Relationship Banking Specialist

Attracts, Advises, and Serves Customers

• With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness.
• Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.
• Provides direct and immediate response to customer requests or needs.
• Develops a top customer calling list.
• Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success.
• Listens, assesses, and solves customer problems.
• Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business.

Develops and Maintains Product Knowledge

• Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs:
• Includes Wealth Management, Electronic Banking, and Loan.

Supports Customer Transactions

• Provides prompt, accurate, and efficient customer service by processing a wide array of transactions:
• Opens new accounts on the platform system.
• Completes transactions on the teller processing system.
• Processes Cash Advances, Pre-Paid Cards, Check Orders, etc.

Supports Electronic Banking

• Provides solutions to our customers’ needs.
• Answers our customers’ technical questions.

Administrative Support

• Affords assistance with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor.
• Prepares correspondence, files, phone inquiries, and other clerical duties.
• Contact overdraft and delinquent customers.
• Completes file maintenance on customer accounts.
• Requisitions office supplies, loan documents, new account supplies, Money Orders, Treasurer’s Checks, Pre-Paid Cards, etc.
• Maintains Scanner and ATM.
• Balances Vault, Cash Advance Machine, and ATM daily.
• Performs check cashing overrides when the PBO/Supervisor is not available;
• Opens and closes the branch in the absence of the PBO/Supervisor.

Security and Compliance

• Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.

Departmental Goals and Objectives

• Attends and participates in annual meetings to develop departmental goals and objectives.
• Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives:
• Daily 5 Minute Meetings.
• Weekly Relationship Building Conference Calls.
• Weekly Branch Based Sales Meetings.
• Monthly Employee Relations Meetings.

Physical Requirements

• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
• Ability to lift up to 30 pounds (i.e., heavy boxes or coin).
• Ability to communicate in person, through email or via telephone with customers and staff members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Skills and Abilities

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Basic computer skills and digital awareness.
• Typing 40 wpm.
• Must be results oriented.
• Manual dexterity and numerical skills.
• Knowledge of all products and services and all office functions.
• A positive, enthusiastic attitude.
• Able to multi-task.
• Proficient with Microsoft Office Suite or related software.

Supervisory Responsibility

This position does not supervise employees.

Education and Experience

Degree or equivalent. 1-3 years of experience preferred.