Relationship Banker

Responsibilities

• Champion Operations and Compliance – 40% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities:
  • Have the right conversations around NSF/OD and other fee retention
  • Follow proper cash handling, teller differences and dual control guidelines
  • Adhere to all audit guidelines
  • Work as a team to oversee and manage our internal controls
  • Mitigate Risk by adhering to FCB policies, procedures and processes
• Grow Consumer Relationships – 25% of your time will be spent establishing and growing consumer relationships through the following activities:
  • Manage your assigned Top 500 customers
  • Utilize marketing campaigns to inform customers about our products and promotions
  • Ask for referrals and advocate for the Refer-A-Friend program
  • Use BUILD and BUILD 2.0 with every account opening
  • Deepen Consumer Relationships – 25% of your time will be spent growing relationships with your existing customer base. You will do this through the following activities:
  • Stay connected with customers through onboarding and outbound calling
  • Generate consistent and meaningful appointments weekly including prospects
  • Identify partner referrals by asking purposeful questions
  • Uncover consumer lending opportunities, with an emphasis on real estate secured
• Personal Development – 10% of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself. This will happen by engaging in the following activities:
• Take ownership of your own development and progress toward completion of Pathways
• PRACTICE AND PERFECT YOUR BUILD AND BUILD 2.0 SKILLS
• Increase your product knowledge
• Stay a subject matter expert on our digital products
• Stay informed with Need2Know and First2Know
• Conduct and participate in peer to peer coaching and role play
• Complete all required trainings in a timely manner
• Customer Experience – every day, every customer, every interaction you will always have the following at the top of your mind:
• LIVE OUR MISSION AND CORE VALUES
• BE A CHAMPION OF OUR CUSTOMER SERVICE PROMISE TO PUT CUSTOMERS FIRST, BE RELENTLESS, INSPIRE CONFIDENCE, CHAMPION SIMPLICITY AND OBSESS WITH YES
• INCREASE THE SALES EFFECTIVENESS AND EFFICIENCY OF YOUR TEAM BY CHAMPIONING BUILD AND CONDUCT CONSISTENT OUTBOUND CALLING
• PROMPTLY FOLLOW-THROUGH AND ENSURE YOU ARE THE SINGLE CONTACT FOR PROBLEM RESOLUTION
• MANTAIN THE HIGHEST STANDARD OF CONDUCT AND ACCOUNT INTEGRITY FOR YOU AND YOUR TEAM

Qualifications

• A high school diploma or equivalent
• Three (3) or more years of relevant experience in a client-centric sales environment with a proven track record of exceeding assigned goals, delivering a high level of client service and adhering to operational expectations
• Excellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, ability to excel in a complex and dynamic environment
• Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems)
• Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS)
• The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
• A valid driver’s license and ability/willingness to travel regionally