Relationship Banker - Floater (McClelland)

Description

TITLE: Relationship Banker
DEPARTMENT: Retail Banking

ESSENTIAL FUNCTIONS

• SOURCE AND BUILD LONG TERM, MEANINGFUL RELATIONSHIPS WITH CLIENTS, UNDERSTAND THEIR FINANCIAL NEEDS AND PROVIDE SOLUTIONS THROUGH APPROPRIATE PRODUCT AND SERVICE OFFERINGS, INCLUDING DEPOSIT PRODUCTS, ELECTRONIC SERVICES, AND LOANS.
• OPEN BANK ACCOUNTS FOR CURRENT AND NEW CLIENTS, OVERSEE TRANSACTIONS AND CLOSE ACCOUNTS WHEN NECESSARY.
• MANTAIN THOROUGH KNOWLEDGE OF ALL BANK PRODUCTS AND SERVICES.
• ANSWER QUESTIONS, ADDRESS SERVICE CHALLENGES, AND PROVIDE RESOLUTIONS.
• PROMOTE AND CROSS-SELL THE FULL LINE OF RETAIL BANK LOANS, DEPOSIT PRODUCTS AND SERVICES AND ELECTRONIC SERVICES TO INDIVIDUALS, SURE THAT THEIR FINANCIAL NEEDS ARE MET AND THAT LONG-TERM ACCOUNT RELATIONSHIPS ARE DEVELOPED AND MAINTAINED.
• MANTAIN A SYSTEM OF ORDERLY FOLLOW-UP BY MAIL AND TELEPHONE TO ONBOARD NEW CLIENT RELATIONSHIPS.
• COLLABORATE WITH BUSINESS DEVELOPMENT AND LENDING TEAMS TO SEEK AND ESTABLISH NEW CLIENTS IN THE MARKETPLACE.
• COPYRIGHT AND PARTICIPATE IN SALES PRESENTATIONS AT PARTNERSHIP MEETINGS.
• Achieve MONTHLY PARTNERSHIP EVENT GOALS AND TRACK PROGRESS. RECOMMEND- ACHIEVE MONTHLY BRANCH GOALS AND TRACK PROGRESS.
• MANTAIN KNOWLEDGE OF INTERNAL AUDIT PROCEDURES, LEGAL AND BANK REGULATIONS, AND POLICIES AND PROCEDURES.
• AID CLIENTS WITH HSAs, IRAS, FIDUCIARY, AND SMALL BUSINESS PRODUCTS.
• AID CLIENTS WITH CONSUMER LENDING NEEDS INCLUDING THE ABILITY TO TAKE A LOAN APPLICATION AND MAINTAIN A SOUND LENDING PORTFOLIO.
• ANSWER INQUIRIES AND PROVIDE INFORMATION TO PROSPECTIVE AND CURRENT CLIENTS REGARDING INTEREST RATES, ACCOUNT CHARGES, AND OTHER PERTINENT ACCOUNT INFORMATION WHILE COMPLYING WITH DISCLOSURE REQUIREMENTS, REGULATIONS, AND CONSUMER PRIVACY POLICIES.
• FOLLOW SECURITY PROCEDURES CONSISTENTLY AND PROTECT CLIENT CONFIDENTIALITY.
• SUPPORT SECURITY TESTING, INTERNAL AND EXTERNAL AUDITS, AND REGULATORY AND COMPLIANCE EXAMS WITH A PRIORITIZED SENSE OF URGENCY.
• COMPLY WITH ALL COMPANY OR REGULATORY POLICIES, PROCEDURES AND REQUIREMENTS THAT ARE APPLICABLE TO THIS POSITION.
• INVEST IN COMMUNITY PARTNERSHIPS AND PARTICIPATE IN COMMUNITY EVENTS SUPPORTING OUR BRAND AND CULTURE.
• FOSTER AND PRESERVE A CULTURE OF DIVERSITY, EQUITY, AND INCLUSION.

QUALIFICATIONS

• High school diploma or equivalent required.
• Two years’ experience in banking, client service, or related field with cash handling experience. Experience in lending, sales or account management preferred.
• Excellent client service skills.
• Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
• Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
• Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.

WORKING CONDITIONS

• DUTIES PERFORMED IN A PROFESSIONAL OFFICE ENVIRONMENT.
• AVAILABILITY TO WORK SATURDAYS.
• REQUIRES TRAVEL TO OTHER BANK LOCATIONS OR CLIENT SITES.