Banking Center Relationship Banker 1
Webster Bank · Stony Brook, NY · 6 days ago
FinanceFull-time
The Role
The Relationship Banker I role will provide services for Banking Center customers and assist the team in achieving sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer-related financial transactions in accordance with the rules, regulations, and guidelines of the Bank.
Responsibilities
- Responds to customers' needs in an accurate and timely fashion, capitalizing on resources and tools available.
- Evaluates needs of clients and offers appropriate financial products and services, through needs-based conversations, to build and deepen relationships.
- Performs routine teller transactions like deposits, withdrawals, check cashing, loan payments, and other transactions.
- Supports segmentation strategy by implementing sales, retention, and other bank initiatives to execute Banking Center's growth and profitability objectives.
- Expected to achieve/exceed both individual and team goals in sales, service, and operations.
- Maintains compliance with Federal and State regulations as well as bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements.
Qualifications
- Self-starter and highly motivated.
- Working knowledge of all products and services.
- Keeps current with all systems used for branch transaction processing.
- Demonstrates strong customer service skills and the ability to support teamwork, creating a positive working environment.
Education Qualifications
- H.S. Diploma or General Education Degree (GED) required.
- Bachelor’s Degree in Arts/Sciences (BA/BS) or Associate's Degree preferred.
Experience Qualifications
- 3-4 years of customer service and needs-based banking sales experience preferred.