Senior Relationship Banker

At WMCB, we are Where Relationships Matter. The primary responsibility of the Senior Relationship Banker position is to provide exceptional customer service through account openings and managing relationships of both new and existing customers.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.

Other duties may be assigned.

• Consistently exceed customer expectations by providing hospitable, responsive, and professional customer service for all in person, phone, and electronic interactions with customers.
• Assist with basic and complex customer questions and/or issues relating to customer accounts while demonstrating the ability to resolve problems and prevent customer dissatisfaction, refer escalated issues to branch management.

• Maintain a strong knowledge of bank procedures for opening and processing maintenance on accounts, complete all requests in accordance to established procedures.
• Provide a high level of accuracy with account opening and maintenance including account documentation, CIP, and Yellow Hammer.
• Strong knowledge of bank procedures for detailed account types such as trusts, estates, businesses, and treasury management.
• Provide assistance to all retail employees as an Onboard Expert, maintain highest level of knowledge with bank core processing systems.
• Provide operational support to branch by completing 2nd review on accounts and managing document tracking
• Perform CSR transactions as needed.
• Must complete all required annual training.
• Follow required federal and state regulations and related internal policies and procedures.

• Strong knowledge of bank products and services.
• Identify customer needs during transactions, account opening, account servicing, and problem resolution.
• Add value to customer relationships through recommending additional products and services that support their financial needs and/or strengthen their overall financial position.
• Make applicable referrals to specialized departments including retail loans, commercial loans, treasury management, and wealth services.
• Actively utilize onboard process for new customer relationships and accounts.
• Assist in management of branch book of business including outbound customer communication and performing annual reviews for personal and business customers as assigned.
• Maintain NMLS license and process consumer loan applications.
• Consistently meet or exceed goals as set by branch management.

• Display consideration for team members within the branch and throughout the organization.
• Demonstrate dependability in the workplace by being trustworthy, consistent, and reliable.
• Demonstrate professionalism through appearance, behavior, and communication.
• Demonstrate the Bank’s Core Values.
• Assist the CSR positions and Relationship Banker position with complex customer questions and/or issues providing approvals as needed.
• Assist branch management with business development, business reviews, and additional projects as assigned.

• Ability to influence-asking for the business and closing the sale
• Strong interpersonal and verbal/written communication skills
• Strong organization skills
• Excellent team player
• Attention to detail
• Ability to multi-task

• High school diploma or equivalent
• Previous customer service experience
• 2 years banking experience in similar role

Compliance
All associates have a responsibility to understand the Bank’s BSA/AML Program, the procedures outlined in it, and to follow the Program and procedures in carrying out their duties. When an associate has supervisory responsibilities, he or she will make certain that his/her staff understand the responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures. Any associate that fails to adhere to the BSA/AML Program or commits other violations of the Code of Conduct may be subject to disciplinary action up to and including termination.

Physical Demands
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be…