Customer Relationship Officer - Float

About the role

As a member of the Branch Management Team, you are responsible for presenting yourself as a banking professional, embodying the core values and culture of the Bank in all aspects of your role. You will represent the Bank with honesty, integrity, and professionalism, demonstrating a genuine interest in identifying which products and services best serve each customer's needs. Your interactions will reflect a deep commitment to customer success, ensuring they recognize the value of the Bank’s offerings and the exceptional service they receive.

This position requires expert-level knowledge of the Bank’s consumer and business deposit products, as well as a foundational understanding of loan products. You will build relationships and develop a loyal customer following who trust your expertise. As a leader within the branch, you will oversee daily operations, coach team members, and ensure branch operations meet the Bank’s cultural and operational standards. You will also serve as a liaison between customers and various Bank departments, addressing their needs promptly and with integrity.

Responsibilities

• Provide professional, courteous, and efficient service to all internal and external customers, reflecting the Bank’s commitment to high standards of integrity and service excellence.
• Make referrals that benefit customers by connecting them to appropriate Bank products or services and introducing them to business partners, always acting in the customer’s best interest.
• Assist customers with opening accounts, explaining deposit products, updating information, and resolving problems, ensuring solutions align with the Bank’s ethical standards.
• Provide accurate and transparent information regarding consumer and business deposit products, including IRAs, HSAs, and Electronic Banking Services.
• Maintain compliance with all quality control policies, procedures, and regulatory requirements to ensure efficient, secure, and ethically sound operations.
• Act as a liaison between customers and other Bank departments, resolving issues in a manner that reflects the Bank’s core values and commitment to customer satisfaction.
• Ensure adherence to federal and state banking regulations, as well as Bank and branch policies, while maintaining operational integrity.
• Open, close, and oversee the Branch office as scheduled, taking on leadership responsibilities to ensure smooth operations.
• Mentor staff and contribute to a culture of teamwork, mutual respect, and ongoing development.
• Perform miscellaneous duties or special assignments as required, aligning with the Bank’s values of integrity, service, and collaboration.
• Fill in at other branch locations as scheduled, maintaining consistency in the Bank’s operations and culture.
• Perform teller and other miscellaneous duties as assigned, completing tasks with professionalism and attention to detail.
• Attend required meetings and training to support personal and professional growth in alignment with the Bank’s values.
• Serve on various committees as assigned, actively contributing to the improvement of branch operations and customer satisfaction.

Requirements

• High school graduate or equivalent required; college, business, or banking professional training preferred.
• Previous banking experience preferred, demonstrating expertise in customer service and operational responsibilities.
• Excellent customer service skills, with a focus on fostering long-term relationships built on trust and integrity.
• Strong written and verbal communication, interpersonal, time management, and organizational skills.
• Ability to work independently and as a team player in a collaborative environment.
• Strong attention to detail, ensuring accuracy and compliance in all tasks.
• Proven ability to deliver quality work during times of increased volume, demonstrating resilience and a strong work ethic.
• Operational competency using Microsoft Office suite (Outlook, Word, Excel) and comfort learning new software.
• Commitment to ongoing learning and professional development, staying informed about industry trends and customer service techniques.
• Ability to interact harmoniously and effectively with others, fostering a culture of teamwork and inclusivity.
• Dependable and punctual, adhering to attendance standards and demonstrating accountability.
• Ability to travel to all Bank locations as needed.
• Ability to read/see documents and computer screens, communicate in person and via telephone, and operate office equipment.

Working Conditions

• Physical surroundings are generally pleasant and comfortable, with protection from weather conditions, though temperature changes may occur.
• Ability to sit or stand with freedom of movement, regularly alternating between both positions.
• Ability to stand for extended periods when necessary.
• Extensive operation of computers and office equipment requiring dexterity, coordination, and frequent use of hands.
• Ability to lift items weighing approximately thirty-five pounds, with frequent lifting of one to ten pounds and occasional lifting of up to fifty pounds.
• Capable of performing all duties and responsibilities, either unaided or with reasonable accommodation as determined by management.