Relationship Banker

SUMMARY:

In this customer-centric role, the Relationship Banker provides exceptional customer care to the Bank's customers, advising them on financial products that best meet their needs, assisting them with banking transactions, inquiries, problem resolution, account opening, retirement products including CD's and IRA's and assistance with loan applications at a full-service Cape Cod 5 banking center. The Relationship Banker position provides a career track for retail bankers as they progress through increased levels of responsibility as a Relationship Banker.

The level of the Relationship Banker will be commensurate with a candidate's experience and skill set.

ESSENTIAL JOB FUNCTIONS / RESPONSIBILITIES:

QUALIFICATIONS:

Relationship Banker I

Education:

High school diploma (or G.E.D) and willingness to pursue higher education

Experience:

• Minimum 6 months cash handling experience
• Minimum 6 months customer service experience
• Prior customer relationship building experience
• Must have cyber security awareness to protect the digital environment, the Bank, and customers.
• Strong verbal and written communication skills
• Critical thinking, decision making and problem solving skills

Relationship Banker II

Education:

Associate's degree preferred and willingness to pursue higher education

Experience:

Meets the above requirements of RB I in addition to:

• Minimum six months retail banking experience
• Previous banking experience required, including processing customer transactions, deposit account openings, and platform services to serve a broad range of customer needs (e.g. check orders, debit card issuance, stop payments, debit card/ACH disputes)

Relationship Banker III

Education:

Associate's degree preferred and willingness to pursue higher education

Experience:

Meets the above requirements of RB II in addition to:

• Minimum 2 years retail banking experience
• Ability to mentor RB I and RB II team members
• Ability to independently complete transactions and all platform services, including transactions, account opening, HELOCs, IRAs, etc.)
• Ability to execute more complex account openings and transactions independently
• Demonstrated high level of judgement and decision making ability
• Demonstrated ability to fulfill the opening/closing activities of the Banking Center
• NMLS Registration
• Notary Public

Relationship Banker IV

Education: Associate's degree and willingness to pursue higher education

Complete Small business lending training within 12 months of hire

Experience: Meets the above requirements of RB III in addition to:

• Ability to…