Relationship Banker

Job Description

Job Description

CCB COMMUNITY BANK

Position Description

Position Title : Relationship Banker in Crestview, FL

Starting Pay is $16 / hour with incremental increases at 3, 6, 9 and 12 months of employment and upon reaching established milestones.

Department : Retail Operations FLSA Status : Non-exempt

Supervisor : Relationship Banker Manager

POSITION SUMMARY

This position provides broad exposure to the bank’s products and services and front-line interaction with customers. Responsibilities include fulfilling customer requests, identifying customer solutions and expanding the customer relationship through making suggestions of appropriate products and services.

Essential Activities

• Promote and advance a customer service and sales culture within the organization by building rapport, being technically accurate, and making effective product and service recommendations to customers.
• Listen to and address customers’ needs and concerns with appropriate solutions.
• Effectively assist customers with electronic banking questions and set up to include online banking and Mobiliti.
• Regularly profile and recommend to customers the best solution of various accounts and financial services.
• Cross-sell the Bank's products and services to deepen the customer’s relationship with a focus on relevant product offerings to the customer to include digital.
• Open, maintain and close all account types in the BPM platform system.
• Basic knowledge of IRAs and related services.
• Progressive training in the area of IRA account opening and servicing.
• Process financial transactions in the teller platform system, with a high degree of accuracy and security.
• Promote business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.
• Greet and initiate interactions with customers to create a pleasant and inviting customer experience.
• Follow up with customers in a timely manner to maintain strong relationships.
• Track and keep up-to-date on required training courses.
• Protect the bank from taking a loss by adhering to bank policies, procedures and controls to protect the customer, bank assets and information, and enforce compliance standards.
• Maintain the highest level of confidentiality in handling customer information.
• Display professional conduct in all interactions including appearance, communication, attendance and punctuality.

ADDITIONAL ACTIVITIES

EDUCATION, SKILLS AND EXPERIENCE

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS