Relationship Banker

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Full Time Danville, KY, US

Lancaster, Danville, and Harrodsburg, KY

RELATIONSHIP BANKER POSITION DESCRIPTION

The Relationship Banker will deliver exceptional customer experience while proactively providing solutions, building relationships, and helping consumers and small business customers achieve their financial goals. The Relationship Banker also provides customer sales and service support to branch colleagues and partners.

• Acquire and deepen the branch customer base through a variety of proactive sales and service activities.
• Drive proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement.
• Manage the customer experience by identifying opportunities to improve the customer’s financial wellbeing.
• Consistently execute activities and behaviors to meet established branch expectations.
• Responsible for referrals to branch, loan officer, KTC, WIG and other business partners when appropriate to manage customer’s needs.
• Establish close working relationships with business partners (branch, KTC, WIG, etc.), referring customers when appropriate to provide financial solutions.
• Help to resolve customer concerns and escalating issues as needed.
• Educate customers on options for managing financial transactions by leveraging Whitaker Bank technology, tools and resources.
• Consistently meet/exceed customer experience and individual/team production goals.
• Participates in the day to day operations for the department as directed and reviews and acts on daily reports.
• Responds to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow through with customers and/or staff involved.
• Assumes responsibility for special projects, gathers data and prepares reports for Relationship Banker Team Leader, audit and other personnel.
• Plays a positive role in the development and growth of department through excellent communication skills, both verbal and written.
• You are to conduct yourself professionally and as a bank representative while at work and in public.
• Answers telephones, answers questions and directs callers to proper bank personnel.
• Assures compliance with all bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations, and adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
• Completes administrative tasks correctly and on time; supports the Bank’s goals and values and benefits the Bank through outside activities.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

The position of Relationship Banker performs duties specific to the position and other functions as assigned.

The incumbent is in a non-confined office type setting in which he or she is free to move about  position includes driving a Bank or personal owned vehicle approximately 30 percent of the time which includes exposure to the outside weather elements and moving mechanical parts. It may include some minor annoyances such as noise, odors, drafts, etc.

The incumbent in the course of performing this position spends time…