Senior Relationship Banker

Senior Relationship Banker Job Description

As a Senior Relationship Banker, you will be responsible for building, expanding, and retaining existing client relationships while providing exceptional customer experience. Senior Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Senior Relationship Bankers will be experts in marketing financial solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work’ events.

Senior Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist customers with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Senior Relationship Bankers will be professional and positive while meeting and exceeding our customers’ expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, financial conversations, and other tools necessary to perform the role.

The Sr RB will also serve as a liaison for operational items with strong delegation skills.

• Responsible for sharing and recommending the banks’ full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
• Ensuring that individual goals are met through required levels of in-person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations.
• Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research into customers' accounts, and complying with BSA and CIP requirements
• Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’s consumer loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an AB) to sell and handle consumer loan requests in an effective manner
• Uncover needs and refers customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
• Maintain a high level of customer satisfaction by engaging our customers and ensuring we provide optimal customer experience
• Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
• Process teller transactions for customers in a positive, accurate and professional manner.
• Process customer requests in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
• Performs other duties and responsibilities as assigned

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Ability to effectively motivate and present information in one-on-one and small group situations, to customers, customers and other employees in the organization
• Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
• Coach and lead the branch team according to process and protocol in the absence of an AB or BM
• Regularly conduct team kickoff and meetings with guidance of branch leadership
• Assume the role of SME (Subject Matter Expert) in branch as related to all product and services offerings. Work jointly with branch leadership in guiding and reinforcing training with all other associates
• Under the direction of Branch Manager, coach transactional associates toward conversation starters and improved referrals
• Process customer…