Relationship Banker-Tiverton

Overview

Offering new and exciting career opportunities, Bank Newport is committed to providing our employees the resources and guidance to develop careers that are challenging and rewarding. The Relationship Banker is a sales-solution, service, and transaction provider for all consumer and business customers. Through financial conversations, Relationship Bankers are trusted banking advisors responsible for identifying customer needs while deepening relationships by recommending appropriate sales and service solutions.

They are empowered to create an exceptional customer experience from initial greeting to fulfillment, engaging in sales and solution activities that support Bank strategy.

• Provides a best‑in‑class customer experience by accurately processing transactions and new account openings in a timely and professional manner.
• Proactively conducts financial conversations with customers to identify banking needs, using discovery techniques to match needs with Bank Newport solutions.
• Meets individual and branch sales goals by maximizing each customer interaction and through proactive prospecting activities such as reviewing customer profiles, outbound calling, and community activities, fully understanding and participating in the Retail Incentive Plan.
• Markets a full range of consumer and small business banking services to existing customers and prospects.
• Opens consumer & small business accounts, originates and closes loans, performs maintenance changes to existing accounts, answers customer questions and resolves account‑related problems.
• Fully adopts and utilizes the customer relationship management system and onboarding process to provide exceptional internal & external customer experiences.
• Demonstrates ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and customer satisfaction.
• Demonstrates expert Digital Banking knowledge and proficiency, advising customers on all bank delivery channels and services such as ATM/PTM functionality and digital banking services including mobile banking, bill pay, Zelle, and other services.
• Adheres to all bank policies and procedures, audit, regulatory and security guidelines.
• Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to internal and external customers.
• May be asked to fulfill supervisory responsibilities by the Branch Manager and/or Assistant Manager, including opening and closing the branch, vault cash, performing quarterly audits, supervisor overrides, and service charge reversals. The ideal candidate must have an overall performance rating of 3 or above while exhibiting sound judgement, allowing advancement opportunities to Sr. Relationship Banker as applicable.
• Processes and settles ATM work or vault cash as needed.
• Provides flexible coverage during branch hours of operation and at other branches as needed.
• Attends and successfully completes trainings related to the position.
• Performs related and unrelated duties as may be required.
• Must meet and follow all requirements set forth in the SAFE Act, including successful completion of the required background checks and acquisition of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS).

No supervisory responsibility.

Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor.

• 1–2 years of experience as a teller, banker, or equivalent retail sales or banking experience required; customer service experience and needs‑based banking sales preferred.
• At least 6 months of cash‑handling experience.
• Proficiency with technology and digital banking services;
  Microsoft Office (Word and Excel), familiarity with tablets and smartphones.
• Excellent customer service, communication, problem‑solving and organizational skills.
• Ability to handle multiple tasks simultaneously.
• Team player.

• We celebrate individuality.
• We empower employees to be creative problem solvers.
• We invest and take the time to really get to know our…