strengthen their financial position.
• Build a thorough profile for each customer and maintain frequent personal, phone or email contact to grow and strengthen customer relationships.
• Proactively identify and retain “at risk” customers.
• Partner with other departments within the bank to identify sales opportunities and provide an awesome customer experience.
• Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate.
• Make use of advertising leads, lists, personal contacts, referrals from the bank and branch customer base to build a book of business.
• Answer incoming calls promptly and professionally.
• Open safe deposit boxes when necessary.
• Cross train as a Service Banker and act as a backup when needed.
• Research accounts for customers as necessary.
• Effectively train less experienced employees.
• Complete annual training as required.
• Participate in bank/community activities.
• Other duties as assigned.