Relationship Banker

Scope

You are responsible for providing an AMAZING customer experience to Profinium customers. You help customers achieve their dreams & build lasting relationships. You help the organization to provide service to our customers & deepen existing customer relationships. You make recommendations for improving banking functions & products to create an AMAZING client experience!

Customer Service - 80%

• You provide a high level of customer service, including greeting walk-in customers & answering incoming calls in a friendly, professional manner.
• You perform paying & receiving functions for customers. This will include cashing checks, taking deposits, withdrawals, mortgage, consumer loan & other payments. Additionally, you may provide official checks & help customers with other transaction services.
• You assist customers with their current account needs. This includes checking, savings, certificates, & safety deposit boxes.
• You provide a high level of customer service & are knowledgeable of the bank products offered, allowing you to understand & service the customer’s needs.
• You ensure that the assigned cash balances on a daily basis, is kept secure at all times & must keep cash drawer within assigned drawer limits.
• You understand & comply with the related laws & compliance regulations that pertain to all of your duties. Examples include bank secrecy act, privacy, & funds availability policy.
• You recognize any suspicious behavior & have the ability to make decisions when to consult management on any transactions.

Retain/Expand (RE) - 15%

• You successfully retain & expand the product & service offerings for our existing clients. This may include participating in joint calls with our partners, including contacting clients by phone, mail, email & in person to discuss their account relationships.
• You assist clients with providing recommendations to meet their banking needs, this may include opening basic new accounts when needed.
• You recommend policy/procedure enhancements to better serve customers & coworkers.
• You refer clients with lending needs to a team member who can assist them.
• You achieve personal goals set by you & your Manager.
• You achieve Team Partnership (referral) results based on annual targets communicated by your Manager.
• You assist in the successful achievement of goals set for the Branch and Bank as defined by the bank’s annual organizational objectives.
• You have a thorough understanding of current market trends/conditions.
• You have a thorough understanding of the various products & services the bank offers & effectively communicate the value of those services & products to the client or introduce them to the appropriate expert.

Other 5%

• You assess emerging issues & potential liabilities.
• You have a basic understanding of the compliance function & provide support in this area when needed.
• As a part of the overall team of bank employees, you may be requested to assist in the support of other bank activities.
• You promote the AMAZING positive & energetic environment at Profinium by embracing our Purpose, Pledge & Pursuits (P3’s) & Core Values to guide your behavior.

Customer Oriented - Attention to Detail – Oral/Written Communication – Adaptable - Problem Solving – Dependable – Technology Driven

• You value client experience & are capable of committing to a team culture like no other!
• You take pride in providing a quality product & having fun along the way!
• You have a High school Degree or equivalent
• You have 1-2 years of experience in a community bank OR
• You have 1-2 years of experience in a customer service environment
• You have a high numerical aptitude
• You must have dexterity to count money
• You have the ability to maintain confidential information
• You have skills needed in a typical office environment, including computer skills & utilization of office equipment

While performing the duties of this job, you are regularly required to move about inside the office to access file cabinets, office machinery, attend meetings, etc. You have the ability to operate a computer, carry, handle & feel objects; reach with hands & arms; communicate effectively &…