Relationship Banking Specialist

Description

Provide AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs. Promote and cross-sell bank products and services, provide support to other Branch and Department team members as needed to perform other duties and functions as assigned.

• Provide AMAZING customer experience to all branch clients.
• Maintain comprehensive knowledge of the bank’s products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals.
• Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer’s satisfaction.
• Participate in daily supervision activities of the branch as assigned, including the following:
  • Approve higher dollar amount client transactions
  • Complete daily report checklist for operational activities
  • Independently complete the review and or callback of branch activities including new accounts opened and branch certifications
• Able to perform all transactions necessary to meet customer needs, including opening new accounts and all teller functions:
  • Client transaction processing
  • Debit card ordering and servicing
  • Online banking setup and servicing (as applicable)
  • Printed check orders
  • Branch cash ordering and shipping (as applicable)
  • Branch Certifications (as assigned)
  • Stop payments
  • Holds
  • Reg. E Claims
  • Safe Deposit Box opening, closing and servicing (as assigned)
• Demonstrated proficiency and understanding of all compliance regulations in support of opening new accounts, proper account titling and ownership, to mitigate risk to the bank:
  • Bank Secrecy Act
  • Customer Information Program
  • Beneficial Ownership
  • Office of Foreign Asset Control
  • Trust Account documentation
  • Fiduciary Account documentation
• Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits.
• Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations.
• Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations.
• Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required.
• Ensure the office is operating in a safe and effective manner.
• Reliable and regular attendance on the job.
• Other duties as assigned.

• Computer skills to include use of Microsoft Office products and other programs as required.
• Strong mathematical ability.
• Strong analytical skills.
• Excellent oral and written communication skills.
• Outstanding interpersonal skills.
• Effective time management and organizational skills.
• Attention to detail and follow through.
• Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback.
• Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base.
• Thorough understanding of banking rules and regulations especially BSA.
• Ability to count cash accurately.

• High school diploma or GED equivalent required.
• One to three years branch banking experience preferred.

• Standard office environment with a moderate noise level.

• Prolonged periods sitting at a desk and working on a computer.
• Remain in a stationary position for sustained periods of time.
• Occasionally move about inside the office to access filing cabinets and/or other office machinery.
• Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery.
• Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer.
• Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers.
• Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading.
• Regularly required to communicate verbally with employees, clients, and vendors.

Equal Opportunity Employer…