Financial Relationship Banker

Duties & Responsibilities

• Providing excellent customer service and effectively resolving customer issues.
• Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
• Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
• Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
• Maintaining your knowledge of all products, services, technology and policies.
• Adhering to all operational, security, risk and regulatory policies and procedures.

Basic Qualifications

• A high school diploma or GED and at least 1 year of customer service and sales experience in banking, financial services, or goal-driven retail sales, or business-to-business sales experience, or military service in an administration, contracting, civil affairs, or similar role.

Preferred Qualifications

• A bachelor’s degree and at least 1 year of customer service and sales experience in banking, financial services, or goal-driven retail sales, or business-to-business sales experience.
• Ability to build, deepen, and retain relationships.
• Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
• Excellent verbal and written communication skills.
• Comfort with technology such as mobile services and online banking services.
• Knowledge of consumer and business deposit products.