Relationship Banker

What we can offer you:

• Career Growth -- promotional opportunities
• Incentive program based on performance
• Paid Time Off (PTO)
• Paid Holidays for Full Time/Part Time Employees
• Health, Dental, Vision, 401k match and Life Insurance
• Employee Assistance Program
• Tuition Assistance Program (Full Time)
• Financial Coaching and Benefit Guidance
• Floating Cultural Holiday
• Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
• Retirement Plan
• Employee Stock Purchase Plan

The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities include conducting marketing activities to uncover customer needs, providing solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer-centric experience, maintaining disciplined operational objectives, all while striving for excellence in execution.

This position supports Banking Centers within the District and may require working occasional Saturdays.

Position Responsibilities:

Marketing Activities:

• Execute proactive marketing activities for customer attraction, retention, and expansion.
• Complete assigned daily planning activities.
• Provide effective customer onboarding and engagement by strengthening new customer relationships, introducing products and services, addressing questions, and following up promptly.
• Act as a digital ambassador to transition customers to digital solutions.
• Initiate financial wellness conversations to add value to customer relationships.
• Support portfolio management efforts to retain and grow customer accounts.
• Assist in community awareness events to increase outreach and foster new business relationships.
• Utilize CRM tools effectively for relationship management.

Operational Risk:

• Ensure compliance with applicable laws, regulations, policies, and procedures.
• Complete necessary compliance training.
• Manage operational and risk activities related to the RB role.
• Adhere to risk assessment and compliance standards.
• Follow policies to control and mitigate losses.

Customer Experience Management:

• Develop in-depth knowledge of products and services to enhance banker readiness.
• Lead banking center activities in the absence of the Manager.
• Assess customer needs and add value accordingly.
• Educate customers and fulfill their requests, routine and complex.
• Resolve customer complaints effectively.
• Deepen existing relationships and maintain customer confidence.
• Follow customer experience guidelines and feedback.
• Complete Comerica Platform Training Program successfully.
• Provide exceptional service in all interactions, including account openings, problem resolution, and inquiries.
• Perform routine teller transactions as needed.
• Maintain confidentiality and protect bank operations.

Partnership:

• Enhance collaboration within the Banking Center.
• Identify opportunities to introduce customers to partners for added value.