Financial Relationship Banker - Somerville

About the role

The Financial Relationship Banker role at Financial Relationship Bank focuses on providing excellent customer service and growing customer relationships through proactive identification of financial goals and needs. The position involves educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.

Responsibilities

• Providing excellent customer service and effectively resolving customer issues.
• Proactively identifying 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.
• Other duties as assigned.

Qualifications

• High School Diploma or GED and minimum of 1 year customer service and sales 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.
• Licenses: This position will be subject to additional background check requirements including being required to provide fingerprints as required by NMLS regulations.
• Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience preferred.
• 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.

Pay

The position is Exempt and not eligible for overtime pay.

Schedule

The role is based in an Office workplace type.