Relationship Banker

Job Duties And Responsibilities

• Maintain and demonstrate advanced knowledge of current bank products and services to provide accurate guidance to customers.
• Efficiently and accurately open new accounts per customer requirements.
• Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures.
• Establish and maintain member deposit and loan accounts.
• Perform follow-up activities and outbound calls for new and existing members.
• Maintain advanced knowledge of and ensure compliance with applicable regulatory requirements and internal policies and procedures.
• Expand and retain new and existing customer relationships.
• Assess customers banking needs to provide guidance and appropriate products so customer recognize possibilities and strategies that will help them build and strengthen their financial position.
• Maintain a thorough profile for each customer and maintain frequent personal, phone or email contact to grow and strengthen customer relationships.
• Proactively identify and retain “at risk” customers.
• Partner with other departments within the bank to identify sales opportunities and provide awesome customer experience.
• Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate.
• Makes use of advertising leads, lists, personal contacts, referrals from the bank and branch customer base to build a book of business.
• Answer incoming calls promptly and professionally.
• Open safe deposit boxes when necessary.
• Cross train as a Service Banker and act as a backup when needed.
• Research accounts for customers as necessary.
• Effectively train less experienced employees.
• Complete required annual training and maintain knowledge relevant to the role.
• Participate in bank and community initiatives to strengthen visibility and reinforce Firstar’s commitment to the communities it serves.
• Perform additional responsibilities as assigned in support of the Bank’s priorities and objectives.