Customer Relationship Officer - Orchard

Position Summary

As a member of the Branch Management Team, you are responsible to present yourself as a Banking professional and represent the Bank accordingly. You must possess the ability to demonstrate honest and sincere interest in identifying which products and services best serve each individual customer’s needs in a way that the customer recognizes as truly genuine. This position is responsible for possessing an expert level of knowledge of the bank’s consumer and business deposit products.

Additionally, you should possess a basic knowledge of the bank’s most popular loan products.

As a member of the Branch Management Team, you are responsible to present yourself as a Banking professional and represent the Bank accordingly. You must possess the ability to demonstrate honest and sincere interest in identifying which products and services best serve each individual customer’s needs in a way that the customer recognizes as truly genuine. This position is responsible for possessing an expert level of knowledge of the bank’s consumer and business deposit products.

Additionally, you should possess a basic knowledge of the bank’s most popular loan products. You will be expected to cultivate relationships to create your own "following" of loyal customers who recognize the value of exceptional service. You shall demonstrate leadership when overseeing the branch and on a day to day basis. You will actively seek opportunities to learn new skills and knowledge pertaining to bank services and, as directed by your supervisor, you will coach CRAs and tellers on referral opportunities and improved customer service techniques.

In addition to opening various accounts, you will verify and process changes to existing accounts and assist customers with account issues, problems and questions. As scheduled, this position will be responsible to open, close and oversee the Branch office when necessary. When overseeing the branch, you should represent the operational and cultural expectations of your Branch Manager.

• Provides professional, courteous and efficient service to all internal and external customers.
• Makes referrals benefiting our customers to our business partners.
• Assists customers in a variety of ways including, but not limited to: opening accounts, clearly explaining the range of the institution’s deposit products and services, updating customer information, answering questions and resolving problems and concerns.
• Provides customers with complete and accurate information regarding all consumer and business deposit products and services including, but not limited to, all types of Individual Retirement Accounts, HSAs and Electronic Banking Services.
• Maintains a thorough knowledge of, and complies with, all quality control policies and procedures.
• Functions as a liaison between the customer and other bank departments as necessary to address customer issues. Refers customers to other bank personnel when appropriate.
• Complies with federal and state banking regulations, as well as with all bank and branch policies and procedures.
• As scheduled, must be able to open, close and oversee the Branch office when necessary. This includes limited supervision of staff in the absence of other branch management.
• Ensures efficient and satisfactory implementation of customer services in keeping with the bank’s policies and procedures.
• Performs miscellaneous duties or special assignments as required or assigned.

• Fills in at other branch locations as scheduled.
• Performs teller and other miscellaneous duties as assigned.
• Attends all required meetings and training.
• Serves on various committees as assigned.

• High school graduate or equivalent required; college, business or banking professional training helpful.
• Previous banking experience required.
• Excellent customer service skills.
• Strong written and verbal communication, interpersonal, time management and organizational skills.
• Ability to work independently and as a team player.
• Strong attention to detail.
• Proven ability to deliver quality work during times of…