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Jobs · Finance · Oklahoma

Relationship Banker (Floater)

Arvest Bank · Tahlequah, OK · 2 wk ago
Finance$20–$24.95/hrFull-time

Position is located at 100 S Muskogee Ave, Tahlequah, OK 74464. Ability to float to area branches as needed. Availability is needed Monday through Friday 7:45 am to 5:30 pm and occasional Saturdays 8:30 am to 1:15 pm.

About the Role

The Relationship Banker will primarily focus on product sales and exceptional customer service. The associate develops new customer relationships and strengthens existing relationships by ensuring each customer knows and offers appropriate products and services to meet their existing and future financial needs. This role provides expert product advice, clear and concise directions on using self-service banking solutions, transacts business accurately, and provides account servicing and problem resolution per established procedures and regulations.

The Relationship Banker is a leveled position, beginning with an entry Level 1 and advancing to Level 3. With the successful completion of all three levels, there could be an opportunity to advance into the Relationship Banker 4 leadership position.

  • Level 1 – Training: The primary focus will be training and development while working with a seasoned mentor. Progression to Level 2 is dependent upon the successful completion of all training.
  • Level 2 – Proficient: Works independently on routine tasks and with general guidance on complex tasks. Demonstrates superior product knowledge and excellent needs-based selling skills. Advancement to Level 3 is based on the recommendation of the Branch Manager or Regional Management and demonstrated proficiency in all performance expectations.
  • Level 3 – Advanced: Demonstrates independent action and high initiative, resolves problems, develops recommendations, and determines the course of action on new tasks. Tasks may range from complex to highly specialized. The Level 3 associate also 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.
  • Through discovery conversations, identify and uncover the customer's financial needs 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 consumer loan applications, and facilitate loan closings while working effectively with the centralized underwriting department.
  • Deliver consistent, exceptional customer service by acknowledging every customer promptly, smiling and greeting each customer, introducing yourself, using eye contact, and thanking the customer.
  • Acknowledge customer complaints and follow the established complaint process to ensure customer satisfaction.
  • Open and process simple, moderately, or highly complex deposit accounts.
  • Answer and assist customers with questions and concerns, including deposit risk management and day-to-day banking business.
  • Maintain in-depth knowledge of products and services, including digital services and delivery options, and support customer usage of these products.
  • Maintain in-depth knowledge of competitors’ products, practices, facilities, and prices to sell bank products effectively.
  • Participate in branch promotions and marketing initiatives as directed.
  • Use sound judgment in applying bank standards, policies, and procedures regarding customers.
  • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, including completing compliance training, adhering to internal procedures and controls, reporting violations, and reporting suspicious customer and/or account activity.

Requirements

  • Level 1:
    • High School Diploma or General Education Degree (GED) required.
    • Current NMLS SAFE Act Registration or the ability to be registered 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 General Education Degree (GED) required.
    • Achievement of defined competencies of Level 1 required.
    • Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
  • Level 3:
    • High School Diploma or General Education Degree (GED) required.
    • Successful achievement of defined competencies of Level 2 or relevant related experience required.
    • Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
  • Relevant military experience is considered for veterans and transitioning service members.

Physical Demands

  • Regular attendance is an essential function of the job.
  • The associate must be able to travel occasionally within the US, possibly overnight.
  • Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Benefits

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

Pay

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

Schedule

  • Monday through Friday: 7:45 am to 5:30 pm
  • Occasional Saturdays: 8:30 am to 1:15 pm

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