Relationship Banker-Barrington

Responsibilities

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.

Provides a best-in-class customer experience by accurately processing transactions and new account openings in a timely and professional manner.

Proactively conducts financial conversations with customers to identify banking needs.

Uses discovery techniques to match needs with BankNewport solutions.

Meets individual and branch sales goals by maximizing each customer interaction and through proactive prospecting activities such as reviewing customer profiles, outbound calling, and community activities.

Fully understands and participates in the Retail Incentive Plan.

Marksets a full range of consumer and small business banking services to existing customers and prospects.

Opens consumer & small business accounts, originates and closes loans, performs maintenance changes to existing accounts, answers customer questions and resolves account related problems.

Fully adopts and utilizes the customer relationship management system and on-boarding process to provide exceptional internal & external customer experiences.

Demonstrates ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and customer satisfaction.

Demonstrates expert Digital Banking knowledge and proficiency.

Advise customers on all bank delivery channels and services such as ATM/PTM functionality and digital banking services including mobile banking, bill pay, Zelle, and other services.

Adequately adhere to all bank policies and procedures, audit, regulatory and security guidelines.

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to internal and external customers.

A Relationship Banker may be asked to fulfill certain supervisory responsibilities by the Branch Manager and/or Assistant Manager. These responsibilities include – opening and closing the branch, vault cash, performing quarterly audits, supervisor overrides, and service charge reversals.

Processes and settles ATM work or Vault cash as needed.

Provides flexibility of coverage during branch hours of operation and at other branches as needed.

Must attend and successfully complete trainings related to position.

Performs related and unrelated duties as may be needed.

Qualifications

• 1-2 year experience as a teller, banker, or equivalent retail sales or banking experience required; customer service experience and needs-based banking sales preferred.
• At least 6 months cash handling experience.
• Must be proficient with technology and digital banking services; Microsoft Office, specifically word and excel and possess familiarity with technical devices including tablets and smartphones.
• Must have excellent customer service, communications, problem solving and organizational skills.
• Must be able to handle multiple tasks simultaneously.
• Must be a team player.

BANKNEWPORT CORE VALUES

• We celebrate individuality
• We empower employees to be creative problem solvers
• We invest and take the time to really get to know our customers
• We commit to serving the financial needs of Rhode Islander’s