Relationship Banking Specialist

ESSENTIAL FUNCTIONS :

Attracts, advises, and serves existing and prospective customers by :

• With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness.
• Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.
• Provides direct and immediate response to customer requests or needs.
• Develops a top customer calling list.
• Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success.
• Listen, assess, and solve customer problems.
• Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business.

Develops and maintains a broad knowledge of products and services to appropriately support customer needs :

Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs :

Provides prompt, accurate, and efficient customer service by processing a wide array of transactions :

Proficient in Electronic Banking to :

Provides administrative support to the PBO / Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following :

Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information :

Participates in meeting Community Banking Department's long- and short-term goals and objectives :

oDaily 5 Minute Meetings.

oWeekly Relationship Building Conference Calls.

oWeekly Branch Based Sales Meetings.

oMonthly Employee Relations Meetings.

Performs other duties as assigned or directed.

REQUIRED SKILLS / ABILITIES :

SUPERVISORY RESPONSIBLITY :

EDUCATION and EXPERIENCE :

PHYSICAL REQUIREMENTS :

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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