Branch Relationship Specialist

Responsibilities

• Drive new business deposit growth through branch interactions, internal referrals, and external sales efforts
• Implement and support treasury management services across the full customer lifecycle
• Open, update, and maintain accurate customer accounts and profiles within the Jack Henry core system
• Prepare and deliver required reporting for business customers (daily, quarterly, and annual)
• Build relationships and generate low-cost deposits through local networking and community engagement
• Support branch operations by delivering exceptional customer service and fostering strong team collaboration
• Ensure compliance with all applicable regulations, policies, and bank procedures
• Maintain a dual focus in supporting business banking as well as consumer banking service & sales opportunities
• Manage branch lobby traffic and ensure effective lobby management and branch coverage
• Responsible for cash drawer operations and balancing, with a strong emphasis on daily focus for branch operational excellence

Qualifications

• Detailed knowledge of business deposit account opening documentation and regulations.
• Previous outside sales or cross-selling experience required
• Detail oriented with outstanding written and spoken communication skills, including professional and timely follow-up
• Must have a working knowledge of full Microsoft Office suite
• Requires effective and courteous communication with customers and/or other employees using common telecommunications and computer equipment
• Able to read, examine, and organize documents

Benefits

• Medical – Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
• Dental – Premiums as low as $0.00
• Vision – Low premium Plan
• Discounted childcare
• Pet Insurance
• Paid Time Off (PTO)
• 401k with employer match