Relationship Banker

Essential Duties and Responsibilities

• Actively consult with both Consumer and Small Business clients and collect information directly from clients regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking products and services that will best meet clients' financial needs and goals
• Deliver an exceptional client experience by embodying a client-first attitude
• Acquire new relationships through cultivating a strong referral network and outreach efforts
• Discover financial needs and tailor recommendations for products and services that meet those needs; educate clients about banking solutions and digital tools to empower their financial confidence
• Represent FirstBank by participating in Bank and community activities, events and civic organizations; build, expand and maintain business and social networks
• Serve as a reliable back-up to the Area Manager, supporting key branch functions and team leadership during absences
• Assist with teller transactions and branch operations as needed, ensuring smooth daily functionality
• Partner with other department partners to connect clients with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers, Trust and Wealth Management and other team members)
• Demonstrate strong initiative and product knowledge to present financial options using a consultative approach
• Actively influences and educates clients, fostering growth in digital banking adoption
• Stay agile in learning and applying new services and technologies to enhance client experience

Education And/or Experience

• High school diploma or GED equivalent
• 4+ years of experience within retail banking with a solid understanding of banking products
• Proven success in building customer relationships and customer service
• Experience adhering to policies, procedures, and regulatory banking requirements

Skills And Abilities

• Exude confidence with clients when sharing product knowledge and solutions
• Demonstrated capability to multitask and support both customer engagement and operational needs
• Ability to work flexible hours and adapt to branch scheduling needs
• Strong interpersonal skills with an ability to connect genuinely with people
• Leadership potential and interest in progressing into branch management roles
• Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
• Respectful demeanor toward other associates and managers that promotes a positive and professional work environment
• Understand and comply with bank policy, laws, regulations as applicable to your job duties