Relationship Banking Representative Rotating

Responsibilities

• Deliver a welcoming, professional, and personalized customer experience during every interaction.
• Serve as a primary point of contact in the lobby, engaging customers proactively and guiding their in-branch journey.
• Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals.
• Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset.
• Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools.
• Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs.
• Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution.
• Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members.
• Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement.
• Identify customer needs through conversation and observation, recommending appropriate banking solutions without pressure-based selling.
• Generate and manage customer follow-ups, outreach calls, and appointment setting to strengthen relationships.
• Participate in branch prospecting efforts, campaigns, and community engagement activities.
• Collaborate with branch partners to refer customers to specialists for more complex financial needs.
• Contribute to branch goals by consistently modeling needs-based conversations and relationship-building behaviors.

Qualifications

• High School Diploma or GED required.
• Internal product knowledge, teller, and platform training.
• Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations.
• Strong attention to detail with accurate and proficient math skills.
• Clear thinking and sound judgement in a fast-paced, customer-focused environment.
• Strong documentation and organizational skills with the ability to manage multiple priorities.
• Proficiency in digital tools and Microsoft Office; comfort navigating banking systems and digital banking platforms.
• Ability to build trust, demonstrate empathy, and remain professional during complex or sensitive customer interactions.
• Demonstrated ability to work directly with customers in a service, advisory, or problem-solving capacity.

Other

• Two (2) years of customer service and/or banking normally required.
• Reliable transportation.
• Flexible scheduling and adaptability to different branch environments essential.
• Minimum USD $18.25/Hr. Maximum USD $24.71/Hr.