Registered Financial Relationship Banker - Avery Rd. (Dublin, OH

Registered Financial Relationship Banker - Avery Rd. (Dublin, OH)

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Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker - Registered, you play a key role in looking out for our consumer and business customers.

You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Description: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker - Registered, you play a key role in looking out for our consumer and business customers.

You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Duties & Responsibilities:

• Provides excellent customer service and effectively resolves complex customer issues.
• Process customer transactions accurately and efficiently and balances daily.
• Responsible for consistent business development and calling program while servicing walk‑in customers.
• Proactively identifies opportunities to grow customer relationships through pre‑set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow‑up program, and sourcing referrals from customers, bank colleagues and partners.
• Educates and refers customers to other areas of the bank to deepen relationships and build strong internal partnerships.
• Educates customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
• Maintains knowledge of all products, services, technology and policies.
• Adheres to all operational, security, risk and regulatory policies and procedures.
• Performs other duties as assigned.

Basic Qualifications:

• High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.
• FINRA Licenses (required):
  Candidate must have 3 of the following 5 licenses in an active status:
  Series 6 or 7;
  Series 63 or 66;
  State Life and Health Insurance License; SIE – Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period, will result in the colleague being ineligible to continue in the position.

Preferred Qualifications:

• Bachelor's Degree and 2 years or more in customer service and sales banking, financial services or goal driven retail sales.
• Ability to build, deepen and retain relationships.
• Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
• Excellent verbal and written communication skills.
• Comfort with technology such as mobile services and online banking services.
• Knowledge of consumer and business deposit products.

Exempt Status: No – eligible for overtime pay

Workplace Type: Office
Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in‑office and work from home. Our approach…