Financial Relationship Banker

Financial Relationship Banker

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a financial relationship banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Duties & responsibilities include :

• Providing excellent customer service and effectively resolving customer issues.
• Proactively identifies opportunities to grow customer relationships through pre-set appointments, centers of influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues, and partners.
• Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
• Educating customers on how to optimize their use of bank technology (online, mobile, and atm banking).
• Maintaining your knowledge of all products, services, technology, and policies.
• Adhering to all operational, security, risk, and regulatory policies and procedures.
• Other duties as assigned.

Basic qualifications include :

Preferred qualifications include :

Exempt status : no. Workplace type : office.