Certified Relationship Banker II

Responsibilities

• Determines which financial products best meet the client’s needs and financial circumstances.
• Advises clients regarding the advantages and disadvantages of different financial products.
• Opens new accounts and provides clients with account information.
• Handles maintenance requests and monitors client accounts for non-branch officers.
• Solves 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).
• 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.

Requirements

• Associates or Bachelor’s degree or high school and 5+ years of customer service experience.
• Training in sales techniques and ability to effectively utilize these skills.
• 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 a document 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.