Relationship Banker

Major Function:

Provide personalized banking services to current and prospective customers, consistently seeking to deliver excellence in customer service. Engage, Transact and Consult (ETC) with customers to enhance customer relationships and find ways to simplify their banking.

Key Job Responsibilities

• Provide a consistent optimal customer experience by building rapport, analyzing customer needs, making recommendations and providing products and services to maximize professional relationships

Engage: Greet and assess customer needs and provide an engaging experience which leads to deeper conversations.

Transact: Effectively service customer transactions while engaging in conversational consultative dialogue.

Consult: Provide advice and recommendations on bank products and services and make referrals to other bank experts as needed.

• Assist customers, in person or digitally, with the opening of new personal and business accounts, IRAs and HSAs.

• Process daily transactions (deposits, withdrawals, transfers, etc.), balance transactions through branch capture and provide video banking services, as applicable per Branch Office, to ensure accuracy and efficiency.

• Answer or resolve customer inquiries regarding account activity and handle account maintenance requests and error resolution.

• Assist customers with online and mobile banking processes, maintain working knowledge of other digital banking services, and communicate the benefits to new and existing customers.

• Refer potential Business Online Banking, Commercial Lending, Mortgage Lending, Wealth Management, Financial Management and Trust Services customers to other areas of the Bank to enhance relationships and build strong internal partnerships.

• Assist with opening and closing procedures of the bank, supporting new employee and ongoing training efforts and day-to-day operational and administrative duties.

• Mentor co-workers to help them build their product knowledge and customer relationship skills, as applicable per Branch Office.

• Assure confidentiality of customer information and adhere to all operational, security, risk and regulatory policies and procedures.

• Assist other employees, departments and branches to promote teamwork and excellent communication.

Requirements:

Education & Experience

• High School Diploma or equivalent required

• Associate's Degree or higher level education preferred

• Previous cash handling and customer service required, preferably in a banking environment.

Knowledge, Skills & Abilities

• Excellent customer service and interpersonal skills.

• Basic computer literacy, with knowledge of computer software (i.e. Microsoft Windows Operating System and Office applications).

• Well organized, accurate and detail-oriented.

• Excellent verbal, non-verbal, and written communication skills.

• Ability to work under pressure and multi-task.

• Ability to work independently or in team environment.

• Strong reading, writing, and basic mathematical skills.

• Ability to resolve problems and effectively deal with challenging customer situations.

Hours: Regularly Monday

• Friday, 8:15 a.m.

• 5:15 p.m., Saturday morning rotation