Relationship Banker I

About the Role

Serves as a customer ambassador for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction. Educates customers about the bank’s sales and service delivery options, refers appropriate products and services, and processes basic transactions accurately and efficiently.

Responsibilities

• Offers customers information on basic bank products and services to enhance their banking relationship.
• Uncovers customer needs and matches them to appropriate bank products or services, referring to internal resources for advanced products.
• Assists customers with new and existing account inquiries, researches and resolves account issues.
• Establishes basic types of new accounts and follows designated procedures.
• Processes basic transactions such as receiving and paying out money, negotiable instruments, and other transactions using technological resources.
• Maintains technical knowledge of bank processes, systems, and policies for consumer products and services.
• Complies with all applicable laws and regulations.
• Processes customer requests including temporary checks, debit cards, check orders, stop payments, wire transfers, change of address, and loan payments.
• Provides clerical and administrative support to branch and lending staff.
• Greets bank visitors, provides information, and directs them to appropriate staff.

Requirements

• High school diploma or equivalent experience.
• Comprehensive knowledge of banking rules and regulations.
• Excellent oral and written communication skills.
• Experience in providing quality customer service.
• Conflict resolution skills.
• Professional appearance and demeanor.
• Ability to use basic office equipment and bank-provided technological resources.
• Detail-oriented with proficiency and accuracy in processing customer requests and transactions.
• Ability to multitask, prioritize, and complete assignments in a distracting environment.

Qualifications

• Familiarity with the bank’s core accounting system (preferred).
• One year of experience in a financial institution in a customer contact position (preferred).
• Ability to work independently and as part of a team with excellent time management skills (preferred).
• Knowledge of various banking departments (preferred).

Physical Requirements

Office setting with moderately varied walking, standing, and desk-oriented activity, relieved by opportunities to change positions and move around in a comfortable indoor environment.