Client Relationship Banker

About the role

This position is primarily responsible for supporting a retail branch, or other branches as needed, in the opening of deposit accounts (commercial and personal), gathering documentation for retail and commercial loans and reviewing financials for current and prospective clients. This position should be able to manage long-term relationships with clients and prospects. This position is also responsible for efficiently processing client deposit transactions while following bank policies and procedures.

Responsibilities

• Works with existing clients and prospects to open Consumer and Commercial deposit accounts.
• Provide outstanding service and use problem solving skills to satisfy client needs (may be in person and/or via telephone).
• Works with clients to efficiently process transactions while following bank policies and procedures.
• Works with the Branch Manager, CSM, CSR, Commercial Lender, or clients/prospects, to collect all necessary supporting documentation for both Commercial and Consumer Loans and Deposit products.
• Ensure timely analysis of financial reports/documents from clients that are required to comply with established loan policies and procedures.
• Properly communicate the banks Consumer, Commercial, Merchant Bankcard, Cash Management and Mortgage products.
• Be able to successfully meet assigned sales goals by selling Consumer, Commercial, Merchant Bankcard, Cash Management and Mortgage products and services.
• Lead the branch team as the champion for branch sales and service promotions.
• Work with CSR staff to coach, educate and mentor for improved sales of products and services to clients and prospects.
• Process, record, track and verify various reports and forms accurately.
• Participate in community events and promote Riverview Bank’s values, products, and services to increase visibility in local communities.
• Understand and observe laws and regulations that relate to Retail and Commercial Banking.
• Works with existing clients and prospects as required to receive other information as needed.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Education and/or Experience: High School Diploma or GED and 4 years of relevant experience or an associate degree and 2 years of relevant experience.
• Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals; Ability to write routine reports and correspondence; Ability to communicate with lenders and build strong working relationships; Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; Ability to promote the sale of products and services through verbal recommendation; Ability to offer flexibility in a changing work environment; Ability to read, analyze and interpret business and personal financial statements and tax returns; Ability to understand bank lending policy and governmental regulations; Ability to resolve, with some assistance, day-to-day problems, and deal with a variety of issues that may arise in working with customers; Ability to define problems, collect data, establish facts, and draw valid conclusions; Basic skills associated with the general use of computers and business office equipment.

Benefits

The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.

Pay

The salary for this role will be between $21 and $25.

Schedule

Not specified.