Relationship Banker

Bank Relationship Banker

Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan / line of credit applications, and making referrals to product line specialists when appropriate. Serve as a demonstration of the Bank's Service Beyond Expectations Begins with Me promise. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Perform a broad variety of account opening and customer services
• Opens a wide variety of consumer and business bank accounts including loans and deposits
• Identifying and completing referrals to other lines of business including but not limited to mortgage, investments, cash management, commercial loans, and insurance
• Ability to identify and cross-sell next bank services and products
• Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
• Must be able to assist and open CDARS accounts / transactions, IRA accounts / transactions, and consumer loan products
• When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals
• Will be asked to educate and profile clients using bank systems
• Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention
• Adheres to all policies and procedures of the company
• Follows operational procedures to include security
• Relationship Bankers will make our promise of Service Beyond Expectations Begins with Me real and believable by following our defined principles

Other Duties

Skills / Abilities

Other services as needed, such as Notary and NMLS registration

Education and Experience

Supervisory Responsibility

This position has no supervisory responsibilities

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

Equal Opportunity / Affirmative Action Employer M / F / disability / protected veteran status

This employer is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender