Senior Relationship Banker

Position

Purpose:

The Senior Relationship Banker will perform the full functions of a Relationship Banker and in the absence of the Retail Branch Manager (RBM), this role will oversee daily branch operations allowing for growth and learning opportunities.

Job Duties and Responsibilities:

Perform daily operational leadership of the branch when the RBM is out of the office.

Build trust and respect among other retail team members and be a go-to member of the retail team when additional support is  a strong leadership example of our Vision, Mission & Core Values for all other team members to follow.

Operate in a fully universal function by performing Relationship Banker responsibilities and also supporting the lobby and drive thru service line as needed.

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 customers including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures.

Establish and maintain client deposit accounts.

Perform follow-up activities and outbound calls for new and existing customers

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 the customer can 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 awesome customer experiences.

Provide the highest quality of customer service by promptly addressing 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.

Research accounts for customers as necessary.

Effectively train less experienced employees.

Complete required annual training and maintain knowledge relevant to the role.

Participate in bank and community initiatives to strengthen visibility and reinforce Firstar’s commitment to the communities it serves.

Perform additional responsibilities as assigned in support of the Bank’s priorities and objectives.

Skills and Abilities

Required:

Ability to identify customer needs and present banking solutions and products.

Recognize closing opportunities while retaining and growing customer relationships.

Ability to initiate customer contact through letters, email, telephone, or personal contact.

Ability to build professional relationships with coworkers and customers.

Interpersonal/service-oriented skills and aptitude.

Excellent written and oral communication skills; ability to encourage open communication by actively listening attentively and then translating knowledge into a written business case.

Ability to exercise independent judgement by quickly and accurately analyzing information and making  responsive in a fast-paced, fluid environment while maintaining a service-oriented mindset and excellent organizational skills.

Maintain a high level of professionalism.

Maintain high integrity and outstanding work ethic.

Ability to maintain confidentiality is a requirement.

Strong computer skills; proficient in Microsoft…