Certified Relationship Banker

About the Role

The Certified Relationship Banker I provides “first line” contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems.

Responsibilities

• Sells products and services offered by Gulf Coast Bank to current and new clientele.
• Opens new consumer and business accounts, provides information about various types of services and products offered, answers phones, and greets visitors.
• Provides clients with account information, handles maintenance requests, and monitors client accounts for non-branch officers.
• Resolves client problems through direct personal action or referral to proper staff member.
• Identifies and maximizes cross-selling opportunities through client profiling and engages with team members and other business partners to make referrals.
• Adheres to security measures and ensures all regulatory requirements are met (i.e. CIP, BSA).
• Handles client requests involving the Bank’s Legal department.
• Orders checks, operates a teller terminal, and assists with balancing the vault and cash verification when needed.
• Cross-trains and supports other positions as needed.
• May be assigned to opening and closing the branch and other operational tasks.
• May assist with loan processing and servicing.
• Performs other duties and special projects as needed by Branch Manager or Operations Officer.
• Works branch hours, including some evenings and weekends.
• Maintains CRB skills and knowledge as demonstrated by passing the annual CRB exam.

Requirements

• High school diploma or equivalent.
• Strong desire and ability to educate and connect customers to technology.
• Excellent written and oral communication, customer service, and interpersonal skills.
• Ability to tailor features and benefits of products/services to clients with differing needs.
• Computer skills and ability to operate office equipment (i.e. fax, copier, calculator).
• Professional, confident, thorough, and organized with strong follow-up skills.

Essential Mental & Physical Requirements

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret documents if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship,” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.