Relationship Banker - Branson

Pay is based on job-related knowledge, skills, qualifications, and prior experience. Position is located at 5600 Gretna Road in Branson, Missouri, with floating assignments to various Arvest branches within the Springfield market based on staffing needs.

Schedule

Flexible hours Monday through Friday, 7:45 am to 5:45 pm, and rotating Saturdays, 8:45 am to 12:15 pm, with the ability to work additional hours as needed.

About the Role

The Relationship Banker focuses on product sales and exceptional customer service, developing new customer relationships and strengthening existing ones. This role ensures customers are offered appropriate products and services to meet their financial needs, provides expert advice, and handles account servicing and problem resolution. The position is leveled from entry (Level 1) to advanced (Level 3), with potential advancement to a leadership role (Relationship Banker 4) upon successful completion of all levels.

• Level 1 – Training: Primary focus on training and development while working with a seasoned mentor. Progression to Level 2 depends on successful completion of all training.
• Level 2 – Proficient: Works independently on routine tasks and with guidance on complex tasks. Demonstrates superior product knowledge and needs-based selling skills. Advancement to Level 3 is based on Branch Manager or Regional Management recommendation and demonstrated proficiency.
• Level 3 – Advanced: Acts independently with high initiative, resolves problems, and determines courses of action for new tasks. Serves as a mentor to Level 1 associates.

Responsibilities

• Contribute to achieving branch sales goals through a consultative sales approach with new and existing customers, following the sales process defined in the CFB Retail Sales Playbook.
• Identify and uncover customer financial needs through discovery conversations and offer appropriate solutions to provide a seamless, one-stop shopping experience.
• Refer qualified customers to specialized sales forces.
• Proactively make outbound calls to generate sales and strengthen customer relationships.
• Identify opportunities to sell consumer loans, accept applications, and facilitate loan closings while working effectively with the centralized underwriting department.
• Deliver exceptional customer service by acknowledging every customer promptly, using professional communication, and ensuring customer satisfaction, including handling complaints.
• Open and process simple to highly complex deposit accounts.
• Assist customers with questions and concerns, including deposit risk management and day-to-day banking.
• Maintain in-depth knowledge of products, services, digital options, and competitors’ offerings to sell bank products effectively.
• Support customer usage of products and services in the most convenient manner.
• Participate in branch promotions and marketing initiatives.
• Use sound judgment in applying bank standards, policies, and procedures.
• Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, including completing compliance training and reporting violations or suspicious activity.

Requirements

• Level 1:
  • High School Diploma or GED required.
  • Current NMLS SAFE Act Registration or ability to register within 30 days required.
  • Demonstrated sales and customer service experience preferred.
  • Financial service provider experience preferred.
  • College degree preferred.
• Level 2:
  • High School Diploma or GED required.
  • Achievement of defined competencies of Level 1 required.
  • Current NMLS SAFE Act Registration or ability to register within 30 days required.
• Level 3:
  • High School Diploma or GED required.
  • Successful achievement of defined competencies of Level 2 or relevant related experience required.
  • Current NMLS SAFE Act Registration or ability to register within 30 days required.
  • Relevant military experience considered for veterans and transitioning service members.

Physical Demands

• Regular attendance is an essential function of the job.
• Ability to travel occasionally within the U.S., possibly overnight.
• Reasonable accommodations may be made for qualified individuals with disabilities.

Benefits

Arvest offers a comprehensive suite of benefits, including health, life, financial, and wellness benefits. For more information, visit www.arvest.com/careers/benefits.

Pay

Grade 12 Pay Range: $20.00 - $24.95 per hour.